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On June 16, the Nikkei 225 index rose by 0.13%, closing at 69,404.50 points; the South Korean KOSPI index increased by 2.11%, closing at 8,726.60 points. (Financial Association)

[Japanese and South Korean Stock Markets Rise]On June 16, the Nikkei 225 index rose by 0.13%, closing at 69,404.50 points; the South Korean KOSPI index increased by 2.11%, closing at 8,726.60 points. (Financial Association)

Japanese and South Korean Stock Markets Rise

Bank of Japan Deputy Governor Shinichi Uchida stated that Japan's economy has moderately recovered, although some sectors have shown signs of weakness. The central bank will continue to raise policy interest rates based on developments in economic activity, prices, and financial conditions.

[Bank of Japan Deputy Governor Shinichi Uchida: Japan's Economy Has Moderately Recovered]Bank of Japan Deputy Governor Shinichi Uchida stated that Japan's economy has moderately recovered, although some sectors have shown signs of weakness. The central bank will continue to raise policy interest rates based on developments in economic activity, prices, and financial conditions.

Bank of Japan Deputy Governor Shinichi Uchida: Japan's Economy Has Moderately Recovered

According to Beating monitoring, Chinese AI lab DeepSeek has completed its first round of financing exceeding 50 billion yuan (approximately $7.4 billion), with a valuation surpassing $50 billion. This financing adopted an unconventional transaction structure, where external investors do not directly invest in DeepSeek but instead contribute to a limited partnership managed by CEO Liang Wenfeng, ensuring the founder retains absolute control over the company. All investors, except for a national-level fund, face a five-year lock-up period during which they cannot transfer or sell their shares. In terms of funding sources, founder Liang Wenfeng personally contributed 20 billion yuan, Tencent invested 10 billion yuan, CATL invested 5 billion yuan, and JD.com, NetEase, and IDG Capital each invested 3 billion yuan. The only exception is the National Artificial Intelligence Industry Investment Fund, which directly invested 1 billion yuan in DeepSeek, holding voting rights and not subject to the five-year lock-up period. Other external investors do not have voting rights and can only access specific financial information and enjoy priority subscription rights for subsequent financing. This new round of financing marks a significant shift in DeepSeek's operational model. Since its establishment in 2023, DeepSeek, as part of the Huanfang Quantitative AI team, has relied on its own funds for operations and maintained research independence due to a lack of commercialization pressure. However, under pressure for funding and talent retention, Liang Wenfeng and the team initiated financing in April and conducted strict due diligence on the identities of the limited partners behind the investors to prevent equity from falling into the hands of unknown investors.

[DeepSeek Completes Over $7.4 Billion in First Round Financing, Valuation Exceeds $50 Billion with Founder Retaining Absolute Control]According to Beating monitoring, Chinese AI lab DeepSeek has completed its first round of financing exceeding 50 billion yuan (approximately $7.4 billion), with a valuation surpassing $50 billion. This financing adopted an unconventional transaction structure, where external investors do not directly invest in DeepSeek but instead contribute to a limited partnership managed by CEO Liang Wenfeng, ensuring the founder retains absolute control over the company. All investors, except for a national-level fund, face a five-year lock-up period during which they cannot transfer or sell their shares. In terms of funding sources, founder Liang Wenfeng personally contributed 20 billion yuan, Tencent invested 10 billion yuan, CATL invested 5 billion yuan, and JD.com, NetEase, and IDG Capital each invested 3 billion yuan. The only exception is the National Artificial Intelligence Industry Investment Fund, which directly invested 1 billion yuan in DeepSeek, holding voting rights and not subject to the five-year lock-up period. Other external investors do not have voting rights and can only access specific financial information and enjoy priority subscription rights for subsequent financing. This new round of financing marks a significant shift in DeepSeek's operational model. Since its establishment in 2023, DeepSeek, as part of the Huanfang Quantitative AI team, has relied on its own funds for operations and maintained research independence due to a lack of commercialization pressure. However, under pressure for funding and talent retention, Liang Wenfeng and the team initiated financing in April and conducted strict due diligence on the identities of the limited partners behind the investors to prevent equity from falling into the hands of unknown investors.

