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On June 22, Kuwait is requiring customers to collect refined oil products from ports located deep in the Persian Gulf. A document seen by the media indicates that the state-owned Kuwait Petroleum Corporation has issued a tender for the sale of naphtha, requesting buyers to pick up the goods from the country's ports. These shipments need to be transported through the waterway to reach the customers. Traders noted that this is the first time in a long while that such sales arrangements have been seen, although no further specifics were provided. They pointed out that unlike previous sales, this time buyers are required to charter vessels for the transportation of goods. Meanwhile, Kuwait Petroleum Corporation did not immediately respond to requests for comments outside of business hours.

[Kuwait Requests Buyers to Collect Oil Products from Gulf Ports, Indicating Possible Reopening of Strait of Hormuz]On June 22, Kuwait is requiring customers to collect refined oil products from ports located deep in the Persian Gulf. A document seen by the media indicates that the state-owned Kuwait Petroleum Corporation has issued a tender for the sale of naphtha, requesting buyers to pick up the goods from the country's ports. These shipments need to be transported through the waterway to reach the customers. Traders noted that this is the first time in a long while that such sales arrangements have been seen, although no further specifics were provided. They pointed out that unlike previous sales, this time buyers are required to charter vessels for the transportation of goods. Meanwhile, Kuwait Petroleum Corporation did not immediately respond to requests for comments outside of business hours.

Kuwait Requests Buyers to Collect Oil Products from Gulf Ports, Indicating Possible Reopening of Strait of Hormuz

On June 22, Jefferies announced that it has raised the target price for Tesla (TSLA.O) from $350 to $375.

[Jefferies Raises Tesla Target Price from $350 to $375]On June 22, Jefferies announced that it has raised the target price for Tesla (TSLA.O) from $350 to $375.

Jefferies Raises Tesla Target Price from $350 to $375

On June 22, blockchain infrastructure service provider HashKey Cloud announced the official launch of the EAG Contribution Pool, developed in collaboration with the Ethereum Applications Guild (EAG). The EAG Contribution Pool is an ETH staking support program aimed at participants in the Ethereum ecosystem, operating in a non-custodial DApp format. Users can participate in ETH staking through this platform and independently choose to contribute a portion of their ETH staking rewards to the EAG Contribution Pool, which supports the development of EAG and the native Ethereum application ecosystem. Throughout the process, users retain ownership and control of their assets. The EAG Contribution Pool aims to create a new pathway connecting ETH staking with the Ethereum application ecosystem, allowing community members to earn ETH staking rewards while participating in ecosystem development in a simpler and more transparent manner. In the future, HashKey Cloud and EAG will continue to deepen their collaboration, connecting more developers, communities, institutions, and long-term builders to continuously fuel the development of native Ethereum applications.

[HashKey Cloud and EAG Launch EAG Contribution Pool to Support ETH Staking for Ethereum Ecosystem Development]On June 22, blockchain infrastructure service provider HashKey Cloud announced the official launch of the EAG Contribution Pool, developed in collaboration with the Ethereum Applications Guild (EAG). The EAG Contribution Pool is an ETH staking support program aimed at participants in the Ethereum ecosystem, operating in a non-custodial DApp format. Users can participate in ETH staking through this platform and independently choose to contribute a portion of their ETH staking rewards to the EAG Contribution Pool, which supports the development of EAG and the native Ethereum application ecosystem. Throughout the process, users retain ownership and control of their assets. The EAG Contribution Pool aims to create a new pathway connecting ETH staking with the Ethereum application ecosystem, allowing community members to earn ETH staking rewards while participating in ecosystem development in a simpler and more transparent manner. In the future, HashKey Cloud and EAG will continue to deepen their collaboration, connecting more developers, communities, institutions, and long-term builders to continuously fuel the development of native Ethereum applications.

HashKey Cloud and EAG Launch EAG Contribution Pool to Support ETH Staking for Ethereum Ecosystem Development

According to monitoring by Dongcha Beating, the conversational one-click ride-hailing service has entered gray testing on the Doubao APP, with specific capacity provided by Caocao Mobility. Users in Beijing and Hangzhou who qualify for the gray test can book rides without manually entering pick-up and drop-off addresses or selecting vehicle types. They simply need to state the number of passengers, vehicle preferences, and destination in the chat box, and the system will automatically match the vehicle type and price from Caocao Mobility. Users can confirm with one click to complete the order. The driver side has also completed the necessary integration. Several Caocao Mobility drivers have confirmed that the platform has started pushing exclusive labels for 'Doubao Service Orders' and is offering a surprise service fee of 2 yuan per order to drivers providing the service. This feature launch stems from the AI mobility strategic cooperation reached by both parties in June this year.

