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On June 23, spot gold fell below $4150 per ounce, dropping over 1% during the day. (Jin Shi)

[Spot Gold Falls Below $4150/Ounce, Drops Over 1% During the Day]On June 23, spot gold fell below $4150 per ounce, dropping over 1% during the day. (Jin Shi)

Spot Gold Falls Below $4150/Ounce, Drops Over 1% During the Day

On June 23, the KOSPI index in South Korea accelerated its decline, falling over 4% during the day and currently standing at 8749.79 points. (Jin Shi)

[KOSPI Index in South Korea Accelerates Decline, Down Over 4% During the Day, Currently at 8749.79 Points]On June 23, the KOSPI index in South Korea accelerated its decline, falling over 4% during the day and currently standing at 8749.79 points. (Jin Shi)

KOSPI Index in South Korea Accelerates Decline, Down Over 4% During the Day, Currently at 8749.79 Points

On June 23, ARK Invest, led by Cathie Wood, increased its holdings by 210,121 shares of SpaceX stock, amounting to approximately $32.5 million. On Monday, U.S. stocks closed with SpaceX plummeting 16.4% to $154.6, falling below its IPO closing price, resulting in a market value loss of about $400 billion, marking the second-largest single-day market value loss for a company in history.

[ARK Invest Buys $32.5 Million in SpaceX Stock]On June 23, ARK Invest, led by Cathie Wood, increased its holdings by 210,121 shares of SpaceX stock, amounting to approximately $32.5 million. On Monday, U.S. stocks closed with SpaceX plummeting 16.4% to $154.6, falling below its IPO closing price, resulting in a market value loss of about $400 billion, marking the second-largest single-day market value loss for a company in history.

ARK Invest Buys $32.5 Million in SpaceX Stock

On June 23, Serenity stated that it believes the South Korean optical communication company OE Solutions (138080.KQ) is most suitable as an acquisition target for large downstream companies. OE Solutions currently has a market capitalization of approximately $215 million and possesses rare EML/CW laser IP. From a vertical integration perspective, acquisitions similar to Source Photonics or Suzhou Dongshan Precision could bring more value to companies looking to integrate upstream. Serenity also noted that as a small optical communication company, OE Solutions will require substantial expensive R&D investment and capital expenditure to expand its wafer fabrication capacity and advance construction in the future, making acquisition by large downstream companies more reasonable. Serenity disclosed that it holds relevant positions and stated that this viewpoint is merely a suggestion to other companies.

[Serenity: OE Solutions May Be a Suitable Acquisition Target for Large Downstream Companies, Holding Rare Laser IP]On June 23, Serenity stated that it believes the South Korean optical communication company OE Solutions (138080.KQ) is most suitable as an acquisition target for large downstream companies. OE Solutions currently has a market capitalization of approximately $215 million and possesses rare EML/CW laser IP. From a vertical integration perspective, acquisitions similar to Source Photonics or Suzhou Dongshan Precision could bring more value to companies looking to integrate upstream. Serenity also noted that as a small optical communication company, OE Solutions will require substantial expensive R&D investment and capital expenditure to expand its wafer fabrication capacity and advance construction in the future, making acquisition by large downstream companies more reasonable. Serenity disclosed that it holds relevant positions and stated that this viewpoint is merely a suggestion to other companies.

Serenity: OE Solutions May Be a Suitable Acquisition Target for Large Downstream Companies, Holding Rare Laser IP

Market data shows that BTC has fallen below $64,000, currently priced at $63,985.25, with a 24-hour decline of 0.88%. The market is experiencing significant volatility, so please ensure proper risk management.

[BTC Falls Below $64,000]Market data shows that BTC has fallen below $64,000, currently priced at $63,985.25, with a 24-hour decline of 0.88%. The market is experiencing significant volatility, so please ensure proper risk management.

BTC Falls Below $64,000

On June 23, ARK Invest, led by Cathie Wood, increased its holdings by 210,121 shares of SpaceX stock, amounting to approximately $32.5 million. On Monday, U.S. stocks closed with SpaceX down 16.4%, ending at $154.6, falling below its IPO closing price, resulting in a market value loss of about $400 billion, marking the second-largest single-day market value loss for a company in history.

