Group 1 - The U.S. stock market closed mixed, with Circle surging over 34% and crude oil prices dropping nearly 1% [1] - The Federal Reserve remains cautious, indicating reduced uncertainty but still high risks, and expects two rate cuts this year, suggesting increased stagflation risks [1] - Foreign investors' holdings of U.S. Treasury bonds are nearing historical highs, with China reducing its holdings by $8.2 billion in April and Canada seeing a significant drop of $57.8 billion [1] Group 2 - The U.S. regulatory agencies plan to ease capital rules by lowering capital buffers by 1.5%, which is expected to promote Treasury trading [1] - The AI sector is experiencing intensified price competition, with OpenAI starting to discount its ChatGPT enterprise version, putting Microsoft in a reactive position [1] - The China Securities Regulatory Commission is establishing a growth tier for the Sci-Tech Innovation Board to support high-quality, unprofitable innovative companies in going public, and is trialing a pre-review mechanism for IPOs [1]
早餐 | 2025年6月19日
news flash·2025-06-18 23:27