[Doubao APP Launches Gray Test for Conversational One-Click Ride-Hailing in Partnership with Caocao Mobility]According to monitoring by Dongcha Beating, the conversational one-click ride-hailing service has entered gray testing on the Doubao APP, with specific capacity provided by Caocao Mobility. Users in Beijing and Hangzhou who qualify for the gray test can book rides without manually entering pick-up and drop-off addresses or selecting vehicle types. They simply need to state the number of passengers, vehicle preferences, and destination in the chat box, and the system will automatically match the vehicle type and price from Caocao Mobility. Users can confirm with one click to complete the order. The driver side has also completed the necessary integration. Several Caocao Mobility drivers have confirmed that the platform has started pushing exclusive labels for 'Doubao Service Orders' and is offering a surprise service fee of 2 yuan per order to drivers providing the service. This feature launch stems from the AI mobility strategic cooperation reached by both parties in June this year.

Doubao APP Launches Gray Test for Conversational One-Click Ride-Hailing in Partnership with Caocao Mobility

On June 22, a research report from Guojin Securities pointed out that capacitors are becoming the 'electric RAM' of AI computing systems—just as HBM serves as a buffer for data, capacitors act as a buffer for energy. Both play highly isomorphic roles in system architecture, hierarchical structure, and price-volume dynamics. More critically, market estimates for capacitor demand have long remained in the 'white zone' (within the PSU), while significant system-level increments are occurring in the overlooked 'gray zone' (the multi-level voltage reduction and distribution stages between the power grid and the cabinets).

The report emphasizes that the demand elasticity for capacitors has completely detached from the old logic of 'linear extrapolation based on the number of GPUs.' As the power of AI cabinets evolves to the megawatt level and the power supply architecture upgrades to 800V high-voltage direct current, the capacitor industry is entering a moment of reassessment characterized by simultaneous increases in both volume and price.

On the supply side, domestic capacitor manufacturers with high self-sufficiency in upstream materials (aluminum foil, activated carbon) and strong engineering capabilities are seizing a historic opportunity to capture global market share and pricing power, constrained by high-end material bottlenecks, energy-intensive environmental regulations, and conservative expansion strategies of overseas giants, which account for only 10%-20% of capacity increases. This indicates that the demand ceiling for capacitors has been systematically underestimated, and domestic manufacturers with high self-sufficiency in upstream materials are expected to enjoy dual dividends of market share expansion and enhanced pricing power.

[Guojin Securities: In the Era of AI Computing Power, Capacitors are Reassessing the Value of Memory]On June 22, a research report from Guojin Securities pointed out that capacitors are becoming the 'electric RAM' of AI computing systems—just as HBM serves as a buffer for data, capacitors act as a buffer for energy. Both play highly isomorphic roles in system architecture, hierarchical structure, and price-volume dynamics. More critically, market estimates for capacitor demand have long remained in the 'white zone' (within the PSU), while significant system-level increments are occurring in the overlooked 'gray zone' (the multi-level voltage reduction and distribution stages between the power grid and the cabinets).

The report emphasizes that the demand elasticity for capacitors has completely detached from the old logic of 'linear extrapolation based on the number of GPUs.' As the power of AI cabinets evolves to the megawatt level and the power supply architecture upgrades to 800V high-voltage direct current, the capacitor industry is entering a moment of reassessment characterized by simultaneous increases in both volume and price.

On the supply side, domestic capacitor manufacturers with high self-sufficiency in upstream materials (aluminum foil, activated carbon) and strong engineering capabilities are seizing a historic opportunity to capture global market share and pricing power, constrained by high-end material bottlenecks, energy-intensive environmental regulations, and conservative expansion strategies of overseas giants, which account for only 10%-20% of capacity increases. This indicates that the demand ceiling for capacitors has been systematically underestimated, and domestic manufacturers with high self-sufficiency in upstream materials are expected to enjoy dual dividends of market share expansion and enhanced pricing power.

Guojin Securities: In the Era of AI Computing Power, Capacitors are Reassessing the Value of Memory

