随着美国与伊朗达成协议重新开放关键航道，滞留在波斯湾数月的油轮开始驶离霍尔木兹海峡，国际油价于周四抹去战前涨幅。美国8月交割的轻质原油期货下跌1.34%至每桶约69.4美元，布伦特原油期货下跌1.67%至每桶72.51美元以下，均逼近2月下旬中东战争爆发前的水平。根据贸易追踪公司Kpler的数据，已有20多艘装载约3500万桶原油的非伊朗油轮通过霍尔木兹海峡，这些油轮此前因德黑兰在冲突初期关闭航道而被困三个多月，预计多数将于8月初抵达亚洲目的地。花旗银行表示，随着霍尔木兹海峡流量正常化，重大局势降温已成为其基本预测情景，并预计布伦特原油价格在未来6至12个月内将跌至每桶60至65美元。

Oil prices erased wartime gains on Thursday as investors anticipated improved global crude supplies after tankers stranded in the Persian Gulf for months began leaving the Strait of Hormuz. U.S. crude for August delivery dropped 1.34% to around $69.4 a barrel, and Brent declined 1.67% to under $72.51 a barrel, hovering near levels seen before the Middle East war broke out in late February. According to trade-tracking firm Kpler, more than 20 non-Iranian oil tankers carrying about 35 million barrels of crude have passed through the Strait of Hormuz since the U.S. and Iran reached an agreement to reopen the waterway, ending a three-month blockage. Most of these vessels are expected to reach their destinations in Asia by early August. Citi stated that a major de-escalation is now its base case and expects Brent to fall to $60 to $65 a barrel over the next six to 12 months as shipping flows normalize.

美光科技第三财季营收大幅增长，从上年同期的93亿美元增至四倍以上，并预计当前季度营收将达到约500亿美元，远超分析师预期的435.8亿美元。人工智能热潮推动存储芯片价格与需求飙升，美光股价在周三盘后交易中大涨近15%，过去一年的累计涨幅达到约700%，市值突破1万亿美元。美光强劲的业绩展望缓解了全球市场对人工智能需求的担忧，并带动半导体板块集体走高，闪迪、西部数据和泛林集团等芯片股纷纷上涨。这一乐观情绪在周四波及全球金融市场，纳斯达克100指数期货上涨1.8%，高通将2029财年非手机业务营收指引上调至400亿美元也为市场提供了支撑。在周四下午的亚太交易中，韩国综合股价指数大涨超5%，日本日经225指数上涨约4%。

Micron Technology's fiscal third-quarter revenue more than quadrupled from $9.3 billion a year earlier, and the company projected current-quarter revenue of about $50 billion, far exceeding the $43.58 billion expected by analysts. Driven by soaring demand and prices from the artificial intelligence boom, Micron's stock surged nearly 15% in extended trading on Wednesday, bringing its past-year gain to roughly 700% and pushing its market capitalization past $1 trillion. The strong outlook eased global concerns over AI demand, boosting other chipmakers including Sandisk, Western Digital, and Lam Research. The optimism spread to broader financial markets on Thursday, with Nasdaq 100 futures climbing 1.8%, also supported by Qualcomm raising its fiscal 2029 non-handset revenue guidance to $40 billion. In Asia-Pacific afternoon trade, South Korea's Kospi index advanced more than 5%, while Japan's Nikkei 225 index added around 4%.

