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On June 24, the yield on UK 10-year gilts fell to 4.722%, marking the lowest level in two and a half months.

[UK 10-Year Gilt Yield Falls to 4.722%, Lowest in Two and a Half Months]On June 24, the yield on UK 10-year gilts fell to 4.722%, marking the lowest level in two and a half months.

UK 10-Year Gilt Yield Falls to 4.722%, Lowest in Two and a Half Months

On June 24, Citi raised Bank of America's target price from $62 to $66, maintaining a 'Buy' rating.

[Citi Raises Bank of America's Target Price to $66]On June 24, Citi raised Bank of America's target price from $62 to $66, maintaining a 'Buy' rating.

Citi Raises Bank of America's Target Price to $66

On June 24, Goldman Sachs' latest report indicated that the surge in AI capital expenditures has exceeded expectations in terms of both the driving force and duration of the South Korean chip cycle. The substantial trade surplus driven by AI is expected to continue until the end of the year, with South Korea's total exports projected to surpass $1 trillion, and the current account surplus as a percentage of GDP is expected to rise to 15%. In the United States, the latest research from the Dallas Federal Reserve shows that the spike in oil prices above $120 per barrel this spring has reduced U.S. economic output by about 0.3 percentage points; however, this impact is much lower than that of similar oil crises in the 1980s, reflecting a significant increase in the U.S. economy's resilience to oil price shocks. In the Eurozone, analysts at ING noted that while the June PMI data still indicates that business activity is in a contraction zone, the easing of inflationary pressures due to cooling energy prices is encouraging, with the growth rates of input costs in both manufacturing and services slowing down. Weak growth combined with fading inflation concerns will likely suppress the European Central Bank's willingness to implement significant interest rate hikes. In Australia, Westpac Bank maintains its forecast for an interest rate hike by the Reserve Bank of Australia in August and warns that the 'second-round effects' of the Middle East supply shocks are spreading—rising costs for fuel, transportation, and chemical products have begun to transmit to more sectors beyond energy. Wage cost pressures in the second half of 2026 may further elevate inflation, and the withdrawal of policy support measures will also extend inflation risks beyond the August monetary policy meeting.

[Goldman Sachs: South Korea's Exports Expected to Exceed $1 Trillion; Global Inflation Paths Diverging Amid Middle East Impact]On June 24, Goldman Sachs' latest report indicated that the surge in AI capital expenditures has exceeded expectations in terms of both the driving force and duration of the South Korean chip cycle. The substantial trade surplus driven by AI is expected to continue until the end of the year, with South Korea's total exports projected to surpass $1 trillion, and the current account surplus as a percentage of GDP is expected to rise to 15%. In the United States, the latest research from the Dallas Federal Reserve shows that the spike in oil prices above $120 per barrel this spring has reduced U.S. economic output by about 0.3 percentage points; however, this impact is much lower than that of similar oil crises in the 1980s, reflecting a significant increase in the U.S. economy's resilience to oil price shocks. In the Eurozone, analysts at ING noted that while the June PMI data still indicates that business activity is in a contraction zone, the easing of inflationary pressures due to cooling energy prices is encouraging, with the growth rates of input costs in both manufacturing and services slowing down. Weak growth combined with fading inflation concerns will likely suppress the European Central Bank's willingness to implement significant interest rate hikes. In Australia, Westpac Bank maintains its forecast for an interest rate hike by the Reserve Bank of Australia in August and warns that the 'second-round effects' of the Middle East supply shocks are spreading—rising costs for fuel, transportation, and chemical products have begun to transmit to more sectors beyond energy. Wage cost pressures in the second half of 2026 may further elevate inflation, and the withdrawal of policy support measures will also extend inflation risks beyond the August monetary policy meeting.

