Goldman Sachs said Brent crude could approach $120 a barrel by the fourth quarter if disruptions in the Strait of Hormuz continue. According to NS3.AI, the bank said such a move would bring Brent close to the $126.41 intraday peak reached on April 30 during the US-Iran war. Goldman’s base forecast remains $80 in the fourth quarter and $75 next year.

China's Civil Aviation Administration will work to build an air cargo system that is accessible, resilient, safe, and reliable during the 15th Five-Year Plan period, vice director Han Jun said at a State Council Information Office briefing, according to 36Kr. He said the regulator will focus on opening international cargo channels, improving the efficiency and backup capacity of traditional markets, strengthening links with emerging-market hubs, and building an international route network that combines freighter and bellyhold capacity. It also plans to expand the cargo functions of aviation hubs, including Beijing, Shanghai, Guangzhou, Shenzhen and Chengdu, improve the role of specialized cargo hub airports such as Ezhou, support major export provinces in using hub airports to lift international air cargo capacity, upgrade airport cargo infrastructure, foster more diversified cargo carriers, and help Chinese freight airlines grow into integrated logistics providers. The plan also calls for lowering costs and improving quality and efficiency in air logistics.

Hungary’s central bank is expected to cut borrowing costs for a second straight month as subdued inflation gives policymakers room to continue easing, according to Bloomberg.

谷歌正研发专为Gemini打造的AI推理芯片“Frozen v2”，将模型架构直接固化进硅片，推理效率预计较现有TPU提升6至10倍。这一设计以牺牲部分通用性换取更高性能和更低成本。

Strategy continues to raise hundreds of millions of dollars from investors — but for another consecutive week, none of that capital has gone into Bitcoin.

According to Lianhe Zaobao citing CNN, the Trump administration is pressing Congress to approve additional Pentagon funding this summer as U.S. military operations against Iran continue to drain ammunition and cash, but several Republican lawmakers say the Defense Department has not clearly explained how the money would be used and are not yet convinced to back the plan. Pentagon officials this month briefed bipartisan House appropriations leaders in a closed-door session on the urgency of the request, but two people present said officials failed to provide meaningful detail when pressed, frustrating lawmakers from both parties. Defense Secretary Pete Hegseth has met with dozens of House members in recent days, and some key lawmakers were invited to Camp David, while Vice President JD Vance has lobbied Republican lawmakers in Congress to stress party unity. The Trump administration had earlier proposed a USD 1.5 trillion annual defense budget, including USD 350 billion in new funding, but House Republicans have so far put forward only a USD 95 billion package, with USD 60 billion for the Pentagon, USD 13 billion for intelligence agencies, and the rest for farm aid and election measures. Some Republicans questioned why the Defense Department is seeking more money so soon after receiving a large funding boost. Representative Brian Fitzpatrick said the department must explain its rationale after spending such a large sum in the short term. A Republican lawmaker who attended a nearly four-hour meeting at the Pentagon said the officials did not present a persuasive case. Lawmakers focused on defense warned that if Congress does not act soon, funds for the military's current operations could run out by mid-August.

Police received a report at about 9 p.m. from a female manager at a securities firm in World-Wide House, 19 Des Voeux Road Central, who said a male colleague had used the company account to invest without authorization and lost HK$150 million, according to Ming Pao. The case prompted online speculation that several brokers based in World-Wide House may have been involved. Sun Hung Kai & Co, whose head office is on the 9th floor of World-Wide House, later clarified that it is not the securities firm involved.

African policymakers are expected to keep interest rates elevated for longer as renewed hostilities between the US and Iran stoke fresh inflation fears, especially in countries that import more fuel than they produce, according to Bloomberg. The Bloomberg Economics report says the conflict risk could keep pressure on prices and complicate policy easing across the continent.

近期全球科技股显著回撤，比特币反而没有受到较大拖累，这背后暗藏了哪些变化？

支付行业三十年轮回，四代同堂，却无一人靠支付赚钱。

Vietnam will fine individuals up to 50 million dong (about US$1,900) from 1 September 2026 for trading crypto on unlicensed platforms. The rules aim to move traders onto regulated local exchanges.

BIP-110是近期比特币社区最受关注的协议争议。Strategy创始人Michael Saylor日前发表长文，列出110条反对理由。

人们谈论AI时，聚焦智能与生产力革命；谈及加密，则只把它视作货币、金融市场与数字资产的平行赛道。这种割裂视角，会让人忽略一场规模更大的变革。

A newly discovered malware strain is using Microsoft 365 calendar invites dated 2050 as a secret channel to receive hacker commands and exfiltrate stolen data — all through Microsoft's own trusted infrastructure.

人工智能,AI Agent,Token,WAIC观察：七十多场活动 和一个提前到来的未来 金色财经,朴素的问题，最终决定了那些宏大叙事能留下多少。

美国经济运行逻辑，建立在美联储2%通胀目标这一前提之上，适度稀释美元购买力，刺激消费与投资，避免民众承受严重财务损失。但这套理论的逻辑，在现实中早已形同虚设。