美国参议院于周三深夜以47比50及1票出席的投票结果，否决了旨在限制总统特朗普对伊朗发动战争权力的程序性动议。该决议由民主党参议员蒂姆·凯恩提出。就在前一天，参议院刚在四名共和党议员的支持下，勉强通过了一项限制特朗普战争权力的众议院决议，而周三的投票结果迅速逆转了这一立场。在周三深夜投票前，特朗普在一次紧张的参议院共和党闭门午宴上，对投票支持限制其权力或缺席投票的共和党人表达了强烈不满，并与共和党参议员比尔·卡西迪发生直接争执。这一施压促成了关键议员的立场转变：此前曾支持限制战争权力的共和党参议员兰德·保罗在周三改投“出席”票，比尔·卡西迪则改投反对票。特朗普随后在社交媒体上对投票结果表示欢迎，称这向伊朗发出了警告。

The U.S. Senate late Wednesday rejected a procedural motion to advance a resolution by Democratic Senator Tim Kaine that would restrict President Donald Trump's power to wage war against Iran. The 47-50-1 vote represents a swift reversal for the Senate, coming just one day after the chamber narrowly passed a separate House-passed resolution to limit Trump's war powers with the support of four Republicans. The shift followed a tense, closed-door Senate Republican luncheon earlier on Wednesday, during which Trump expressed frustration with lawmakers who had supported the previous resolution or missed the vote, arguing that they undermined his position in ongoing peace negotiations with Iran. Key Republican shifts drove the reversal, as Senator Rand Paul voted present and Senator Bill Cassidy voted against advancing the resolution after clashing with Trump during the luncheon. Trump welcomed the outcome on Truth Social, stating it puts Iran on notice.

美国特朗普政府于2026年6月24日正式向国会提交了一份876亿美元的追加资金申请，主要用于应对与美伊战争相关的“紧急需求”。白宫行政管理和预算局局长拉塞尔·沃特在致众议院议长迈克·约翰逊的信中，敦促国会尽快批准该提案。在申请的资金中，国防部将获得最大份额的670亿美元，其中包括210亿美元用于弹药、173亿美元用于运营成本、121亿美元用于机密项目。此外，该提案还为能源部申请了7.675亿美元用于战争和伊朗核能力相关项目，并为国务院申请了3亿美元用于伊朗周边国家的大使馆安全与建设。除军事用途外，提案还包括非战争相关的110亿美元美国农民支持资金和14亿美元的中非埃博拉疫情应对资金。由于11月国会中期选举临近，该提案在国会面临艰难的斗争。

The Trump administration on Wednesday, June 24, 2026, formally submitted a supplemental funding request of $87.6 billion to Congress, primarily to address "urgent needs" related to the US-Iran war. In a letter to House Speaker Mike Johnson, Office of Management and Budget Director Russell Vought urged lawmakers to approve the request as soon as possible. The bulk of the requested funding—$67 billion—is earmarked for the Department of Defense, including $21 billion for munitions, $17.3 billion for operational costs, and $12.1 billion for classified programs. The proposal also seeks $767.5 million for the Department of Energy for war-related and nuclear capability programs, and $300 million for the State Department for embassy security near Iran. Beyond military spending, it includes $11 billion for American farmers and $1.4 billion to combat the Ebola outbreak in Central Africa. The request faces an uphill battle in Congress ahead of the November midterm elections.

2026年6月24日周三傍晚，委内瑞拉西北部在一分钟内相继发生7.2级和7.5级强震，震中位于加勒比海沿岸的莫龙镇附近，距离首都加拉加斯约100英里。委内瑞拉代总统德尔茜·罗德里格斯已宣布国家进入紧急状态。此次双重强震已造成至少32人死亡、约700人受伤，预计伤亡人数还会上升。拉瓜伊拉州被指是受灾最严重的地区，已被宣布为灾区。在首都加拉加斯，多栋建筑物倒塌，救援人员正在废墟中搜寻幸存者。目前，该国主要机场关闭，铁路和交通服务暂停，学校也已停课。美国地质调查局表示，此次7.5级地震是委内瑞拉一个世纪以来发生的最强地震之一，其破坏力可能远超1900年的7.7级地震。

On Wednesday evening, June 24, 2026, back-to-back earthquakes of magnitude 7.2 and 7.5 struck northwest Venezuela within a minute of each other, with epicenters near the coastal town of Morón, about 100 miles west of Caracas. Acting President Delcy Rodríguez declared a state of emergency and confirmed at least 32 deaths and 700 injuries, warning that the casualty toll is expected to rise as search and rescue operations continue. La Guaira state was identified as the hardest-hit area and declared a disaster zone, while the capital city of Caracas saw collapsed buildings, the closure of its main airport, suspension of rail and transport services, and cancelled classes. The U.S. Geological Survey noted that the 7.5-magnitude quake is one of the strongest to hit the country in a century and could be far deadlier than a 7.7-magnitude earthquake in 1900.