[ARK Invest Buys $32.5 Million in SpaceX Stock]On June 23, ARK Invest, led by Cathie Wood, increased its holdings by 210,121 shares of SpaceX stock, amounting to approximately $32.5 million. On Monday, U.S. stocks closed with SpaceX down 16.4%, ending at $154.6, falling below its IPO closing price, resulting in a market value loss of about $400 billion, marking the second-largest single-day market value loss for a company in history.

On June 23, Grayscale's research director Zach Pandl stated that if the Federal Reserve pauses interest rate hikes, Bitcoin may see an increase. Since the onset of the Iran war at the end of February, U.S. stocks have risen by 9%, while Bitcoin has dropped by 1% and gold has fallen by 20%. Despite significant spending related to AI supporting the stock market, Bitcoin and gold have lagged, partly due to market expectations that the Fed may raise rates to combat inflation. Grayscale disagrees with this expectation, positing that the Fed will likely pause rate hikes. If this assessment is correct, Bitcoin's price may catch up to stock performance. Zach Pandl noted that since the start of the Iran war, the one-year Fed rate expectations have risen by about 60 basis points, with approximately half of Fed officials believing that a rate hike in 2026 may be appropriate. The European Central Bank has already raised rates. As non-interest-bearing monetary assets, gold and Bitcoin compete with fiat currencies, and rising real interest rates can increase the opportunity cost of holding Bitcoin and gold, thereby suppressing demand. Bitcoin serves a dual purpose in a portfolio: on one hand, it is a scarce digital commodity that can act as a long-term store of value; on the other hand, it is a public chain asset that provides exposure to long-term growth in the crypto industry. Therefore, Bitcoin's role in a portfolio is similar but not identical to that of gold and growth stocks. Zach Pandl stated that if the likelihood of rate hikes decreases, aligning with Grayscale's base scenario, Bitcoin may catch up to stock performance.

[Grayscale: Bitcoin May Rise if Fed Pauses Rate Hikes]On June 23, Grayscale's research director Zach Pandl stated that if the Federal Reserve pauses interest rate hikes, Bitcoin may see an increase. Since the onset of the Iran war at the end of February, U.S. stocks have risen by 9%, while Bitcoin has dropped by 1% and gold has fallen by 20%. Despite significant spending related to AI supporting the stock market, Bitcoin and gold have lagged, partly due to market expectations that the Fed may raise rates to combat inflation. Grayscale disagrees with this expectation, positing that the Fed will likely pause rate hikes. If this assessment is correct, Bitcoin's price may catch up to stock performance. Zach Pandl noted that since the start of the Iran war, the one-year Fed rate expectations have risen by about 60 basis points, with approximately half of Fed officials believing that a rate hike in 2026 may be appropriate. The European Central Bank has already raised rates. As non-interest-bearing monetary assets, gold and Bitcoin compete with fiat currencies, and rising real interest rates can increase the opportunity cost of holding Bitcoin and gold, thereby suppressing demand. Bitcoin serves a dual purpose in a portfolio: on one hand, it is a scarce digital commodity that can act as a long-term store of value; on the other hand, it is a public chain asset that provides exposure to long-term growth in the crypto industry. Therefore, Bitcoin's role in a portfolio is similar but not identical to that of gold and growth stocks. Zach Pandl stated that if the likelihood of rate hikes decreases, aligning with Grayscale's base scenario, Bitcoin may catch up to stock performance.

Grayscale: Bitcoin May Rise if Fed Pauses Rate Hikes

On June 23, influenced by overnight trends in U.S. Treasury yields, Japanese bond yields rose slightly on Tuesday, with market speculation suggesting that the Bank of Japan (BOJ) may accelerate its rate hike pace in response to the weakening yen. Amid concerns over sharp fluctuations in exchange rates, Japanese Finance Minister Shunichi Suzuki held an online meeting with U.S. Treasury Secretary Janet Yellen on Monday evening. According to reports from NHK and Kyodo News, Suzuki and Yellen may have discussed exchange rate issues, including the possibility of foreign exchange intervention. Keisuke Tsuruta, a senior bond strategist at Mitsubishi UFJ Morgan Stanley Securities, stated, "Given that Yellen has previously helped create conditions favorable for BOJ rate hikes, this meeting could spark speculation in the bond market that the BOJ may accelerate its rate hike pace to curb yen weakness." Analyst Lisa Mochizuki from Sumitomo Mitsui suggested, "With the dollar-yen rising to the mid-161 range, the BOJ could very well signal a more hawkish stance, such as hinting at accelerating rate hikes. In this scenario, mid-term bond yields may face upward pressure." (Jin Shi)

