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On June 24, Macquarie projected the gold price for the third quarter to be $4,450 per ounce, a decrease of 3.3% from previous forecasts; for the fourth quarter, it is set at $4,300 per ounce, a reduction of 2.3%.

[Macquarie Lowers Gold Price Target]On June 24, Macquarie projected the gold price for the third quarter to be $4,450 per ounce, a decrease of 3.3% from previous forecasts; for the fourth quarter, it is set at $4,300 per ounce, a reduction of 2.3%.

Macquarie Lowers Gold Price Target

On June 24, Qualcomm (QCOM.O) saw a sharp increase in after-hours trading, rising over 4% at one point, before narrowing its gains to 3%. Reports indicate that Qualcomm is in talks with ByteDance to provide customized chip design services. (Jinshi)

[Qualcomm (QCOM.O) Stock Surges Over 4% in After-Hours Trading]On June 24, Qualcomm (QCOM.O) saw a sharp increase in after-hours trading, rising over 4% at one point, before narrowing its gains to 3%. Reports indicate that Qualcomm is in talks with ByteDance to provide customized chip design services. (Jinshi)

Qualcomm (QCOM.O) Stock Surges Over 4% in After-Hours Trading

On June 24, analyst Murphy stated that Bitcoin has strong support around $60,000 before and after the options expiry on June 26 (this Friday), making it unlikely to drop below this level easily. The corresponding Gamma chart shows a clear positive Gamma in the $59,000 to $62,000 range, and the hedging activities of market makers will suppress volatility, making it easier for prices to be fixed within this range. Additionally, there is a substantial accumulation of Put options at the $60,000 strike price, with up to 4,620 BTC in open interest, creating a strong Put wall that will generate significant buying power as the price approaches this level. Historically, similar options structures have often corresponded to phase bottoms or the end of pullback stages. Analyst Murphy believes that $60,000 remains a strong support level in the short term, maintaining a cautiously optimistic outlook for the near-term market performance.

[Analysis: Strong Support at $60,000 for Bitcoin Before and After Options Expiry This Friday]On June 24, analyst Murphy stated that Bitcoin has strong support around $60,000 before and after the options expiry on June 26 (this Friday), making it unlikely to drop below this level easily. The corresponding Gamma chart shows a clear positive Gamma in the $59,000 to $62,000 range, and the hedging activities of market makers will suppress volatility, making it easier for prices to be fixed within this range. Additionally, there is a substantial accumulation of Put options at the $60,000 strike price, with up to 4,620 BTC in open interest, creating a strong Put wall that will generate significant buying power as the price approaches this level. Historically, similar options structures have often corresponded to phase bottoms or the end of pullback stages. Analyst Murphy believes that $60,000 remains a strong support level in the short term, maintaining a cautiously optimistic outlook for the near-term market performance.

Analysis: Strong Support at $60,000 for Bitcoin Before and After Options Expiry This Friday

On June 24, four sources revealed that Qualcomm (QCOM.O) is in discussions with ByteDance to provide chip design services. If negotiations are successful, ByteDance would become an early customer of Qualcomm's chip design services business. However, sources emphasized that the negotiations are still ongoing and the outcome is uncertain. It remains unclear whether the talks will ultimately lead to a chip design and manufacturing agreement, and ByteDance may also seek other partners. Further details about the chip are not yet clear. One source mentioned that the discussions involve the design of a Video Processing Unit (VPU), with the aim of starting mass production by the end of this year.

[Qualcomm in Talks with ByteDance for Custom Chip Design Services]On June 24, four sources revealed that Qualcomm (QCOM.O) is in discussions with ByteDance to provide chip design services. If negotiations are successful, ByteDance would become an early customer of Qualcomm's chip design services business. However, sources emphasized that the negotiations are still ongoing and the outcome is uncertain. It remains unclear whether the talks will ultimately lead to a chip design and manufacturing agreement, and ByteDance may also seek other partners. Further details about the chip are not yet clear. One source mentioned that the discussions involve the design of a Video Processing Unit (VPU), with the aim of starting mass production by the end of this year.