DeepSeek Completes Over $7.4 Billion in First Round Financing, Valuation Exceeds $50 Billion with Founder Retaining Absolute Control

According to monitoring by Dongcha Beating, Factory has announced the launch of Factory 2.0, repositioning its product from a tool that assists individual programmers in writing code to a comprehensive 'Software Factory' that spans the entire development process. The new system aims to streamline the entire software lifecycle, including requirements analysis, code development, security testing, deployment, and operational monitoring, achieving fully automated development pipelines. For instance, when a bug report or user feedback is received, the system can automatically locate the issue and generate a repair plan, deploying it automatically after completing coding and security scanning. To accommodate complex technical and security needs of enterprises, Factory 2.0 does not bind to any large models. Companies can specify different bases for various stages or automatically allocate resources based on cost and speed through intelligent routers. In terms of data control, the new version supports Bring Your Own Key (BYOK), local privatization, and fully physically isolated deployments, ensuring that sensitive code remains within the internal network and keeping all code review and online fault diagnosis data local for model self-learning and iteration. Regarding task scheduling, the system divides autonomy into different levels; simple daily modifications are executed directly by the Droid agent, while complex developments involving multiple business lines and requiring several days of work are handled by the 'Missions' system for multi-agent collaboration and parallel resolution. Currently, Factory is operational in the production environments of companies such as NVIDIA, Adobe, Palo Alto Networks, Ernst & Young, Wipro, and Adyen.

[Factory Launches 2.0 System, Transitioning from Individual Programming Agent to Enterprise-Level 'Software Factory']According to monitoring by Dongcha Beating, Factory has announced the launch of Factory 2.0, repositioning its product from a tool that assists individual programmers in writing code to a comprehensive 'Software Factory' that spans the entire development process. The new system aims to streamline the entire software lifecycle, including requirements analysis, code development, security testing, deployment, and operational monitoring, achieving fully automated development pipelines. For instance, when a bug report or user feedback is received, the system can automatically locate the issue and generate a repair plan, deploying it automatically after completing coding and security scanning. To accommodate complex technical and security needs of enterprises, Factory 2.0 does not bind to any large models. Companies can specify different bases for various stages or automatically allocate resources based on cost and speed through intelligent routers. In terms of data control, the new version supports Bring Your Own Key (BYOK), local privatization, and fully physically isolated deployments, ensuring that sensitive code remains within the internal network and keeping all code review and online fault diagnosis data local for model self-learning and iteration. Regarding task scheduling, the system divides autonomy into different levels; simple daily modifications are executed directly by the Droid agent, while complex developments involving multiple business lines and requiring several days of work are handled by the 'Missions' system for multi-agent collaboration and parallel resolution. Currently, Factory is operational in the production environments of companies such as NVIDIA, Adobe, Palo Alto Networks, Ernst & Young, Wipro, and Adyen.

Factory Launches 2.0 System, Transitioning from Individual Programming Agent to Enterprise-Level 'Software Factory'

On June 16, according to the Ministry of Finance, with the approval of the State Council, the Ministry will issue Euro sovereign bonds in Luxembourg during the week of June 22, 2026, with a scale not exceeding 5 billion euros. Specific issuance arrangements will be announced separately before the issuance.

[Ministry of Finance to Issue Euro Sovereign Bonds in Luxembourg]On June 16, according to the Ministry of Finance, with the approval of the State Council, the Ministry will issue Euro sovereign bonds in Luxembourg during the week of June 22, 2026, with a scale not exceeding 5 billion euros. Specific issuance arrangements will be announced separately before the issuance.

Ministry of Finance to Issue Euro Sovereign Bonds in Luxembourg

Bank of Japan Deputy Governor Shinichi Uchida will hold a monetary policy press conference in ten minutes.

[Bank of Japan Deputy Governor Shinichi Uchida to Hold Monetary Policy Press Conference in Ten Minutes]Bank of Japan Deputy Governor Shinichi Uchida will hold a monetary policy press conference in ten minutes.