[Japanese Bond Yields Rise Amid Speculation of Faster Rate Hikes by BOJ]On June 23, influenced by overnight trends in U.S. Treasury yields, Japanese bond yields rose slightly on Tuesday, with market speculation suggesting that the Bank of Japan (BOJ) may accelerate its rate hike pace in response to the weakening yen. Amid concerns over sharp fluctuations in exchange rates, Japanese Finance Minister Shunichi Suzuki held an online meeting with U.S. Treasury Secretary Janet Yellen on Monday evening. According to reports from NHK and Kyodo News, Suzuki and Yellen may have discussed exchange rate issues, including the possibility of foreign exchange intervention. Keisuke Tsuruta, a senior bond strategist at Mitsubishi UFJ Morgan Stanley Securities, stated, "Given that Yellen has previously helped create conditions favorable for BOJ rate hikes, this meeting could spark speculation in the bond market that the BOJ may accelerate its rate hike pace to curb yen weakness." Analyst Lisa Mochizuki from Sumitomo Mitsui suggested, "With the dollar-yen rising to the mid-161 range, the BOJ could very well signal a more hawkish stance, such as hinting at accelerating rate hikes. In this scenario, mid-term bond yields may face upward pressure." (Jin Shi)

Japanese Bond Yields Rise Amid Speculation of Faster Rate Hikes by BOJ

On June 23, the independent research institution SemiAnalysis reported that in the short term, AI demand is outpacing the cost reduction brought about by Moore's Law. From 2001 to 2020, Moore's Law had driven a 52% decrease in the import prices of computers and semiconductors. However, with a significant rise in AI demand, import prices for computers and semiconductors increased by 3.6% in May, marking a year-on-year rise of 14.4%. This increase is far from historical norms, and the term 'fastest ever' is insufficient to describe it. The import prices are adjusted for hedonic factors, which account for improvements in chip speed and capacity, so under the influence of Moore's Law, these prices typically decline over time. However, the current genuine chip shortage is driving up these hedonic-adjusted prices, indicating that the market is paying more for each unit of compute power, rather than just for better chips. The import prices are calculated before tariffs, so these price increases reflect the base prices before any tariff imposition, rather than the results after tariff markups.

[SemiAnalysis: AI Demand Drives Up Base Chip Prices, Cost per Compute Unit Rising]On June 23, the independent research institution SemiAnalysis reported that in the short term, AI demand is outpacing the cost reduction brought about by Moore's Law. From 2001 to 2020, Moore's Law had driven a 52% decrease in the import prices of computers and semiconductors. However, with a significant rise in AI demand, import prices for computers and semiconductors increased by 3.6% in May, marking a year-on-year rise of 14.4%. This increase is far from historical norms, and the term 'fastest ever' is insufficient to describe it. The import prices are adjusted for hedonic factors, which account for improvements in chip speed and capacity, so under the influence of Moore's Law, these prices typically decline over time. However, the current genuine chip shortage is driving up these hedonic-adjusted prices, indicating that the market is paying more for each unit of compute power, rather than just for better chips. The import prices are calculated before tariffs, so these price increases reflect the base prices before any tariff imposition, rather than the results after tariff markups.

SemiAnalysis: AI Demand Drives Up Base Chip Prices, Cost per Compute Unit Rising

火币HTX报道，6月22日，财政部公布2026年1-5月财政收支情况。1-5月，全国一般公共预算收入100465亿元，同比增长4%。其中，全国税收收入82617亿元，同比增长4.4%；非税收入17848亿元，同比增长2.2%。印花税2426亿元，同比增长35.8%。其中，证券交易印花税1262亿元，同比增长88.8%。

【中国1-5月证券交易印花税1262亿元，同比增88.8%】火币HTX报道，6月22日，财政部公布2026年1-5月财政收支情况。1-5月，全国一般公共预算收入100465亿元，同比增长4%。其中，全国税收收入82617亿元，同比增长4.4%；非税收入17848亿元，同比增长2.2%。印花税2426亿元，同比增长35.8%。其中，证券交易印花税1262亿元，同比增长88.8%。

中国1-5月证券交易印花税1262亿元，同比增88.8%

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中国1-5月证券交易印花税1262亿元，同比增88.8%

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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