Qualcomm in Talks with ByteDance for Custom Chip Design Services

On June 24, Bank of America released a report stating that the visibility of AI demand in the semiconductor industry has extended to 2028, raising its global semiconductor market size forecast to $2.7 trillion by 2030. The report predicts that the supply-demand ratio for DRAM and NAND will remain above 110% before 2028, indicating no substantial risk of oversupply; the HBM market size is expected to grow from approximately $35 billion in 2025 to about $246 billion by 2030. Meanwhile, semiconductor equipment (WFE) spending is projected to reach $250 billion by 2028, a 23% increase from previous forecasts. Based on these assessments, Bank of America has raised Micron's target price from $95 to $150.

[Bank of America: AI Demand Visibility Extended to 2028, Limited Risk of Storage Chip Oversupply]On June 24, Bank of America released a report stating that the visibility of AI demand in the semiconductor industry has extended to 2028, raising its global semiconductor market size forecast to $2.7 trillion by 2030. The report predicts that the supply-demand ratio for DRAM and NAND will remain above 110% before 2028, indicating no substantial risk of oversupply; the HBM market size is expected to grow from approximately $35 billion in 2025 to about $246 billion by 2030. Meanwhile, semiconductor equipment (WFE) spending is projected to reach $250 billion by 2028, a 23% increase from previous forecasts. Based on these assessments, Bank of America has raised Micron's target price from $95 to $150.

Bank of America: AI Demand Visibility Extended to 2028, Limited Risk of Storage Chip Oversupply

On June 24, sources reported that Qualcomm (QCOM.O) is in discussions with ByteDance to provide custom chip design services.

[Qualcomm in Talks with ByteDance for Custom Chip Design Services]On June 24, sources reported that Qualcomm (QCOM.O) is in discussions with ByteDance to provide custom chip design services.

On June 24, the Korea Economic Daily reported that South Korea's Digital Asset Basic Law, which is part of the second phase of virtual asset legislation, may face delays this year. Although the National Assembly's digital asset working group has completed the consolidation of eight related bills, the group has stalled following recent changes in the parliamentary leadership. The relevant standing committee, the National Policy Committee, has yet to be formed, and there are further obstacles to the overall legislative schedule. Additionally, the government, including financial authorities, has not submitted its own version of the bill. The media added that some market observers believe this delay is related to the recent surge in the stock market, with the Korea Composite Stock Price Index (KOSPI) surpassing the 9,000-point mark. This perspective suggests that financial authorities are intentionally slowing down the legislative process to prevent capital from flowing into the virtual asset market while the government focuses on boosting the stock market.

[South Korea's Digital Asset Basic Law Faces Risk of Delay Amid Government Focus on Stock Market]On June 24, the Korea Economic Daily reported that South Korea's Digital Asset Basic Law, which is part of the second phase of virtual asset legislation, may face delays this year. Although the National Assembly's digital asset working group has completed the consolidation of eight related bills, the group has stalled following recent changes in the parliamentary leadership. The relevant standing committee, the National Policy Committee, has yet to be formed, and there are further obstacles to the overall legislative schedule. Additionally, the government, including financial authorities, has not submitted its own version of the bill. The media added that some market observers believe this delay is related to the recent surge in the stock market, with the Korea Composite Stock Price Index (KOSPI) surpassing the 9,000-point mark. This perspective suggests that financial authorities are intentionally slowing down the legislative process to prevent capital from flowing into the virtual asset market while the government focuses on boosting the stock market.

South Korea's Digital Asset Basic Law Faces Risk of Delay Amid Government Focus on Stock Market

On June 24, several private equity professionals in mainland China revealed that they received notifications from their partner brokerages last night, stating that regulators have required a suspension of new cross-border Total Return Swap (TRS) scales for managers. According to public information, TRS, or Total Return Swap, is a financial derivative that allows private equity firms to gain returns (or losses) from assets without directly holding foreign assets (with principal not leaving the country) by signing return swap agreements with counterpart brokerages. This year, due to the impressive performance of the global technology sector, many private equity firms have allocated overseas assets through cross-border TRS. Since May, the China Securities Regulatory Commission and seven other departments jointly issued a plan for the comprehensive rectification of illegal cross-border securities, futures, and fund operations, targeting leading cross-border internet brokerages such as Tiger Brokers, Futu Holdings, and Changqiao Securities. As the space for mainland residents to engage in illegal cross-border stock trading shrinks, private equity products using cross-border TRS to invest in overseas technology targets have increasingly attracted funding attention. Several private equity professionals noted, 'The related notification was quite sudden, and some product strategies may experience short-term changes. We are currently waiting for further clarification on the cross-border TRS quota regulations.'