Bank of Japan Deputy Governor Shinichi Uchida to Hold Monetary Policy Press Conference in Ten Minutes

On June 16, the World Gold Council (WGC) announced that 45% of the central banks surveyed expect to increase their gold holdings in the next 12 months, up 2 percentage points from a year ago. In the annual survey conducted by the WGC from February 5 to May 19, 54% of the 74 central banks indicated that their gold holdings would remain unchanged, while 1% expected a decrease. Most responses were received after the outbreak of conflict in the Middle East in late February, which led to rising oil prices and a decline in gold prices. The WGC's global central bank director stated that central banks remain enthusiastic about gold, and the recent drop in gold prices has not changed their views. Furthermore, the WGC reported that 93% of respondents indicated they already hold gold, up from 81% a year ago. Among the various reasons for holding gold, as many as 90% of respondents cited gold's strong performance during times of crisis. Other key reasons include long-term value storage and portfolio diversification. Respondents from emerging markets and developing economies (85%) place greater emphasis on gold as a hedge against geopolitical risks. As some central banks continue to shift their gold reserves, 9% of respondents reported increasing their domestic gold reserves in the past 12 months, up from 5% last year; 10% indicated they have diversified their overseas gold reserve locations, up from 2% last year. In the next 12 months, 7% of central banks plan to increase domestic storage, and 9% plan to diversify overseas storage locations.

[WGC Survey: More Central Banks Plan to Increase Gold Reserves]On June 16, the World Gold Council (WGC) announced that 45% of the central banks surveyed expect to increase their gold holdings in the next 12 months, up 2 percentage points from a year ago. In the annual survey conducted by the WGC from February 5 to May 19, 54% of the 74 central banks indicated that their gold holdings would remain unchanged, while 1% expected a decrease. Most responses were received after the outbreak of conflict in the Middle East in late February, which led to rising oil prices and a decline in gold prices. The WGC's global central bank director stated that central banks remain enthusiastic about gold, and the recent drop in gold prices has not changed their views. Furthermore, the WGC reported that 93% of respondents indicated they already hold gold, up from 81% a year ago. Among the various reasons for holding gold, as many as 90% of respondents cited gold's strong performance during times of crisis. Other key reasons include long-term value storage and portfolio diversification. Respondents from emerging markets and developing economies (85%) place greater emphasis on gold as a hedge against geopolitical risks. As some central banks continue to shift their gold reserves, 9% of respondents reported increasing their domestic gold reserves in the past 12 months, up from 5% last year; 10% indicated they have diversified their overseas gold reserve locations, up from 2% last year. In the next 12 months, 7% of central banks plan to increase domestic storage, and 9% plan to diversify overseas storage locations.

WGC Survey: More Central Banks Plan to Increase Gold Reserves

On June 16, Dongwu Securities' research report pointed out that Chinese Online is investing in short drama overseas film bases and is optimistic about the potential of the AI + short drama business. On June 10, the company introduced the latest developments in its short drama business at the Hengqin International Film City. The company, in collaboration with the Hengqin Guidance Fund, is undertaking a comprehensive indoor and outdoor upgrade of the original Huafa Hengqin Financial Industry Service Base, creating nearly a hundred high-quality filming locations and establishing a specialized micro-short drama base. Utilizing the company's own filming base, FlareFlow has significantly shortened the production cycle of high-quality dramatic short films. The AI drama business has transitioned from technical validation to large-scale production, becoming a new growth driver. In Q1 2026, the company's token consumption weekly call scale saw a month-on-month growth rate of over 20%, with the annual production capacity of high-quality AI dramas exceeding a thousand. The AI drama business is becoming a new engine driving the company's high-quality growth. The company remains optimistic about its business potential as a global leader in short dramas and the industry opportunities presented by AI + short dramas, while also looking forward to the business progress of Reelshort, maintaining a 'Buy' rating for the company.