On June 22, CMB International released a report stating that after reviewing the first-quarter performance of leading overseas TMT companies, it observed that the revenue and profit expectations for leading tech companies in the fiscal year 2026 have been further revised upwards, driven by strong demand for AI computing power and the continuous empowerment of AI in core businesses. However, several companies have also raised their capital expenditure guidance, leading to short-term pressure on free cash flow. From a medium to long-term perspective, the bank believes that the impact of AI investment on the profits of leading tech companies is manageable, with overall operating profit growth expected to maintain above 20% in the fiscal years 2027/2028. Although the free cash flow ratio is under short-term pressure due to capital expenditures, it is expected to reach an inflection point and trend upwards starting from the fiscal year 2028. The bank noted that the performance of the software sector has seen an overall valuation recovery, with profit expectations being robustly revised upwards; however, the overall performance within the sector remains relatively differentiated. The enterprise application software segment has shown stable performance, while the infrastructure software segment has benefited more positively from AI trends. Looking ahead, the bank believes that the key factors determining fundamentals and stock prices will be whether companies can achieve sufficiently high returns and ROIC in the wave of AI investment, thereby supporting stable short-term performance and sustainable growth in medium to long-term profits. Based on the current fundamentals and valuation levels, the bank recommends Microsoft, Google, Amazon, Palo Alto Networks, and Meta.

[CMB International: Impact of AI Investment on Leading Tech Companies' Profits is Manageable, Optimistic about Microsoft, Google, Amazon, and Others]On June 22, CMB International released a report stating that after reviewing the first-quarter performance of leading overseas TMT companies, it observed that the revenue and profit expectations for leading tech companies in the fiscal year 2026 have been further revised upwards, driven by strong demand for AI computing power and the continuous empowerment of AI in core businesses. However, several companies have also raised their capital expenditure guidance, leading to short-term pressure on free cash flow. From a medium to long-term perspective, the bank believes that the impact of AI investment on the profits of leading tech companies is manageable, with overall operating profit growth expected to maintain above 20% in the fiscal years 2027/2028. Although the free cash flow ratio is under short-term pressure due to capital expenditures, it is expected to reach an inflection point and trend upwards starting from the fiscal year 2028. The bank noted that the performance of the software sector has seen an overall valuation recovery, with profit expectations being robustly revised upwards; however, the overall performance within the sector remains relatively differentiated. The enterprise application software segment has shown stable performance, while the infrastructure software segment has benefited more positively from AI trends. Looking ahead, the bank believes that the key factors determining fundamentals and stock prices will be whether companies can achieve sufficiently high returns and ROIC in the wave of AI investment, thereby supporting stable short-term performance and sustainable growth in medium to long-term profits. Based on the current fundamentals and valuation levels, the bank recommends Microsoft, Google, Amazon, Palo Alto Networks, and Meta.

CMB International: Impact of AI Investment on Leading Tech Companies' Profits is Manageable, Optimistic about Microsoft, Google, Amazon, and Others

On June 22, according to Tianyancha, on June 18, the Intelligent Manufacturing and Robotics Equity Investment Fund Partnership (Limited Partnership) was established in the Beijing Economic-Technological Development Area. The executive partner is Beijing Yizhuang International Industrial Investment Management Co., Ltd., with a capital contribution of 5.001 billion RMB. The scope of operation includes private equity fund management and venture capital fund management services. Partner information shows that the fund is jointly funded by Beijing Yizhuang International Investment Development Co., Ltd. and Beijing Yizhuang International Industrial Investment Management Co., Ltd.

[Establishment of Intelligent Manufacturing and Robotics Fund in Beijing Economic-Technological Development Area with Capital of 5.001 Billion RMB]On June 22, according to Tianyancha, on June 18, the Intelligent Manufacturing and Robotics Equity Investment Fund Partnership (Limited Partnership) was established in the Beijing Economic-Technological Development Area. The executive partner is Beijing Yizhuang International Industrial Investment Management Co., Ltd., with a capital contribution of 5.001 billion RMB. The scope of operation includes private equity fund management and venture capital fund management services. Partner information shows that the fund is jointly funded by Beijing Yizhuang International Investment Development Co., Ltd. and Beijing Yizhuang International Industrial Investment Management Co., Ltd.

Establishment of Intelligent Manufacturing and Robotics Fund in Beijing Economic-Technological Development Area with Capital of 5.001 Billion RMB

On June 22, Kim Yong-bum, South Korea's presidential policy chief, stated that policymakers need to consider how the benefits of the chip industry's prosperity will spread throughout the economy, warning that historically, excess liquidity often ends up in the real estate market. Kim pointed out that driven by the global AI boom, profits in the semiconductor sector have surged, leading South Korea's nominal economic growth rate to reach its fastest level in over two decades. Although macroeconomic indicators show the economy has entered an unusually strong growth phase, many households and small to medium-sized enterprises have yet to truly feel the benefits. Kim noted that South Korea's real GDP growth in the first quarter was 3.8%, while real gross national income growth reached 13.2%, indicating a significant gap that suggests the boost in purchasing power from rising chip prices far exceeds the growth in actual output. He mentioned that most of the income growth generated has not yet been reflected in the broader economy but may gradually manifest in the coming quarters through bonuses, wage increases, and the return of export revenues, potentially supporting luxury consumption and real estate demand. 'Historically, such funds have often flowed into the real estate market, making it difficult to assume this cycle will be any different,' he stated.

