金色财经_

Golden Finance reports that Nebius rose 5.3% before the market opened to $295.88, with an intraday high of $297.93, setting a new all-time high. The company announced a full acquisition of Eigen AI at a price of $643 million. The acquisition will enhance Nebius Token Factory’s capabilities, strengthen its position as a production-grade AI hosting and inference platform, and also address the weaknesses in domestic R&D in the United States. Eigen AI’s core team will be based in the San Francisco Bay Area, establishing a North America R&D center and improving the company’s dual-track R&D layout across enterprises in Europe and the U.S.

Golden Finance reports that on June 18, Zhongji Xuchuang rose more than 6% in the afternoon, setting a new all-time high. Its total market value exceeded 1.52 trillion yuan, surpassing Kweichow Moutai and ranking ninth among A-shares.

Golden Finance reported that on June 18, shares in Zhipu (2513.HK), a large-model concept stock in the Hong Kong stock market, saw its late-session gains expand further; at one point, the stock surged by more than 22%, with the share price at 2,038 Hong Kong dollars, setting a new all-time high, and its market capitalization surpassing 900 billion Hong Kong dollars.

Golden Finance reports that on June 18, short-term interest rate futures currently indicate a higher probability of the Federal Reserve raising interest rates in September than keeping rates unchanged.

The Federal Reserve's June dot plot shows a clear increase in the willingness to raise interest rates in 2026, with a total of 9 members supporting a rate hike (1 person 3 times, 5 people 2 times, 3 people 1 time), 8 members maintaining the current rate, and 1 person expecting a rate cut once; compared to March, the number of rate cuts has sharply decreased, and the hawkish stance has significantly strengthened, with one member even suggesting an aggressive 75 basis point hike.

Golden Finance reports that on June 18th, the Federal Reserve's dot plot showed that out of 19 officials, only 18 submitted dot plot forecasts for 2026 and 2027, and only 17 submitted a forecast for 2028.
Before the Federal Reserve's dot plot was released, the market had already anticipated that the newly appointed Fed Chair Waller would not submit a dot plot forecast, and it is currently unclear which Fed officials have joined Waller's camp and did not submit a forecast for 2028.

Golden Finance reports that the Federal Reserve's dot plot shows a clear hawkish tilt, with 9 out of 18 officials expecting at least one rate hike this year, and 6 expecting multiple hikes; only 1 predicts a rate cut this year, and another participant did not submit a SEP. The full policy statement has been significantly shortened, and the communication framework has changed markedly, which may lead to a re-pricing of market expectations for the interest rate path.

Golden Finance reports that on June 18th, analysts commented on the Federal Reserve's interest rate decision: The Federal Reserve added a new economic statement in its latest announcement to describe the current economic situation. The statement pointed out that productivity growth and capital investment remain strong. This change echoes Fed Chair Powell's emphasis on the investment boom in artificial intelligence (AI). He and some members of the Trump camp believe that the AI-related investment surge may lead to a decrease in inflationary pressures in the future.

Golden Finance reports that on June 18th, the Federal Reserve's dot plot showed that out of 19 officials, only 18 submitted dot plot forecasts.
Among the 18 officials, 1 believes that the remaining time until 2026 should see a total rate hike of 75 basis points, 5 believe it should be a total increase of 50 basis points, 3 believe it should be a total increase of 25 basis points, 8 believe rates should remain unchanged, and 1 believes rates should be cut by 25 basis points.

Golden Finance reports that on June 18, the Federal Reserve held its fourth consecutive meeting, keeping the benchmark interest rate unchanged at 3.50%-3.75%, in line with market expectations.

Golden Finance reports, U.S. President Trump: Only if Iran gets things right will they provide $300 billion in funds. Iran's reconstruction will take 15 to 20 years.

Golden Finance reports that on June 18th, after the Federal Reserve announced its interest rate decision, spot gold dropped more than $40 in the short term, and the US dollar index DXY surged 35 points in the short term.

A senior U.S. official stated that the U.S.-Iran 14-point memorandum signed on Friday is not a final binding agreement, and both sides can withdraw. Switzerland will formally sign the memorandum, and the next phase will focus on the implementation sequence of the initial agreement measures. The official said that the Swiss talks are crucial to advancing the memorandum into a comprehensive agreement, and the 14-point text is basically consistent with the version previously disclosed by the media.

Golden Finance reports that on June 18, multiple U.S. media outlets reported on the 17th that an anonymous senior U.S. official disclosed to the media the "official text" of the memorandum of understanding reached between the United States and Iran. Iran has not yet publicly released the document. (Xinhua News Agency)

Golden Finance reported that on June 18, according to multiple Middle Eastern media outlets—including Iran’s Mehr News Agency, Today Israel, and Saudi media Hadass—Israel once again carried out airstrikes and shelling in the Nabaytiyeh area of southern Lebanon. Israel also attacked a car in the town of Kfar Tibbunet in southern Lebanon, resulting in one death and multiple injuries. (Jin10)

Golden Finance reported on June 18 that economics professor Phil Powell expects the Federal Reserve to keep interest rates unchanged at this meeting. Previously, rising oil prices pushed inflation above 4%, and further rate hikes are more likely in the coming months; but if Iran reaches a peace agreement and oil prices fall, the short-term probability of rate cuts may decrease. This is the first rate decision since Wosh took office, and the market may believe that the new chairman is more willing to cut rates, but the decision still relies on technical data and procedural considerations. If inflation does not decrease before the end of the year, rate cuts are unlikely.

Author: Tigris; Source: X, @tig88411109
Stop looking for “daddy” anymore. With the arrival of a new official, the U.S. Federal Reserve faces the biggest paradigm shift—what risks and major investment opportunities does this mean the market will face? The most important line: in his debut appearance, the new Fed chair, Warsh, “I will no longer give you any guidance about the future.”
For the past decade or more, capital markets haven’t been addicted to low interest rates; they’ve been addicted to having a good “daddy.” When stocks drop, you wait for the Federal Reserve to come out and calm things down. When financial conditions tighten, you wait for forward guidance to release easing. The moment inflation starts to fall a little, people begin trading for rate cuts. When economic data cools slightly, the market immediately asks: where is the Fed put?
This isn’t price discovery in a mature market—it’s more like a conditioned reflex that has been kept and nurtured by the central bank for a long time.
What Warsh’s first press conference truly changed isn’t the old interest-rate decisions and the research dot plots, but the fact that he broke this conditioned reflex.

Golden Finance reports that on June 18, the Federal Reserve FOMC statement said: among the 18 FOMC participants, 9 expect interest rate hikes in 2026.