[Dongwu Securities Maintains 'Buy' Rating for Chinese Online, Optimistic About AI + Short Drama Business Potential]On June 16, Dongwu Securities' research report pointed out that Chinese Online is investing in short drama overseas film bases and is optimistic about the potential of the AI + short drama business. On June 10, the company introduced the latest developments in its short drama business at the Hengqin International Film City. The company, in collaboration with the Hengqin Guidance Fund, is undertaking a comprehensive indoor and outdoor upgrade of the original Huafa Hengqin Financial Industry Service Base, creating nearly a hundred high-quality filming locations and establishing a specialized micro-short drama base. Utilizing the company's own filming base, FlareFlow has significantly shortened the production cycle of high-quality dramatic short films. The AI drama business has transitioned from technical validation to large-scale production, becoming a new growth driver. In Q1 2026, the company's token consumption weekly call scale saw a month-on-month growth rate of over 20%, with the annual production capacity of high-quality AI dramas exceeding a thousand. The AI drama business is becoming a new engine driving the company's high-quality growth. The company remains optimistic about its business potential as a global leader in short dramas and the industry opportunities presented by AI + short dramas, while also looking forward to the business progress of Reelshort, maintaining a 'Buy' rating for the company.

Dongwu Securities Maintains 'Buy' Rating for Chinese Online, Optimistic About AI + Short Drama Business Potential

On June 16, Alibaba's desktop AI assistant QoderWork launched the 'Awareness' feature, which integrates three modules: memory, reflection, and skill evolution. This feature actively organizes and eliminates redundant information based on saved conversations, and distills high-frequency tasks into reusable skills. (Alibaba Cloud)

[Alibaba's QoderWork Launches 'Awareness' Feature]On June 16, Alibaba's desktop AI assistant QoderWork launched the 'Awareness' feature, which integrates three modules: memory, reflection, and skill evolution. This feature actively organizes and eliminates redundant information based on saved conversations, and distills high-frequency tasks into reusable skills. (Alibaba Cloud)

Alibaba's QoderWork Launches 'Awareness' Feature

On June 16, U.S. President Trump announced that the Strait of Hormuz was fully opened on Friday. All agreements have been signed. Importantly, oil prices have significantly dropped while the stock market is rising. Iran will not possess nuclear weapons. (Regarding Iran) strong regulations will be implemented. The U.S. expects that free passage through the Strait of Hormuz will also be part of the final agreement. (Jin Shi)

[Trump: Strait of Hormuz Fully Opened on Friday, Agreements Signed]On June 16, U.S. President Trump announced that the Strait of Hormuz was fully opened on Friday. All agreements have been signed. Importantly, oil prices have significantly dropped while the stock market is rising. Iran will not possess nuclear weapons. (Regarding Iran) strong regulations will be implemented. The U.S. expects that free passage through the Strait of Hormuz will also be part of the final agreement. (Jin Shi)

Trump: Strait of Hormuz Fully Opened on Friday, Agreements Signed

Taiwanese Nodes on the AI Industry Chain: 9 Taiwanese Stock Picks Favored by 'New Stock God' Serenity

Claude's Latest Model to be Released Tomorrow, Anthropic Turns Model Launches into an IPO Language

The Higher Bitcoin Goes, The Less Institutions Want It? Coinbase Executive Weighs In

Just Now, Claude Mythos 5 Released, Handles 50 Million Lines of Code in One Day

SemiAnalysis Report Claims Delay in Two Key Technologies, Triggers Sharp Decline in 'Optoelectronics', Sparking Online Debate Over CPO

Internet-Famous Institution Battles White-Haired Stock God: What Does the Report That Crashed CPO Stocks Actually Recommend?

SpaceX's Core Window for Listed Trading: July 7th Nasdaq Inclusion Date and Post-Q2 Earnings Lockup Expiration

TON Revives the Gram Brand, a Name That Disappeared Six Years Ago Returns

Sequoia Dialogue with Jensen Huang: Computing Model Undergoes a 60-Year Transformation; You Won't Be Replaced by AI, But You Will Be Dimensionality-Reduced by 'Those Who Master AI'

The Recursive AI Anthropic Warned About: Tian Yuandong's New Company Has Just Taken the "First Step"

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Bitcoin Fear and Greed Index is 20

Trump: Strait of Hormuz Fully Opened on Friday, Agreements Signed

Clause de non-responsabilité：Le contenu ci-dessus ne représente pas les positions de HTX.，HTX ne fournit pas de recommandations de trading.。

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