金色财经_

On June 26, Microsoft rose nearly 1% in pre-market trading to $356.3. Legendary hedge fund manager Michael Burry disclosed new holdings, buying long-term call options on Microsoft expiring in 2028, saying that Microsoft's drop to $350 is a buying opportunity. In addition, following Apple's price increase for MacBook and iPad, Microsoft announced that it will raise the price of Xbox consoles starting August 1, with a maximum increase of $150, marking the second price hike in less than a year.

Golden Finance reported that on June 26, Bernstein raised Qualcomm's price target from $140 to $235, maintaining an "in-line with the market" rating.

Golden Finance reported that on June 26, in order to further standardize the import and export of gold and gold products, promote trade facilitation, and optimize the business environment, the People's Bank of China, together with the General Administration of Customs, revised the "Measures for the Administration of Import and Export of Gold and Gold Products" (issued as Order No. 1 [2015] of the People's Bank of China and the General Administration of Customs, and revised as Order No. 3 [2020] of the People's Bank of China and the General Administration of Customs), forming the "Measures for the Administration of Import and Export of Gold and Gold Products (Draft for Comments)", which is now open for public feedback.

Golden Finance reported that on June 26, Hyperliquid responded on the X platform to being added to the Monetary Authority of Singapore (MAS) Investor Alert List (IAL). It emphasized that being included in the IAL does not represent a ban, enforcement action, or determination of violation. The list only lists entities that may be mistakenly perceived by the public as holding an MAS license or being regulated by MAS. Many large exchanges and DeFi protocols have already been included in the list.
Hyperliquid stated that it is a permissionless infrastructure and has never claimed to hold an MAS license or to be authorized by MAS. There have been no changes to the network itself, and users always maintain self-custody, with transactions settled fully on-chain and transparently. Hyperliquid stated that it will continue to cooperate with global regulatory bodies and institutions, supporting the establishment of a clear, well-designed on-chain financial regulatory framework.

Jinse Finance reports that on June 26, Titan Mining saw its pre-market shares surge over 45% to $3.24. On the news, the company earlier announced that its wholly-owned subsidiary, Empire State Mines, received two conditional lease contracts awarded by the U.S. Army to build graphite purification facilities on military bases. This marks the first time the U.S. has built a commercial-scale critical mineral processing plant on a defense base.

_Author: CoinW Research Institute_
On June 25, the controversy surrounding Anthropic’s model security, access control, and capability leakage escalated again. Anthropic publicly accused Alibaba of systematically obtaining information related to the Claude model’s capabilities through nearly 25,000 fraudulent accounts. This accusation made the recovery process of Fable 5—even already obstructed—more complex, and brought a core issue back to the forefront: as cutting-edge models increasingly combine stronger cybersecurity, code analysis, and automation capabilities, model access, account risk controls, cross-border usage, and capability leakage will all be brought under regulatory and platform governance frameworks.
To understand this controversy, we need to trace the timeline back to June 12. On that day, Anthropic’s Claude Fable 5 and Mythos 5 were suddenly suspended.

Reuters survey says that due to ample supply of Middle East spot crude oil and falling prices, Saudi Arabia may lower its August official selling price to Asia to a four-month low. The August OSP for Arab Light crude will be a premium of $1.5-$3 per barrel over the Dubai/Oman average, $6.5-$8 per barrel lower than July, and other Saudi grades will also be reduced. Earlier, the Middle East spot market deteriorated, with the Dubai spot price differential turning to a discount of $1.64 per barrel this week, the lowest in six years.

Bank of America, citing EPFR data, said that in the week ending June 24, U.S. stock funds saw outflows of $8.5 billion, while tech sector funds saw a record $9.3 billion outflow, contrasting with net inflows of $19.2 billion the previous week. Overall equity funds saw outflows of $5 billion, and money market funds saw outflows of $25.5 billion. Wall Street was shaken by a tech stock slump, but an optimistic outlook from Micron eased concerns, and the S&P 500 pulled back. European funds saw outflows for the 11th consecutive week, as investors turned to fixed-income funds with inflows of $1.66 billion.

On June 27, according to monitoring by Yu Jin, the agent of the “BTCOG insider whale,” GarrettJin, placed a ZEC short order with a value of $21.73 million at a price of $418.9 half an hour ago. The order has currently been filled for $4.93 million, and orders worth $16.8 million are still waiting to be filled. After all are filled, he will be the largest ZEC position holder on Hyperliquid. In addition, his 1,270 BTC long order opened at $76,117 ($96.54 million) is currently showing an unrealized loss of $20.15 million.

Golden Finance reported that on June 27, the South Korean government formed an inter-agency consultative body on the 26th to address criminal activities carried out using artificial intelligence (AI) technology, such as “digital sex crimes,” financial scams, and false advertising. This new body is named the “Inter-Agency Consultative Body for Responding to AI-Related Crimes,” and its members come from 10 government agencies, including the Broadcasting Media Communication Committee, the Ministry of Science and ICT, the Ministry of Gender Equality and Family, the Financial Services Commission, the National Police Agency, and others. According to South Korean media, as AI-related crimes become increasingly rampant, a single agency is usually unable to respond effectively, so it is necessary to establish an inter-agency mechanism for coordination and cooperation.

Golden Finance reports that Base Build, in a post on X, said that due to recent issues with network stability, the mainnet activation time for the Base B20 token standard has been postponed again. The official will announce the adjusted time soon. Meanwhile, Sepolia and Vibenet will continue to move forward as planned.
Earlier, Base’s senior developer advocate, Jon Roethke, posted on X stating that the B20 token standard is expected to be activated on June 27 at 2:00 on the Base mainnet.

Jinse Finance reports that on June 27, research firm SiliconData released data pointing out that the widespread use of cheap open-source models has led to a decline in spot rental prices for H100 GPUs and a drop in the token price index. However, the firm believes this does not indicate a weakening of overall AI demand, and notes that the large-scale shift of users to cheap open-source models has actually driven an increase in overall computing consumption, maintaining demand for high-end computing resources.

Jinse Finance reports that on June 27, the Islamic Revolutionary Guard Corps of Iran issued a statement saying that its navy has struck multiple U.S. military targets in the Middle East in response to U.S. airstrikes on Iran's coastal areas.

According to FT reports, Trump’s eldest son, Donald Trump Jr., joined Kalshi as a strategic advisor in early 2025, receiving about $300,000 in equity when the company’s valuation was under $2 billion. Kalshi’s most recent fundraising valuation has risen to $22 billion, and it is currently in talks to raise funds in the third quarter of this year at an estimated valuation of about $40 billion. His equity was not paid for; the subsequent share issuance has led to significant dilution, or potentially generated huge paper gains.

Golden Finance reported that on June 27, according to OnchainLens monitoring, after 2 years of dormancy, the whale “0x064” sold 5,671 ETH at a price of 1,576 USD, receiving 8.938 million USDS in exchange.

Golden Finance reported that on June 27, according to a Financial Times report, Apple lobbied the Trump administration to allow it to purchase DRAM chips manufactured by Chinese company ChangXin Memory Technologies.

OpenAI may delay its IPO due to financial pressure, and the market is re-evaluating AI’s impact on traditional software companies. Software stocks broadly rose on Friday, with ServiceNow and Workday leading gains, while Oracle fell, dragged by the outlook for cloud infrastructure. With cloud computing capacity under pressure, valuation divergence for AI infrastructure has intensified, and investors are recalibrating long-term capital expenditures and prospects.