[Several Chinese Private Equity Firms Informed to Suspend New Cross-Border TRS]On June 24, several private equity professionals in mainland China revealed that they received notifications from their partner brokerages last night, stating that regulators have required a suspension of new cross-border Total Return Swap (TRS) scales for managers. According to public information, TRS, or Total Return Swap, is a financial derivative that allows private equity firms to gain returns (or losses) from assets without directly holding foreign assets (with principal not leaving the country) by signing return swap agreements with counterpart brokerages. This year, due to the impressive performance of the global technology sector, many private equity firms have allocated overseas assets through cross-border TRS. Since May, the China Securities Regulatory Commission and seven other departments jointly issued a plan for the comprehensive rectification of illegal cross-border securities, futures, and fund operations, targeting leading cross-border internet brokerages such as Tiger Brokers, Futu Holdings, and Changqiao Securities. As the space for mainland residents to engage in illegal cross-border stock trading shrinks, private equity products using cross-border TRS to invest in overseas technology targets have increasingly attracted funding attention. Several private equity professionals noted, 'The related notification was quite sudden, and some product strategies may experience short-term changes. We are currently waiting for further clarification on the cross-border TRS quota regulations.'

Several Chinese Private Equity Firms Informed to Suspend New Cross-Border TRS

On June 24, U.S. Treasury Secretary Besenet stated that inflation will return to target levels, and Fed Chair Waller will optimize the path for growth and price stability. Trump and I understand the power of the bond market and have already seen the economic growth brought by artificial intelligence. (Sina Finance)

[Besenet: Inflation Will Return to Target Levels, Fed Chair Waller to Optimize Growth and Price Stability Path]On June 24, U.S. Treasury Secretary Besenet stated that inflation will return to target levels, and Fed Chair Waller will optimize the path for growth and price stability. Trump and I understand the power of the bond market and have already seen the economic growth brought by artificial intelligence. (Sina Finance)

Besenet: Inflation Will Return to Target Levels, Fed Chair Waller to Optimize Growth and Price Stability Path

23 июня Bloomberg сообщил, что администрация Трампа объявила о предоставлении 17,5 миллиарда долларов в виде низкопроцентных кредитов для поддержки строительства 10 новых ядерных реакторов по всей территории Соединенных Штатов. Представители США заявили, что план, как ожидается, сократит срок разработки ядерных энергетических проектов на срок до трех лет и поможет удовлетворить растущий спрос на электричество, вызванный быстрым расширением центров обработки данных ИИ. Согласно текущим планам, первые новые реакторы могут начать работу уже в 2035 году. Если проект будет полностью реализован, он станет одним из крупнейших планов расширения ядерной энергетики в США за последние годы, отражая ускорение страны в развитии энергетической инфраструктуры для поддержки растущих потребностей в электричестве со стороны искусственного интеллекта, центров обработки данных и передового производства.

[Администрация Трампа запускает план поддержки ядерной энергетики на сумму 17,5 миллиарда долларов]23 июня Bloomberg сообщил, что администрация Трампа объявила о предоставлении 17,5 миллиарда долларов в виде низкопроцентных кредитов для поддержки строительства 10 новых ядерных реакторов по всей территории Соединенных Штатов. Представители США заявили, что план, как ожидается, сократит срок разработки ядерных энергетических проектов на срок до трех лет и поможет удовлетворить растущий спрос на электричество, вызванный быстрым расширением центров обработки данных ИИ. Согласно текущим планам, первые новые реакторы могут начать работу уже в 2035 году. Если проект будет полностью реализован, он станет одним из крупнейших планов расширения ядерной энергетики в США за последние годы, отражая ускорение страны в развитии энергетической инфраструктуры для поддержки растущих потребностей в электричестве со стороны искусственного интеллекта, центров обработки данных и передового производства.

Администрация Трампа запускает план поддержки ядерной энергетики на сумму 17,5 миллиарда долларов

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Article

CoinUp Responds to Market Rumors: Zhu Pan is Not the Platform Operator, CPX Price Fluctuations Mainly Due to Market Sell Pressure

Bank of America Raises Intel (INTC.US) Price Target from $135 to $160

Администрация Трампа запускает план поддержки ядерной энергетики на сумму 17,5 миллиарда долларов

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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