美国人工智能巨头Anthropic在一封致美国国会议员的信中，指控中国科技与电子商务巨头阿里巴巴集团对其Claude AI模型进行了“公然”且“非法”的能力提取。Anthropic在信中详细指出，与阿里巴巴相关的操作员使用了数千个虚假账户，与Claude模型进行了近2900万次交流，通过所谓的“蒸馏攻击”提取更强AI模型的答案来训练较弱的模型，这是迄今为止已知规模最大的此类能力提取活动。在这封日期为6月10日、致美国参议员蒂姆·斯科特和伊丽莎白·沃伦的信中，这家总部位于旧金山的公司敦促美国国会采取行动，惩罚发起此类攻击背后的相关公司。受此指控消息的直接影响，阿里巴巴在纽约证券交易所交易的美国存托凭证（ADR）在周三下午交易中下跌超过3%，触及每股99.10美元的盘中低点。

US artificial intelligence giant Anthropic has accused Chinese e-commerce and technology conglomerate Alibaba Group of "brazenly" and "illicitly" extracting capabilities from its Claude AI model, according to a letter sent to US lawmakers. In the letter dated June 10, which was addressed to US Senators Tim Scott and Elizabeth Warren, the San Francisco-based company stated that operators linked to Alibaba used thousands of fraudulent accounts to conduct nearly 29 million exchanges with Claude. Anthropic described this campaign as the largest known "distillation attack" of its kind, where answers were extracted from a stronger model to train a weaker one. In light of these findings, Anthropic urged the US Congress to penalize the companies behind such attacks and strengthen measures to prevent the theft of US technology. Following the disclosure of these allegations, Alibaba's American depositary receipts (ADRs) fell more than 3% on Wednesday afternoon in New York, hitting a session low of $99.10.

在世界杯小组赛最后一轮中，A组和C组的晋级形势尘埃落定。在A组中，墨西哥队在阿兹特克体育场以3-0完胜捷克队，历史上首次以三连胜的战绩小组出线，40岁的老将门将奥乔亚替补登场完成国家队第153次出场。同组的南非队则凭借马塞科在第63分钟的进球，以1-0击败未将孙兴慜列入首发的韩国队，历史性地首次晋级淘汰赛。在C组中，巴西队以3-0大胜苏格兰队锁定小组第一，维尼修斯梅开二度，因伤缺席前两场比赛的球星内马尔在第76分钟替补登场，完成了他时隔两年半多的国家队首秀。苏格兰队积3分且净胜球为负3，位列小组第三，晋级前景堪忧。

In the final round of the World Cup group stage, the qualification picture for Groups A and C was finalized. In Group A, Mexico defeated Czechia 3-0 at the Azteca Stadium, winning all three group-stage matches for the first time in history, with 40-year-old veteran goalkeeper Guillermo Ochoa subbed on for his 153rd cap. In the same group, South Africa secured a historic spot in the Round of 32 by defeating South Korea 1-0, thanks to a 63rd-minute goal by Thapelo Maseko against a Korean side that surprisingly left Son Heungmin out of the starting lineup. In Group C, Brazil secured the top spot with a 3-0 victory over Scotland, featuring a brace from Vinicius Junior and the return of star forward Neymar as a 76th-minute substitute, marking his first international appearance in over two and a half years. Scotland finished third with three points and a minus-three goal difference, leaving their qualification hopes in jeopardy.