金色财经_

Based on an analysis of FEC data, the Washington Post reports that as the midterm elections approach, the main donors in this cycle have already spent more than $1.3 billion to influence politics, favoring the Republican Party. In the first half of 2026, Republican-related contributions totaled $880 million, Democratic donations $290 million, and cross-party and other donations $200 million. When it comes to individual giving, Elon Musk led with $85.1 million, donating to Republican-related entities.

According to the Bank of Korea's "Financial Stability Report," South Korea's private sector credit leverage ratio stood at 197.9% as of the end of 2025, with households at 88.2% and businesses at 109.8%, approaching twice the GDP and significantly higher than other developed economies. Although it declined compared to the previous quarter, the central bank attributed this to statistical factors, as actual debt continued to grow; the scale of borrowing for stock investment expanded, and the pace of housing price increases also picked up again.

Jinse Finance reported on June 26, citing the New York Times, that three people involved in internal discussions at OpenAI said OpenAI is inclined to postpone its IPO to next year.
According to people familiar with the matter, OpenAI originally planned to hold an IPO as early as the third or fourth quarter of this year.
OpenAI’s CEO, Sam Altman, urged financial advisors to do everything they can to raise the company’s valuation to $1 trillion.
But a recent series of developments forced OpenAI’s executives to abandon their original aggressive plans.
Most notably, it was the performance of Elon Musk’s SpaceX after its IPO earlier this month.
SpaceX’s share price has been falling steadily, closing at $153 on Thursday, after having touched a high of $202 last week.
In recent weeks, global markets have also seen volatility, with tech stocks dragging indices lower and investors questioning whether AI companies can deliver on their overly ambitious promises.
According to two people familiar with the matter, the past one…

Golden Finance reported that on June 25, Tongfu Microelectronics (002156.SZ) announced that, due to its own operational and management needs, National Integrated Circuit Industry Investment Fund Co., Ltd., a shareholder holding more than 5% of the company’s shares, reduced its shareholding and—because of that and the equity incentive plan—its shareholding ratio was passively diluted. The shareholding ratio decreased from 11.72% to 5.00%, representing a total reduction of 6.72%. After this change in its equity, the industry fund’s shareholding ratio fell to below 5%, and the company’s controlling shareholder and actual controller did not change.

Golden Finance reported that on June 26, Federal Reserve Williams stated that the current monetary policy stance is in a favorable position to restore inflation to the Fed's 2% target level, while also acknowledging that there are still risks to achieving its dual mandate. Williams said: "Given that inflation is at a high level, we must continue to bring it back to the long-term target of 2%. The current monetary policy stance is fully capable of achieving this goal." Williams pointed out that inflation is "undoubtedly high" and far above the committee's 2% target. He expects inflation data to decline slightly in the coming quarters, although significant risks remain.

Golden Finance reported that on June 26, according to the Wall Street Journal, two senior US officials revealed that the Iranian Revolutionary Guard attacked a cargo ship flying the flag of Singapore in the Strait of Hormuz on Thursday, a move that tested the agreement signed by the US and Iran last week aimed at ending the conflict and reopening this important waterway.
According to the UK Maritime Trade Operations Office (UKMTO), the attack damaged the ship's bridge but caused no casualties.
The attack occurred near the coast of Oman, a few hours after the Iranian paramilitary navy had issued a warning that ships should not use unauthorized waterways.

Invesco plans to launch a new money market fund for stablecoin reserves and include it in the Short-Term Investments Trust. The fund aims to maintain a $1 net asset value and provide daily liquidity, allowing stablecoin issuers to hold compliant reserves and benefit under the GENIUS Act framework. The fund will be the tokenized shares’ secondary transfer agent, with share records maintained on a designated public blockchain. This shows that traditional asset managers are also accelerating their efforts to compete in the stablecoin reserve and tokenized money market fund market.

Jinse Finance reports, June 25, Brazilian Central Bank: Inflation expectations have risen sharply.

