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Glonhui, June 26 ｜ US energy company FirstEnergy rose 3.8% pre-market to $49.9, after five consecutive gains. According to reports, Morgan Stanley recently released a new research note, maintaining an “Overweight” rating for FirstEnergy and slightly raising the target price from $51 to $52. In addition, the US Department of Energy announced around $1.9 billion in dedicated grid upgrade funding; Congress introduced the "SURGE Act" aimed at rewarding improvements in grid efficiency through incentive mechanisms.

```htmlGolden Ten Data reported on June 26 that today, Luo Jie, Chairman of Tengyuan Cobalt, stated at a forum that the essence of competition in the AI industry, aside from computational power, is competition in critical minerals and advanced new materials. Cobalt, nickel, lithium, copper and other energy metals are the fundamental foundation for the entire AI industry. She suggested that companies in the energy metals sector should intensify research and development in high-purity metals, green low-carbon smelting, and recycling technologies, in order to solidify a domestically autonomous and controllable supply base for the AI industry chain.```

Golden Ten Data reported on June 26 that Crédit Agricole stated its end-of-month pricing model indicates that the market is expected to see mild US dollar buying before the close at the end of June. The bank pointed out: "Global stock markets performed strongly overall in June. In the foreign exchange market, the US dollar rose against all major currencies this month. Overall, considering this month's stock market trends, market capitalization weights, and exchange rate performance, the end-of-month portfolio rebalancing fund flows are expected to create a generally mild US dollar buying, with the USD/SEK buy signal likely to be the strongest." However, the bank reminded that this market movement will not only be influenced by end-of-month fund flows, but quarter-end and half-year-end flows may also play a role. As a result, market price movements could become more volatile and turbulent, as multiple fund flows intertwine and may make market signals more complex. This is especially likely to be evident in the last one or two days next week as the London fixing approaches. Therefore, if some sharp price swings occur during this period that seem to lack fundamental support, investors should remain cautious.