A U.S. official said Iran carried out missile and drone attacks on nearby countries, including Bahrain and Kuwait, with no reported U.S. casualties and no major impact on U.S. facilities in the Middle East. According to Jin10, Reuters cited the official on June 27 as saying there were no reports of injuries among U.S. personnel, and U.S. installations in the region had not suffered significant effects or damage.

Zhongtai Securities said it expects the market to remain in a bottoming, rangebound phase over the next one to two weeks, with clearer downside support and continued consolidation. According to ChainCatcher, the brokerage’s research note said that after a major IPO lists, the reduction of uncertainty and a recovery in sentiment could support a move toward prior highs or new highs. Zhongtai Securities added that the market’s style is likely to remain characterized by “technology diffusion” rather than a rotation into different themes. In technology, it highlighted storage and semiconductor equipment, as well as overseas computing-power supply chains, calling storage and semiconductor equipment the most certain direction at present. Outside technology, it pointed to new energy, AI-related new materials and minor metals, construction machinery, and brokerages. It said medium-term support for new energy could come from rising electricity demand tied to AI computing expansion and from overseas expansion. For AI-related new materials, it said a price-increase cycle for copper-clad laminate (CCL) has begun. It also said brokerages could benefit from IPO follow-on investment and active trading, leaving room for tactical opportunities.

The 21st Century ROAD to Housing Act passed the Senate 85-5 on June 22 and cleared the House 358-32 the next day, including a four-year ban on a Federal Reserve-issued central bank digital currency (CBDC). According to NS3.AI, the provision would block a Fed retail digital dollar through the end of 2030 and would require new congressional authorization after that. The article also notes that Circle’s USDC and Tether’s USDT account for more than 80% of a stablecoin market valued at roughly $320 billion. President Trump canceled a planned signing ceremony on June 24, though House leaders expect him to sign the housing package within days.

Serenity said in a post on X that Schaeffler AG is an “ideal example” of how the automotive industry can enter the humanoid robotics sector. According to Odaily, Serenity stated that Schaeffler AG has a market capitalization of about 7.5 billion euros and has already begun cooperating with around 45 humanoid robot companies. Serenity said Schaeffler’s business covers core components including bearings, gearboxes, sensors and ECUs, actuators, and power electronics. It added that, in theory, the company could account for about 50% of a humanoid robot’s bill of materials cost. Serenity noted that despite the potential for high penetration, Schaeffler currently expects to achieve only several hundred million euros in revenue by 2030.

6月27日早间，Anthropic宣布：美国政府已批准其最强网络安全模型Mythos 5重新部署至超过100家美国机构，包括大型企业和政府部门。面向公众的版本Fable 5“恢复在即”。

Coinbase将智谱与月之暗面设为默认模型，在用量指数级暴增下成功将AI支出“腰斩”。

5月初美元走强、加息预期升温，恰好对应的就是全球市场K型分化加速的节点，核心是紧缩预期对非AI领域需求的损伤。

美联储正通过金融压迫将大众当成“锅里的青蛙”慢慢煮熟。

人工智能,美股,投资,什么导致本周市场大动荡？高盛合伙人：不是沃什而是AI再平衡 金色财经,“目前仍是股市在驱动宏观，而非宏观在驱动股市”。

本周共有18家区块链初创公司完成融资，总融资金额达4.973亿美元。 Bitbank 在由 SBI Holdings（SBI集团）参与的并购融资轮中融资2.89亿美元——为本周最大融资轮次。

巨头下场做AI员工，创业公司先被验证还是先被挤压。

融资,法律,人工智能,从DeepSeek传闻交易结构看：AI创业公司融资时 创始团队的哪些控制权不能丢？ 金色财经,AI公司融资，最危险的可能不是股权稀释。

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