China’s solar sector reversed earlier weakness in late trading on June 10, with several major photovoltaic names surging amid market talk of potential new mandatory standards. According to Jin10, JA Solar and Aiko Solar hit their daily limit-up, while LONGi Green Energy moved close to the limit-up level, as funds reportedly poured into the sector during the final half hour of trading. The rally was linked by market participants to an afternoon rumor that mandatory photovoltaic standards could be released next week, covering polysilicon, wafers, and modules, and potentially leading to the exit of about 30% of capacity based on prior guidance. The Paper said it contacted multiple companies mentioned in the market chatter. The companies said they had noticed the claim but could not verify its authenticity. While the rumor remained unconfirmed, policy expectations have recently strengthened. During the SNEC solar and energy storage exhibition held last week, a photovoltaic company executive said that, based on their understanding, a closely watched mandatory “tier-three” energy-efficiency standard might be introduced soon. The executive said companies with clear technical advantages but facing slow industry-wide capacity reduction have been looking to such a policy as a technical basis for procurement tenders that favor stronger products and phase out outdated ones. The executive added that companies unable to meet the standard would face difficulties, including potential tightening by financial institutions if firms lack the capability to carry out further technical upgrades, and argued the tier-three efficiency standard should be introduced as soon as possible and continuously improved.

Bitcoin’s latest retreat has been so severe that it has pushed more than half of its circulating supply into loss-making territory. According to Bloomberg, more than half of Bitcoin’s circulating supply is now in loss-making territory.

SpaceX即将在本周五迎来历史性的IPO，发行价敲定为135美元，初始纸面市值达1.75万亿美元。

U.S. President Donald Trump said Iran took too long in negotiations over an agreement he described as favorable to Iran and said it would now have to “pay a price.” According to Odaily, Trump made the remarks in comments about Iran, without providing further details.

预测市场领域正经历一场结构性变革，而大多数报道却忽略了这一点。关键不在于Kalshi与Polymarket之争，也不在于HIP-4与任何一家现有平台的较量，而在于融合。

SpaceX/Anthropic/OpenAI三家合计估值3.6万亿美元的公司正在涌向公开市场。

Anthropic has released Claude Fable 5 with stronger performance but strict safety rules that route sensitive topics to an older model. Free access will be limited after 23 June, while a more powerful version is reserved for trusted users under a controlled programme.

加密货币并未创造出一个独立于主权货币的新货币体系。

余伟文表示，丰富人民币的投资途径并增强流动性，将是香港金管局加力推进人民币国际化的重要发展节点。

Anthropic,人工智能,Anthropic 说 AI 要自我进化了？让我们来聊一聊大模型真正的瓶颈 金色财经,这个世界需要什么样的新编码？

AI Agent,人工智能,MLCC：下一个被 AI 重塑的千亿赛道 金色财经,任何一笔投资，看清风险和看清机会同样重要。

The European Commission has ordered Meta to restore free access to WhatsApp’s business tools for rival AI chatbots while it investigates whether the company blocked competition unfairly. Meta must allow third-party AI assistants back onto the platform under previous terms within five working days, while it plans to appeal the decision.

人工智能,美股,美元,美元、AI与庞氏：币圈思维炒股指北（上篇） 金色财经,宏大叙事会骗人，流动性预期不会。