[South Korea's Policy Chief Warns Chip Boom May Trigger Real Estate Risks]On June 22, Kim Yong-bum, South Korea's presidential policy chief, stated that policymakers need to consider how the benefits of the chip industry's prosperity will spread throughout the economy, warning that historically, excess liquidity often ends up in the real estate market. Kim pointed out that driven by the global AI boom, profits in the semiconductor sector have surged, leading South Korea's nominal economic growth rate to reach its fastest level in over two decades. Although macroeconomic indicators show the economy has entered an unusually strong growth phase, many households and small to medium-sized enterprises have yet to truly feel the benefits. Kim noted that South Korea's real GDP growth in the first quarter was 3.8%, while real gross national income growth reached 13.2%, indicating a significant gap that suggests the boost in purchasing power from rising chip prices far exceeds the growth in actual output. He mentioned that most of the income growth generated has not yet been reflected in the broader economy but may gradually manifest in the coming quarters through bonuses, wage increases, and the return of export revenues, potentially supporting luxury consumption and real estate demand. 'Historically, such funds have often flowed into the real estate market, making it difficult to assume this cycle will be any different,' he stated.

South Korea's Policy Chief Warns Chip Boom May Trigger Real Estate Risks

On June 22, Liu Qiangdong, founder and chairman of JD Group, revealed at the 2026 APEC Business Leaders Forum in China that JD is fully committed to the 'Giant Vision Model,' planning to collect over 10 million hours of first-person and third-person perspective video data globally. Utilizing JD's advantages in logistics and warehousing, the aim is to train AI to better understand the real world. He admitted that while JD may not be the strongest in large model development, it possesses rich advantages in physical scene data. Liu also announced that all of JD's AI technology will be fully opened to all partners in various countries overseas. 'We do not want any enterprise or any country to create technological divides or barriers,' he stated. 'Technological barriers are essentially technological exploitation, always attempting to use technology to plunder the wealth of other countries, serving only one country or one enterprise, which is not the philosophy of JD Group.' He urged entrepreneurs, research institutions, and government departments from APEC economies to initiate international cooperation in the field of AI as soon as possible. 'I do not believe that in the future era of artificial intelligence and robotics, any single country can face new technological shocks by changing its own system; it must be the result of collective cooperation among countries worldwide.'

[Liu Qiangdong: JD's AI Technology to be Fully Opened to Global Partners]On June 22, Liu Qiangdong, founder and chairman of JD Group, revealed at the 2026 APEC Business Leaders Forum in China that JD is fully committed to the 'Giant Vision Model,' planning to collect over 10 million hours of first-person and third-person perspective video data globally. Utilizing JD's advantages in logistics and warehousing, the aim is to train AI to better understand the real world. He admitted that while JD may not be the strongest in large model development, it possesses rich advantages in physical scene data. Liu also announced that all of JD's AI technology will be fully opened to all partners in various countries overseas. 'We do not want any enterprise or any country to create technological divides or barriers,' he stated. 'Technological barriers are essentially technological exploitation, always attempting to use technology to plunder the wealth of other countries, serving only one country or one enterprise, which is not the philosophy of JD Group.' He urged entrepreneurs, research institutions, and government departments from APEC economies to initiate international cooperation in the field of AI as soon as possible. 'I do not believe that in the future era of artificial intelligence and robotics, any single country can face new technological shocks by changing its own system; it must be the result of collective cooperation among countries worldwide.'

Liu Qiangdong: JD's AI Technology to be Fully Opened to Global Partners

21 июня иранское агентство новостей Tasnim сообщило, что данные морской навигации указывают на то, что с момента объявления иранскими военными о закрытии Ормузского пролива 20 числа ни одно судно не прошло через этот стратегически важный водный путь, в результате чего объем трафика упал до нуля. Вопреки заявлениям американских военных, пролив в настоящее время находится под контролем Ирана и находится в состоянии блокады.

[Iranian Media Reports Zero Ship Traffic in Strait of Hormuz]21 июня иранское агентство новостей Tasnim сообщило, что данные морской навигации указывают на то, что с момента объявления иранскими военными о закрытии Ормузского пролива 20 числа ни одно судно не прошло через этот стратегически важный водный путь, в результате чего объем трафика упал до нуля. Вопреки заявлениям американских военных, пролив в настоящее время находится под контролем Ирана и находится в состоянии блокады.

Iranian Media Reports Zero Ship Traffic in Strait of Hormuz

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Iranian Media Reports Zero Ship Traffic in Strait of Hormuz

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