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On June 24, the Trump administration announced it will provide a $17.5 billion loan to support utility companies in ordering reactor equipment designed by Westinghouse Electric Co., aiming to revitalize the construction of large nuclear power plants in the United States. The funding, announced by the U.S. Department of Energy on Tuesday, will be offered in a conditional form, potentially comprising up to five loans targeted at utility companies and other energy firms that will each build two reactors. The Department of Energy stated that Westinghouse has signed letters of intent with seven potential partners, with the project sites already determined. The department will not disclose the names of the utility companies involved until the final list is confirmed. President Donald Trump views nuclear reactors as a core power source for data centers and economic growth. An executive order he signed last year calls for 10 large traditional nuclear reactors to be under construction by 2030 and sets a goal to triple the nation’s nuclear power capacity to 400 gigawatts.

[Trump Administration to Provide $17.5 Billion Loan to Boost U.S. Nuclear Power Plant Construction]On June 24, the Trump administration announced it will provide a $17.5 billion loan to support utility companies in ordering reactor equipment designed by Westinghouse Electric Co., aiming to revitalize the construction of large nuclear power plants in the United States. The funding, announced by the U.S. Department of Energy on Tuesday, will be offered in a conditional form, potentially comprising up to five loans targeted at utility companies and other energy firms that will each build two reactors. The Department of Energy stated that Westinghouse has signed letters of intent with seven potential partners, with the project sites already determined. The department will not disclose the names of the utility companies involved until the final list is confirmed. President Donald Trump views nuclear reactors as a core power source for data centers and economic growth. An executive order he signed last year calls for 10 large traditional nuclear reactors to be under construction by 2030 and sets a goal to triple the nation’s nuclear power capacity to 400 gigawatts.

Trump Administration to Provide $17.5 Billion Loan to Boost U.S. Nuclear Power Plant Construction

On June 24, Baird analyst Ben Kallo predicted that Tesla (TSLA.O) is expected to deliver 392,900 vehicles in the second quarter. He added that the electric vehicle company’s total deliveries will reach 1.68 million by 2026. The analyst wrote, "We believe a merger between SpaceX (SPCX.O) and Tesla is quite likely to occur, expected to take 12 to 18 months." He also noted that the merger of the two companies is the "ultimate direction" and is "clear and compelling, as both companies would benefit from greater scale." Kallo reiterated his 'outperform' rating on Tesla with a target price of $522.

[Baird: Tesla and SpaceX Merger Likely]On June 24, Baird analyst Ben Kallo predicted that Tesla (TSLA.O) is expected to deliver 392,900 vehicles in the second quarter. He added that the electric vehicle company’s total deliveries will reach 1.68 million by 2026. The analyst wrote, "We believe a merger between SpaceX (SPCX.O) and Tesla is quite likely to occur, expected to take 12 to 18 months." He also noted that the merger of the two companies is the "ultimate direction" and is "clear and compelling, as both companies would benefit from greater scale." Kallo reiterated his 'outperform' rating on Tesla with a target price of $522.

Baird: Tesla and SpaceX Merger Likely

On June 24, the European Securities and Markets Authority (ESMA) called for unlicensed crypto asset service providers (CASPs) to orderly exit their operations as the MiCA transition period comes to an end.

[EU MiCA Transition Period Ending, ESMA Urges Unlicensed Crypto Service Providers to Cease Operations]On June 24, the European Securities and Markets Authority (ESMA) called for unlicensed crypto asset service providers (CASPs) to orderly exit their operations as the MiCA transition period comes to an end.

