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On June 24, it was reported that amidst a significant drop in the PCB sector on June 23, multiple discussions emerged around the industry chain. On one hand, rumors circulated in the market stating that 'NVIDIA requires PCB manufacturers to reduce prices by 10%' and 'Shenghong Technology's expansion is dragging down Rubin platform shipments.' In response, reporters sought verification from PCB manufacturers and market insiders. Several interviewees indicated that these rumors are clearly exaggerated and misinterpreted, particularly the claim that 'Shenghong Technology is causing delays for Rubin,' which lacks industrial logic support. On the other hand, foreign investment bank Jefferies recently released a research report stating that the Kyber backplane PCB plan, originally scheduled for implementation in 2027, may be delayed until 2028, sparking discussions in the market regarding the prosperity of AI PCBs. (Shanghai Securities Journal)

[NVIDIA Requests 10% Price Cut from PCB Manufacturers? Industry Sources Claim Rumors are Exaggerated and Misinterpreted]On June 24, it was reported that amidst a significant drop in the PCB sector on June 23, multiple discussions emerged around the industry chain. On one hand, rumors circulated in the market stating that 'NVIDIA requires PCB manufacturers to reduce prices by 10%' and 'Shenghong Technology's expansion is dragging down Rubin platform shipments.' In response, reporters sought verification from PCB manufacturers and market insiders. Several interviewees indicated that these rumors are clearly exaggerated and misinterpreted, particularly the claim that 'Shenghong Technology is causing delays for Rubin,' which lacks industrial logic support. On the other hand, foreign investment bank Jefferies recently released a research report stating that the Kyber backplane PCB plan, originally scheduled for implementation in 2027, may be delayed until 2028, sparking discussions in the market regarding the prosperity of AI PCBs. (Shanghai Securities Journal)

NVIDIA Requests 10% Price Cut from PCB Manufacturers? Industry Sources Claim Rumors are Exaggerated and Misinterpreted

On June 24, official news announced that Google A (GOOGL.O) will replace Verizon (VZ.N) in the Dow Jones Industrial Average before the market opens on June 29.

[Google A (GOOGL.O) to be Added to Dow Jones Industrial Average]On June 24, official news announced that Google A (GOOGL.O) will replace Verizon (VZ.N) in the Dow Jones Industrial Average before the market opens on June 29.

Google A (GOOGL.O) to be Added to Dow Jones Industrial Average

On June 24, AI chip manufacturer Cerebras Systems released its first earnings report following its IPO in May. The stock fell 11% in after-hours trading due to the company's forecast of declining profit margins for the next quarter. The earnings report indicated that first-quarter revenue reached $193.4 million, nearly doubling compared to the same period last year; the adjusted net loss was $2.5 million, significantly better than analysts' previous expectations of a $36.75 million loss. For the second quarter, the company expects revenue to be approximately $194 million. However, investors are currently more focused on the core gross margin performance. Cerebras anticipates that the core gross margin for the second quarter will be between 36% and 38%, down from 46.5% in the first quarter. Cerebras completed its IPO in May at a price of $185 per share, raising $6 billion. After the IPO, the stock initially surged to a high of $385 but has since continued to decline. The after-hours stock price has further dropped 11%, now at $201.55.

[Cerebras Shares Drop 11% After First Post-IPO Earnings Report]On June 24, AI chip manufacturer Cerebras Systems released its first earnings report following its IPO in May. The stock fell 11% in after-hours trading due to the company's forecast of declining profit margins for the next quarter. The earnings report indicated that first-quarter revenue reached $193.4 million, nearly doubling compared to the same period last year; the adjusted net loss was $2.5 million, significantly better than analysts' previous expectations of a $36.75 million loss. For the second quarter, the company expects revenue to be approximately $194 million. However, investors are currently more focused on the core gross margin performance. Cerebras anticipates that the core gross margin for the second quarter will be between 36% and 38%, down from 46.5% in the first quarter. Cerebras completed its IPO in May at a price of $185 per share, raising $6 billion. After the IPO, the stock initially surged to a high of $385 but has since continued to decline. The after-hours stock price has further dropped 11%, now at $201.55.

Cerebras Shares Drop 11% After First Post-IPO Earnings Report

On June 24, a poll released by Reuters and Ipsos on the 23rd showed that more than half of Americans believe that the military action launched against Iran at the end of February is 'not worth it.' President Trump's approval rating has dropped to 34%, the lowest level since the beginning of his second term. According to the poll results, 52% of respondents feel that this military conflict is 'not worth it.' Additionally, about 35% of respondents believe that the U.S. position on the Iran issue has weakened compared to before the conflict. On the 17th, the presidents of the U.S. and Iran signed a memorandum of understanding remotely, initiating a 60-day negotiation period to reach a final agreement. Approximately 63% of respondents believe the memorandum is unlikely to lead to lasting peace between the two countries, while only 18% think lasting peace is achievable. (Xinhua News Agency)

