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According to Golden Ten Data on June 25, citing foreign media reports, the Australian government has successfully pushed parliament to pass tax reforms in the real estate market, betting that these reforms will make housing more affordable for young Australians. The revised bill by the Labor government had previously passed the Senate and was approved by the House of Representatives on Thursday. The legislation limits tax incentives for investors in existing housing stock and raises the capital gains tax, aiming to reduce the influx of investors into the market—a surge that often crowds out first-time homebuyers. Treasurer Chalmers stated, “We are taking action because doing nothing would condemn another generation to the old patterns, locking them out of the housing market.”

BlockBeats reported that on June 25, BCA Research became the latest strategic institution to raise its US stock market target, reflecting Wall Street's increased optimism about earnings support for the US stock market in the second half of the year. The institution raised its year-end target for the S&P 500 Index from 7,700 points to 8,100 points. BCA's core assessment is that first-quarter corporate earnings strength and breadth both exceeded previous expectations, and the US economy has re-entered an expansionary phase. Similar to JPMorgan, BCA believes that the current stock market rally is not only driven by valuation expansion, but that earnings themselves are actually "delivering" the index gains. AI remains the core variable in this assessment. Large tech companies such as Alphabet, Microsoft, Amazon, Meta, and Oracle continue to increase capital expenditure on data centers and AI infrastructure, driving growth in orders for chips, servers, construction, electricity, and related industrial chains. This provides a clearer fundamental basis for upward revisions of earnings for 2026 and 2027. The institution believes the risk lies in the fact that the profit expansion brought by AI investments has already been quickly priced in by the market. If the subsequent return on capital expenditure is questioned, or if interest rates remain high, further upward movement in the index may require additional earnings confirmation rather than relying solely on investors' risk appetite.

BlockBeats news, on June 25, according to Bitget market data, the Nikkei 225 Index closed on June 25 (Thursday) up 3,191.37 points, an increase of 4.61%, at 72,366.34 points, reaching a record closing high. The South Korean KOSPI Index closed up 459.76 points, an increase of 5.43%, at 8,930.78 points; SK Hynix surged 13%, and Samsung Electronics rose over 5%.