国际金价跌至7个月低点，一度下探3964美元/盎司，创2024年11月以来新低，并较1月高点回落超20%，触发技术性熊市。白银同步跌破60美元/盎司。主因美元走强及美联储官员（如Kevin Warsh）释放明确鹰派信号，强化加息预期，削弱黄金作为非收益资产的吸引力。Hindustan Zinc、Manappuram Finance、IIFL Finance等黄金关联股应声下跌。

周四金属股集体下挫，Vedanta、NALCO、Hindustan Zinc等跌约3%，Nifty Metal指数单日跌1%至12,496点。主因国际银价单日暴跌7%至57.70美元，较1月高点腰斩；美元指数升至一年高位101.5，叠加市场预期美联储9月加息。中国5月钢材出口同比降3%，进一步压制全球金属需求预期。

Shares of India’s metal producers including Vedanta, NALCO and Hindustan Zinc fell as much as 3% in a single session as metal prices slid on the London Metal Exchange. Silver has dropped as much as 14% this week to a seven-month low, while aluminium fell to a three-month low and copper and zinc hit multi-month lows. The moves were attributed to a stronger dollar, fading Middle East risk premium linked to U.S.-Iran talks, and rising expectations of a Federal Reserve rate hike later this year.

布伦特原油价格跌至73美元/桶，为2026年2月28日美伊战争爆发以来最低水平，较2026年5月高点115美元/桶回落37%，已接近68–70美元/桶的常态化区间。该跌幅直接驱动印度Nifty Auto指数单日上涨2.2%，多只车企股涨幅达2%–3%。文章明确将汽车股上涨归因于油价下行对柴油成本及车队运营总成本（TCO）的实质性缓解。

Qualcomm rose 12% in after-hours trading after lifting its full-year revenue forecast to $40 billion from $22 billion and unveiling the Dragonfly C1000 data-center CPU that Meta plans to use. Micron Technology added nearly 16% after raising its outlook and beating analysts’ estimates. The earnings-driven move pushed chip-related shares higher across Asia, lifting Tokyo Electron 7.1%, Advantest 13.4%, Samsung Electronics 5.4% and SK Hynix 11.6%, with the Nikkei 225 up 4.1% and South Korea’s Kospi setting a record. Among the U.S. tech names cited, only Micron and Qualcomm are presented as direct, fresh, above-expectations earnings catalysts.

Brent crude fell to $72.40 a barrel on June 25, down 42% from its April 30 peak of $126 and back to levels seen before the Iran war began on February 28. The U.S. energy secretary said flows through the Strait of Hormuz reached at least 20 million barrels in the past 24 hours, with traffic largely restored. The drop in oil prices eased pressure on airline fuel costs, sending IndiGo and SpiceJet up 3.5% to 4% in a single session.

Brent Crude Oil (OIL) is locked in an aggressive downward trend, trading near $72.91 on the daily chart on June 25, 2026. For everyday traders, the message flashing across the energy desk is undeniable: institutional sellers have taken complete control of the market. After violently invalidating its long-term support floors, the global benchmark is sliding fast.

Shares of the world's largest corporate Bitcoin treasury company, Strategy Inc. (NASDAQ: MSTR, formerly MicroStrategy), experienced a punishing sell-off during standard trading on June 24, plunging 9.26% to close at $94.22. The drop undercuts the psychologically critical $100 threshold on a split-adjusted basis for the first time since early 2024, trading heavily toward its fresh 52-week low of $92.28.