[Poll: Over Half of Americans Disapprove of Military Action Against Iran]On June 24, a poll released by Reuters and Ipsos on the 23rd showed that more than half of Americans believe that the military action launched against Iran at the end of February is 'not worth it.' President Trump's approval rating has dropped to 34%, the lowest level since the beginning of his second term. According to the poll results, 52% of respondents feel that this military conflict is 'not worth it.' Additionally, about 35% of respondents believe that the U.S. position on the Iran issue has weakened compared to before the conflict. On the 17th, the presidents of the U.S. and Iran signed a memorandum of understanding remotely, initiating a 60-day negotiation period to reach a final agreement. Approximately 63% of respondents believe the memorandum is unlikely to lead to lasting peace between the two countries, while only 18% think lasting peace is achievable. (Xinhua News Agency)

Poll: Over Half of Americans Disapprove of Military Action Against Iran

On June 24, Trump defended the unfreezing of Iranian assets, stating that the funds would be held in trust by a third party and could only be used for purchasing American food and medical supplies. Iran denied this claim, asserting that it would freely allocate the funds according to its own needs. The two countries also have differing views on nuclear inspections: Trump insisted that Tehran had agreed to accept 'the highest level' of inspections, while Iran denied making such a commitment. Meanwhile, peace negotiations are still progressing, with the US Senate passing a largely symbolic vote to end the state of war with Iran.

[US and Iran Disagree on Unfreezing Assets and Nuclear Inspections]On June 24, Trump defended the unfreezing of Iranian assets, stating that the funds would be held in trust by a third party and could only be used for purchasing American food and medical supplies. Iran denied this claim, asserting that it would freely allocate the funds according to its own needs. The two countries also have differing views on nuclear inspections: Trump insisted that Tehran had agreed to accept 'the highest level' of inspections, while Iran denied making such a commitment. Meanwhile, peace negotiations are still progressing, with the US Senate passing a largely symbolic vote to end the state of war with Iran.

US and Iran Disagree on Unfreezing Assets and Nuclear Inspections

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

As of June 24, according to CME's 'FedWatch': The probability of the Federal Reserve maintaining interest rates unchanged in July is 62.6%, while the probability of a cumulative increase of 25 basis points is 37.4%. The probability of the Fed keeping rates unchanged until September is 29.8%, with a cumulative increase of 25 basis points at 50.6%, and a cumulative increase of 50 basis points at 19.6%.

[Probability of Fed Keeping Rates Unchanged in July at 62.6%]As of June 24, according to CME's 'FedWatch': The probability of the Federal Reserve maintaining interest rates unchanged in July is 62.6%, while the probability of a cumulative increase of 25 basis points is 37.4%. The probability of the Fed keeping rates unchanged until September is 29.8%, with a cumulative increase of 25 basis points at 50.6%, and a cumulative increase of 50 basis points at 19.6%.

Probability of Fed Keeping Rates Unchanged in July at 62.6%

On June 24, spot gold fell below $4100 per ounce, declining 0.24% on the day.

[Spot Gold Falls Below $4100/oz, Down 0.24% on the Day]On June 24, spot gold fell below $4100 per ounce, declining 0.24% on the day.

Spot Gold Falls Below $4100/oz, Down 0.24% on the Day

On June 24, The New York Times reported that Zuckerberg has instructed Meta to develop a prediction market application. The internal name for the application is 'Arena', which is similar to Polymarket or Kalshi.

[Zuckerberg Directs Meta to Develop Prediction Market Application]On June 24, The New York Times reported that Zuckerberg has instructed Meta to develop a prediction market application. The internal name for the application is 'Arena', which is similar to Polymarket or Kalshi.

Zuckerberg Directs Meta to Develop Prediction Market Application

22 июня средства массовой информации, ссылаясь на источники в цепочке поставок, сообщили, что основное производственное предприятие TSMC (TSM.US) по производству 28 нм, Fab 15A, сократило месячный выпуск пластин с 200 000 пластин в начале этого года до 150 000 пластин, что представляет собой сокращение более чем на 25%. TSMC планирует выделить больше мощностей 28 нм для поддержки промежуточных слоев, постепенно отказываясь от заказов с низкой маржой.

[TSMC сокращает производство 28 нм более чем на 25% с начала этого года] 22 июня средства массовой информации, ссылаясь на источники в цепочке поставок, сообщили, что основное производственное предприятие TSMC (TSM.US) по производству 28 нм, Fab 15A, сократило месячный выпуск пластин с 200 000 пластин в начале этого года до 150 000 пластин, что представляет собой сокращение более чем на 25%. TSMC планирует выделить больше мощностей 28 нм для поддержки промежуточных слоев, постепенно отказываясь от заказов с низкой маржой.

TSMC сокращает производство 28 нм более чем на 25% с начала этого года

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Major European and U.S. Stock Index Futures Decline, Nasdaq 100 Futures Drop Over 1%

TSMC сокращает производство 28 нм более чем на 25% с начала этого года

Disclaimer：Il contenuto di cui sopra non rappresenta le posizioni di HTX.，HTX non fornisce alcuna raccomandazione di trading.。

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