Goldman Sachs: South Korea's Exports Expected to Exceed $1 Trillion; Global Inflation Paths Diverging Amid Middle East Impact

On June 24, data from the prediction market platform Predict.fun indicated that the 2026 World Cup match between Brazil and Scotland will take place on the 25th at 6 AM Beijing time. The latest market probabilities show that Brazil (BRA) has a 75% chance of winning, Scotland (SCO) has a 10% chance, and the probability of a draw is 18%. The data suggests that the market has shown greater support for the overall strength of the Brazilian football team, led by Neymar, ahead of the match.

[Predict.fun World Cup Group Match 'Brazil vs Scotland': Brazil's Win Probability at 75%]On June 24, data from the prediction market platform Predict.fun indicated that the 2026 World Cup match between Brazil and Scotland will take place on the 25th at 6 AM Beijing time. The latest market probabilities show that Brazil (BRA) has a 75% chance of winning, Scotland (SCO) has a 10% chance, and the probability of a draw is 18%. The data suggests that the market has shown greater support for the overall strength of the Brazilian football team, led by Neymar, ahead of the match.

Predict.fun World Cup Group Match 'Brazil vs Scotland': Brazil's Win Probability at 75%

On June 24, South Korean memory chip giant SK Hynix announced plans to raise up to 45 trillion won (approximately $29 billion) through the issuance of American Depositary Receipts (ADRs) in New York, with the transaction expected to begin in July. If successful, this financing will surpass Alibaba's $25 billion IPO in 2014, becoming one of the largest overseas equity financing projects in South Korean history and approaching global capital market records. According to the plan, SK Hynix will first issue shares in South Korea, then deposit the relevant shares with the Korean Securities Depository as the underlying securities for the ADRs. Korean regulators are expected to complete their review by July 3. The funds raised will primarily be used for the construction of the semiconductor cluster in Yongin, South Korea, and a factory in Indiana, USA, as well as for the purchase of EUV lithography equipment to support the expansion of advanced storage capacity related to AI. Citigroup, JPMorgan Chase, Goldman Sachs, and Bank of America have been selected as lead underwriters. SK Hynix's confidence in this U.S. financing is bolstered by its strong position in the AI industry chain. As a leading company in the high bandwidth memory (HBM) sector, it is a core supplier of AI accelerator chips for NVIDIA, and driven by AI demand, its stock price has increased by over 300% this year. CEO Lee Seok-hee stated that the company aims to leverage the U.S. capital market to enhance its global influence and achieve a valuation level comparable to other AI hardware companies.

[SK Hynix Plans Record $29 Billion ADR Financing in the U.S.]On June 24, South Korean memory chip giant SK Hynix announced plans to raise up to 45 trillion won (approximately $29 billion) through the issuance of American Depositary Receipts (ADRs) in New York, with the transaction expected to begin in July. If successful, this financing will surpass Alibaba's $25 billion IPO in 2014, becoming one of the largest overseas equity financing projects in South Korean history and approaching global capital market records. According to the plan, SK Hynix will first issue shares in South Korea, then deposit the relevant shares with the Korean Securities Depository as the underlying securities for the ADRs. Korean regulators are expected to complete their review by July 3. The funds raised will primarily be used for the construction of the semiconductor cluster in Yongin, South Korea, and a factory in Indiana, USA, as well as for the purchase of EUV lithography equipment to support the expansion of advanced storage capacity related to AI. Citigroup, JPMorgan Chase, Goldman Sachs, and Bank of America have been selected as lead underwriters. SK Hynix's confidence in this U.S. financing is bolstered by its strong position in the AI industry chain. As a leading company in the high bandwidth memory (HBM) sector, it is a core supplier of AI accelerator chips for NVIDIA, and driven by AI demand, its stock price has increased by over 300% this year. CEO Lee Seok-hee stated that the company aims to leverage the U.S. capital market to enhance its global influence and achieve a valuation level comparable to other AI hardware companies.

SK Hynix Plans Record $29 Billion ADR Financing in the U.S.