EU MiCA Transition Period Ending, ESMA Urges Unlicensed Crypto Service Providers to Cease Operations

On June 24, the semiconductor and AI independent research institution SemiAnalysis reported that China's largest DRAM manufacturer, Changxin Memory Technologies (CXMT), is advancing towards an IPO on the Science and Technology Innovation Board, which is expected to become one of the largest semiconductor IPOs in China in recent years. The company is projected to achieve a 156% year-on-year revenue growth to approximately $8.6 billion by 2025, and for the first time, it is expected to realize a net profit of around $1 billion. In the first quarter of 2026, revenue is anticipated to further rise to $7.3 billion, marking a year-on-year increase of about 700%. As DRAM prices enter a historic upcycle, CXMT is rapidly narrowing the gap with the three global storage giants. The rise of CXMT can be attributed to three key factors: inheriting the technological assets and patent system of the now-defunct German memory manufacturer Qimonda; attracting a large number of experienced engineers from Micron, Samsung, and the European memory industry; and receiving long-term capital support from the government along with a local industrial supply chain. After nearly a decade of continuous investment, the company has become the fourth largest DRAM manufacturer globally and is gradually establishing its own R&D capabilities. Looking ahead, CXMT is expected to continue expanding its production capacity from 2026 to 2028, with its global DRAM market share projected to increase from 9% in 2025 to 12% in 2027. However, the current profit growth of the company is mainly driven by the surge in DRAM prices rather than a technological advantage. Meanwhile, HBM (High Bandwidth Memory) still faces challenges in yield and capacity, but as the Chinese AI industry rapidly grows its demand for domestic computing power and storage, CXMT may play a more significant strategic role in the future.

[SemiAnalysis: CXMT Rapidly Closing Gap with Global Giants, Poised for Strategic Role]On June 24, the semiconductor and AI independent research institution SemiAnalysis reported that China's largest DRAM manufacturer, Changxin Memory Technologies (CXMT), is advancing towards an IPO on the Science and Technology Innovation Board, which is expected to become one of the largest semiconductor IPOs in China in recent years. The company is projected to achieve a 156% year-on-year revenue growth to approximately $8.6 billion by 2025, and for the first time, it is expected to realize a net profit of around $1 billion. In the first quarter of 2026, revenue is anticipated to further rise to $7.3 billion, marking a year-on-year increase of about 700%. As DRAM prices enter a historic upcycle, CXMT is rapidly narrowing the gap with the three global storage giants. The rise of CXMT can be attributed to three key factors: inheriting the technological assets and patent system of the now-defunct German memory manufacturer Qimonda; attracting a large number of experienced engineers from Micron, Samsung, and the European memory industry; and receiving long-term capital support from the government along with a local industrial supply chain. After nearly a decade of continuous investment, the company has become the fourth largest DRAM manufacturer globally and is gradually establishing its own R&D capabilities. Looking ahead, CXMT is expected to continue expanding its production capacity from 2026 to 2028, with its global DRAM market share projected to increase from 9% in 2025 to 12% in 2027. However, the current profit growth of the company is mainly driven by the surge in DRAM prices rather than a technological advantage. Meanwhile, HBM (High Bandwidth Memory) still faces challenges in yield and capacity, but as the Chinese AI industry rapidly grows its demand for domestic computing power and storage, CXMT may play a more significant strategic role in the future.

SemiAnalysis: CXMT Rapidly Closing Gap with Global Giants, Poised for Strategic Role

On June 24, according to market news, SpaceX (SPCX.O) high-rated bond issuance secured $89 billion in subscriptions.

[SpaceX High-Rated Bond Issuance Secures $89 Billion in Subscriptions]On June 24, according to market news, SpaceX (SPCX.O) high-rated bond issuance secured $89 billion in subscriptions.

SpaceX High-Rated Bond Issuance Secures $89 Billion in Subscriptions

On June 24, SpaceX (SPCX.O) saw its intraday gain expand to 5.3%.

[SpaceX (SPCX.O) Intraday Gain Expands to 5.3%]On June 24, SpaceX (SPCX.O) saw its intraday gain expand to 5.3%.