Golden Finance reported that on June 26, Sophon, which has raised $70 million, is shutting down its Layer 2 blockchain and moving to Base to build consumer applications, claiming that the infrastructure era of cryptocurrency has ended.
Sophon co-founder Sebastien (Seb) told The Block: "We believe that value has never been about who operates the infrastructure, but about the products built on top of it. Sophon chose to go deep into developing these products rather than maintaining the infrastructure."

TrendForce claims that NVIDIA is developing an 800V DC power rack as an optional configuration for the VeraRubin platform, with shipments expected in Q3 2026. The RubinUltra rack’s power consumption is about 660kW; the next-generation air-cooled solution will be 1.2–1.3MW, and 800V power is expected to become significantly more widely adopted after the second half of 2027. The report does not name specific stocks, but Vertiv, Eaton, and others have publicly cooperated with NVIDIA on the design of the 800VDC platform.

Golden Finance reported that on June 26, a vessel in the Strait of Hormuz was hit by an unidentified projectile, and shortly before that, several cargo ships turned back while attempting to cross this key waterway. The latest developments may disrupt the rapid reopening of the strait. The United Kingdom Maritime Trade Operations (UKMTO) stated that the unidentified cargo ship was struck on its side while sailing southeast of Oman, damaging the bridge. The UKMTO, which coordinates communication between commercial ships and the military, advised vessels to "navigate with caution." Oil prices rose after the incident, with Brent crude hitting an intraday high above $75 per barrel, following reports from US media that Iran's Islamic Revolutionary Guard Corps attacked a Singapore-flagged cargo ship in the Strait of Hormuz on Thursday. However, a White House official said it was too early to determine which party attacked the vessel. The official stated that the US is investigating who is responsible for the attack, including whether the operation was carried out by senior members of Iran's Islamic Revolutionary Guard Corps.

Golden Finance reported that on June 25, Deutsche Bank raised its price target for Micron Technology (MU.US) from $1500 to $1550.

Jinse Finance reports that on June 25, BlackBerry expects full-year revenue of $594 million to $621 million, compared to the market estimate of $601.9 million. BlackBerry expects full-year adjusted basic earnings per share of $0.16 to $0.20, compared to the market estimate of $0.18.

The Strait of Hormuz Administration of Iran announced that vessels transiting the Strait of Hormuz must follow the prescribed routes and procedures. Any vessel deviating from the designated route will not be entitled to safety and insurance guarantees, and the relevant consequences shall be borne by the vessel owner, operator, and captain. In accordance with the time frame stipulated in the Iran-U.S. Memorandum of Understanding, passage applications submitted to the Strait Administration will be processed expeditiously. Vessels are required to submit their applications 48 hours before arriving in the strait area and coordinate their routes and transit windows in advance.

Golden Finance reported that on June 25, U.S. Secretary of State Rubio said that he held a very successful meeting with Gulf states. We will not do anything that undermines our Gulf partners. The Gulf states shared some serious concerns. The Gulf states have “zero support” for charging fees in the Strait of Hormuz.

On June 26, US stocks closed mixed, with the Nasdaq down 0.46%, the S&P 500 flat, and the Dow up 0.14%. Tech stocks diverged, with SanDisk up over 21%, Micron Technology up over 15%, Applied Materials up over 13%, Western Digital and ASML up over 4%, and Qualcomm up over 3%. The Big Seven tech giants mostly fell, with Apple down 6.1%, its biggest single-day drop since April 2025; Microsoft, Amazon, Meta, NVIDIA, Google, and Tesla all declined by varying degrees.

Jinse Finance reported that on June 25, Liu Minghua, CEO of Deloitte China, said that China’s token (token) call volume has topped the world for 7 consecutive weeks. Ni Yili, Chairman of McKinsey China, said: “Why Chinese companies are moving faster is because they have a stronger sense of trust in technology, greater curiosity about it, and a more enthusiastic embrace of it. I believe this is faster than any company anywhere else.”