{"data":{"article_id": "","user_id": "","source_id": "","title":"【民生计算机】‼率先明确中国金融支付给世界另一个选择重大机遇","subtitle": "","image": "","cover": "","content":"\u003Cp\u003E支付板块集体大涨 \u003Cspan class=\"emoji_span\"\u003E\u003C\u002Fspan\u003E\u003Cbr\u003E\u003C\u002Fp\u003E\u003Cp\u003E我们在周报《金融自主可控：中国金融支付给世界的另一选择》中，阐述了当前中美贸易摩擦升级的背景下，中国CIPS系统近年来的快速发展，已经跨境支付产业链的投资机遇，引起市场的广泛关注。 \u003Cspan class=\"emoji_span\"\u003E\u003C\u002Fspan\u003E\u003Cbr\u003E\u003C\u002Fp\u003E\u003Cp\u003E\u003Cbr\u003E\u003C\u002Fp\u003E\u003Cp\u003E美国关税战不断加码的背景下，寻求出口的新增长点，同时关注跨境支付体系的安全和稳定，或将成为重要的方向。2025年4月8日至9日，中国人民银行副行长宣昌能赴马来西亚吉隆坡出席东盟与中日韩（10+3）财政和央行副手会，完善清迈倡议多边化（CMIM）机制和10+3宏观经济研究办公室（AMRO）等议题，会议一致通过了在清迈倡议多边化机制下以人民币出资的法律安排，人民币国际化与跨境支付迎来重要催化。 \u003Cspan class=\"emoji_span\"\u003E\u003C\u002Fspan\u003E\u003Cbr\u003E\u003C\u002Fp\u003E\u003Cp\u003E\u003Cbr\u003E\u003C\u002Fp\u003E\u003Cp\u003E建议关注：1）海外前瞻布局、基本面稳健的支付IT产业链，包括新大陆、新国都、拉卡拉等；2）作为CIPS与数字人民币系统重要承建方的银行IT产业链，包括四方精创、宇信科技、京北方、神州信息、天阳科技、高伟达、长亮科技等；3）自主可控产业链相关标的。\n\n风险提示：AI落地进展不及预期；行业竞争加剧\n\n欢迎联系：民生计算机 吕伟\u002F丁辰晖\u003C\u002Fp\u003E","url": "","type": "","read_limit": "","reward_amount": "","reward_count": "","reward_integral": "","reward_integral_count": "","comment_count": "","collect_count":2,"like_count": "","step_count": "","forward_count": "","integral": "","hot_0_12":.3,"hot_12_24": "","hot_12_18": "","hot_18_24": "","is_top": "","is_hot_top": "","is_user_top": "","read_integral": "","read_limit_time": "","fans_limit": "","copy_limit": "","old_type": "","hide_flag": "","hide": "","is_weak": "","create_time":"2025-04-23 08:08:42","update_time": "","mark_status": "","last_mark_time": "","is_provide_openapi": "","is_make_word_cloud": "","sync_time":"2025-04-23 08:09:00","is_flatter": "","feature_img": "","interest_disclosure": "","new_interaction_time":"2025-04-23 08:09:20","sensitive_words": "","warn_words":"产业链,国人,人民,币,自主可控","area":"山西","user_read_limit": "","read_pay_limit": "","user":{"user_id": "","nickname":"夜长梦山","avatar":"https:\u002F\u002Fjiucaigongshe.oss-cn-beijing.aliyuncs.com\u002Fmerchant\u002F16328360249247773ab8df0d5fdf4ee5da5e1e9f0a03e.jpg","medal_count":3,"style_str": "","follow_status": "","follow_type": ""},"stock_list":[{"stock_id":"d5647dca482d44bbb78949221df0a07b","name":"四方精创","code":"sz300468"}]}}