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摩根士丹利：软件股受内包和竞争风险威胁_蜘蛛资讯网

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。以Stoxx Europe Software and Computer Services指数衡量的欧洲软件股今年迄今已下跌约16%，不过周一收复了部分失地，上涨了0.7%。责任编辑：刘明亮

，核心是《持牌稳定币发行人监管指引》，当前申请阶段最具有指引意义的是《稳定币发行人发牌制度摘要说明》。时间线上看，金管局鼓励意向申请人于8月31日前联系监管，成熟申请人申请时限为9月30日，首批牌照张数仅个位数，预计有望于年底前落地。建议继续关注可能获取首批稀缺牌照的发行人，及确定性参与稳定币使用场景创设的场景平台两条主线。　　聚焦金融科技投资机会，招商证券指出，大盘与题材共振，看好金融科技方向。

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