On June 24, Qualcomm (QCOM.US) shares rose 2.58% to $209.4 in pre-market trading. According to multiple media outlets including Reuters, Qualcomm is in discussions with ByteDance to provide custom chip design services. If the collaboration is finalized, ByteDance would become one of the early significant clients for Qualcomm's chip design services. The chips being discussed may include video processing units (VPUs), with plans for mass production as early as the end of this year. The chip segment will utilize high-speed connectivity technology from AlphaWave Semi, which Qualcomm acquired last year. Additionally, Qualcomm will hold an Investor Day on June 24 (Wednesday), where the market expects management to elaborate on its AI and data center strategic transformation. Investors are looking forward to management disclosing more details about large-scale customer ASIC orders, setting data center revenue targets (such as JPMorgan's forecast of over $3 billion for fiscal year 2027 and reaching $35 billion by fiscal year 2031), and unveiling the roadmap for the Dragonfly AI inference accelerator.

[Qualcomm Shares Rise 2.6% Ahead of Market, Reportedly in Talks with ByteDance for Custom Chips]On June 24, Qualcomm (QCOM.US) shares rose 2.58% to $209.4 in pre-market trading. According to multiple media outlets including Reuters, Qualcomm is in discussions with ByteDance to provide custom chip design services. If the collaboration is finalized, ByteDance would become one of the early significant clients for Qualcomm's chip design services. The chips being discussed may include video processing units (VPUs), with plans for mass production as early as the end of this year. The chip segment will utilize high-speed connectivity technology from AlphaWave Semi, which Qualcomm acquired last year. Additionally, Qualcomm will hold an Investor Day on June 24 (Wednesday), where the market expects management to elaborate on its AI and data center strategic transformation. Investors are looking forward to management disclosing more details about large-scale customer ASIC orders, setting data center revenue targets (such as JPMorgan's forecast of over $3 billion for fiscal year 2027 and reaching $35 billion by fiscal year 2031), and unveiling the roadmap for the Dragonfly AI inference accelerator.

Qualcomm Shares Rise 2.6% Ahead of Market, Reportedly in Talks with ByteDance for Custom Chips

On June 24, UMC (UMC.US) saw a pre-market increase of 6.7%, reaching $27.96. According to media reports citing supply chain sources, TSMC's main production facility for 28nm, Fab 15A, has reduced its monthly wafer output from 200,000 at the beginning of the year to 150,000, marking a decrease of over 25% compared to the start of the year. This capacity adjustment is due to the transformation of Fab 15 into a production base for 4nm processes, representing a company-wide reallocation of capacity across nodes. Some customers of the 28nm process have already shifted to UMC and Vanguard.

[TSMC Reduces 28nm Production by 25%, Potential Beneficiary UMC Rises 6.7% Pre-Market]On June 24, UMC (UMC.US) saw a pre-market increase of 6.7%, reaching $27.96. According to media reports citing supply chain sources, TSMC's main production facility for 28nm, Fab 15A, has reduced its monthly wafer output from 200,000 at the beginning of the year to 150,000, marking a decrease of over 25% compared to the start of the year. This capacity adjustment is due to the transformation of Fab 15 into a production base for 4nm processes, representing a company-wide reallocation of capacity across nodes. Some customers of the 28nm process have already shifted to UMC and Vanguard.

TSMC Reduces 28nm Production by 25%, Potential Beneficiary UMC Rises 6.7% Pre-Market

On June 24, analysts from First Group Bank stated in a report that due to uncertainties in the inflation outlook, U.S. long-term Treasury yields may rise in the coming months. They noted that market concerns about the persistence of inflation could intensify, and U.S. inflation data may exceed expectations. 'How much the Federal Reserve will respond to this remains to be seen,' the analysts said. They believe that combined with the U.S. government's ongoing expansionary fiscal policy, the current environment suggests that long-term yields will rise. Meanwhile, short-term yields have already reflected market expectations for interest rate hikes that exceed the group's analysts' forecasts, indicating that speculation about rate increases will persist in the short term, which suggests that the volatility of short-term yields may remain at a high level.