SpaceX (SPCX.O) Intraday Gain Expands to 5.3%

On June 23, Lebanese President Aoun stated that the Lebanese government will not accept any negotiation results that fall short of 'Israel ending its occupation of Lebanese territory and Lebanon restoring full territorial sovereignty.' According to a statement from the Lebanese presidential office, Aoun made this remark after receiving a report on the Lebanese delegation's participation in the fifth round of trilateral talks in Washington. Aoun emphasized that recent developments demonstrate that resolving issues through negotiations is the correct choice for achieving Lebanon's national goals and maintaining national sovereignty. He expressed hope for decisive progress in negotiations regarding the restoration of Lebanon's national sovereignty and the end of Israel's occupation of southern Lebanon. On the same day, Aoun also spoke on the phone with U.S. Vice President Vance and U.S. Secretary of State Rubio, discussing the latest developments in the Lebanese situation and the phased progress of U.S.-Iran-Swiss negotiations. Vance and Rubio expressed U.S. support for the Lebanese government's position in advancing the comprehensive coverage of national legitimate authority and strengthening control over all territorial sovereignty. Aoun thanked the U.S. for its attention to efforts to end the conflict in Lebanon and strengthen the country's authority.

[Lebanese President States Negotiations Must Ensure 'Israel Ends Occupation of Lebanon']On June 23, Lebanese President Aoun stated that the Lebanese government will not accept any negotiation results that fall short of 'Israel ending its occupation of Lebanese territory and Lebanon restoring full territorial sovereignty.' According to a statement from the Lebanese presidential office, Aoun made this remark after receiving a report on the Lebanese delegation's participation in the fifth round of trilateral talks in Washington. Aoun emphasized that recent developments demonstrate that resolving issues through negotiations is the correct choice for achieving Lebanon's national goals and maintaining national sovereignty. He expressed hope for decisive progress in negotiations regarding the restoration of Lebanon's national sovereignty and the end of Israel's occupation of southern Lebanon. On the same day, Aoun also spoke on the phone with U.S. Vice President Vance and U.S. Secretary of State Rubio, discussing the latest developments in the Lebanese situation and the phased progress of U.S.-Iran-Swiss negotiations. Vance and Rubio expressed U.S. support for the Lebanese government's position in advancing the comprehensive coverage of national legitimate authority and strengthening control over all territorial sovereignty. Aoun thanked the U.S. for its attention to efforts to end the conflict in Lebanon and strengthen the country's authority.

Lebanese President States Negotiations Must Ensure 'Israel Ends Occupation of Lebanon'

On June 23, the U.S. House Financial Services Committee announced that it will hold a hearing on the Clarity Act on July 17.

[U.S. Congress to Hold Hearing on the Clarity Act on July 17]On June 23, the U.S. House Financial Services Committee announced that it will hold a hearing on the Clarity Act on July 17.

U.S. Congress to Hold Hearing on the Clarity Act on July 17

On June 23, according to CCTV News, Russian President Vladimir Putin stated during a government working meeting that Russia is willing to engage in peace negotiations with Ukraine based on the agreements reached in Istanbul in the spring of 2022, the principles outlined in his speech at the Ministry of Foreign Affairs in 2024, the discussion model from the Anchorage meeting in 2025, and the realities on the ground. He noted that the peace negotiations were actively interrupted by the Ukrainian side. Currently, Kyiv is attempting to create favorable conditions for the resumption of the interrupted negotiations by launching strikes against Russia.

[Putin: Russia Willing to Negotiate with Ukraine Based on Istanbul Agreement]On June 23, according to CCTV News, Russian President Vladimir Putin stated during a government working meeting that Russia is willing to engage in peace negotiations with Ukraine based on the agreements reached in Istanbul in the spring of 2022, the principles outlined in his speech at the Ministry of Foreign Affairs in 2024, the discussion model from the Anchorage meeting in 2025, and the realities on the ground. He noted that the peace negotiations were actively interrupted by the Ukrainian side. Currently, Kyiv is attempting to create favorable conditions for the resumption of the interrupted negotiations by launching strikes against Russia.

Putin: Russia Willing to Negotiate with Ukraine Based on Istanbul Agreement

ctr24小时涨幅10.21%，暂报0.012012USDT

【HTX数据监测显示，ctr暂报0.012012 USDT，24小时涨幅为10.21%。】ctr24小时涨幅10.21%，暂报0.012012USDT

HTX数据监测显示，ctr暂报0.012012 USDT，24小时涨幅为10.21%。

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HTX数据监测显示，ctr暂报0.012012 USDT，24小时涨幅为10.21%。

Disclaimer：The content above does not represent HTX's positions.，HTX does not provide any trading recommendations.。

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