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On June 24, during a visit to Pakistan, Iranian President Ebrahim Raisi stated in an interview that the U.S.-Iran memorandum of understanding does not include the issue of Iran's missiles, and this will never be part of future negotiations. Raisi said, "If it weren't for our missiles, Iran would have been flattened by the U.S. and Israel long ago, just like the Gaza Strip. Iran will never negotiate our defense capabilities with anyone." Pakistani Prime Minister Shehbaz Sharif remarked that if other countries possess ballistic missiles while Iran is prohibited from having them, it constitutes a "double standard," which is unacceptable and illogical. (CCTV International News)

[Iranian President Says Without Missiles, Iran Would Be Like Gaza]On June 24, during a visit to Pakistan, Iranian President Ebrahim Raisi stated in an interview that the U.S.-Iran memorandum of understanding does not include the issue of Iran's missiles, and this will never be part of future negotiations. Raisi said, "If it weren't for our missiles, Iran would have been flattened by the U.S. and Israel long ago, just like the Gaza Strip. Iran will never negotiate our defense capabilities with anyone." Pakistani Prime Minister Shehbaz Sharif remarked that if other countries possess ballistic missiles while Iran is prohibited from having them, it constitutes a "double standard," which is unacceptable and illogical. (CCTV International News)

Iranian President Says Without Missiles, Iran Would Be Like Gaza

On June 24, it was reported that the high-grade bonds issued by SpaceX garnered a subscription demand of $89 billion.

[SpaceX High-Grade Bonds Reportedly Attract $89 Billion in Subscription Demand]On June 24, it was reported that the high-grade bonds issued by SpaceX garnered a subscription demand of $89 billion.

SpaceX High-Grade Bonds Reportedly Attract $89 Billion in Subscription Demand

On June 24, Iranian President Ebrahim Raisi stated that Iran's missiles are not within the scope of the memorandum of understanding and will never be. (Jinshi)

[Iranian President: Iran's Missiles Are Not Covered by Memorandum of Understanding and Never Will Be]On June 24, Iranian President Ebrahim Raisi stated that Iran's missiles are not within the scope of the memorandum of understanding and will never be. (Jinshi)

Iranian President: Iran's Missiles Are Not Covered by Memorandum of Understanding and Never Will Be

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%

火币HTX报道，6月23日，美国财政部长贝森特22日通过社交媒体宣布，作为美国与伊朗谈判框架的一部分，美国财政部已经发布一份为期60天的一般许可，授权允许伊朗石油的生产、交付和销售。

【美国暂时解除对伊朗石油制裁】火币HTX报道，6月23日，美国财政部长贝森特22日通过社交媒体宣布，作为美国与伊朗谈判框架的一部分，美国财政部已经发布一份为期60天的一般许可，授权允许伊朗石油的生产、交付和销售。

美国暂时解除对伊朗石油制裁

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美国暂时解除对伊朗石油制裁

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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