[Analysts: U.S. Long-Term Treasury Yields May Rise]On June 24, analysts from First Group Bank stated in a report that due to uncertainties in the inflation outlook, U.S. long-term Treasury yields may rise in the coming months. They noted that market concerns about the persistence of inflation could intensify, and U.S. inflation data may exceed expectations. 'How much the Federal Reserve will respond to this remains to be seen,' the analysts said. They believe that combined with the U.S. government's ongoing expansionary fiscal policy, the current environment suggests that long-term yields will rise. Meanwhile, short-term yields have already reflected market expectations for interest rate hikes that exceed the group's analysts' forecasts, indicating that speculation about rate increases will persist in the short term, which suggests that the volatility of short-term yields may remain at a high level.

Analysts: U.S. Long-Term Treasury Yields May Rise

On June 24, Iranian Parliament Speaker Mohammad Baqer Qalibaf stated that Iran has not abandoned its friends and strategic partners even under the most difficult and complex conditions. For Iran, the ceasefire in Lebanon is equally important as its own ceasefire. Qalibaf emphasized that Iran views the withdrawal of foreign military forces from the region as a strategic goal. Experience has shown that foreign military bases in West Asia have not brought lasting security but have instead become sources of turmoil. He also expressed Iran's sincere willingness to announce to all Islamic countries, especially regional states and Gulf countries, that Iran is ready to reach a security agreement, which will be reinforced through economic cooperation, making the region safe for all investors and achieving overall security in the face of common enemies. (CCTV International News)

[Iran Expresses Readiness to Reach Security Agreement with Gulf States]On June 24, Iranian Parliament Speaker Mohammad Baqer Qalibaf stated that Iran has not abandoned its friends and strategic partners even under the most difficult and complex conditions. For Iran, the ceasefire in Lebanon is equally important as its own ceasefire. Qalibaf emphasized that Iran views the withdrawal of foreign military forces from the region as a strategic goal. Experience has shown that foreign military bases in West Asia have not brought lasting security but have instead become sources of turmoil. He also expressed Iran's sincere willingness to announce to all Islamic countries, especially regional states and Gulf countries, that Iran is ready to reach a security agreement, which will be reinforced through economic cooperation, making the region safe for all investors and achieving overall security in the face of common enemies. (CCTV International News)

Iran Expresses Readiness to Reach Security Agreement with Gulf States

23 июня Oracle (ORCL.N) подала дополнительный проспект, объявив о добавлении агентов по продажам для своего предложения акций на сумму 20 миллиардов долларов.

[Oracle добавляет агентов по продажам для предложения акций на сумму 20 миллиардов долларов]23 июня Oracle (ORCL.N) подала дополнительный проспект, объявив о добавлении агентов по продажам для своего предложения акций на сумму 20 миллиардов долларов.

Oracle добавляет агентов по продажам для предложения акций на сумму 20 миллиардов долларов

Bernstein Report: Agentic AI Will Transform CPU from Supporting Role to Leading Role, Bullish on Hygon Information

Cursor's New 1.5T Model Abandons Kimi Foundation, $60 Billion Stock Swap for Cursor, Musk's First Move Targets Microsoft's GitHub

3B Small Model's Programming Scores Rival Opus 4.5, Mysterious Model Sparks Heated Discussion, Turns Out to be Domestic

Breaking: Google Gemini Co-Head Poached by OpenAI

SK Hynix Stock Price Hits New High: Delivers HBM4E Samples, Reinforcing Its Leading Position in AI Memory

Ethereum Q1 Report: On-chain Activity Hits Record High, Tokenized Assets Lead the Industry

Intel CEO Liwu Chen's First Podcast Interview: Our Goal is '10x in 5-10 Years', Betting on Advanced Packaging, Glass Substrate, and Synthetic Diamond

Optical Chips: Collective Capacity Expansion

Google's AI Talent Loss: A Stress Test or a Prelude to an 'Obituary'?

Japan's AI Dark Horse Emerges: How a 7B Small Model Challenges Fable and Mythos?

Article

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

Bank of America Raises Micron Technology Target Price to $1500

Oracle добавляет агентов по продажам для предложения акций на сумму 20 миллиардов долларов

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

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