据华尔街日报：知情人士称，在多哈谈判中，美国谈判代表向伊朗提出一项交换条件：放弃对霍尔木兹海峡控制权的主张，并放弃征收通行费，以换取数十亿美元被冻结资金解冻。周四，伊朗释放信号称，这一回报不足以改变其立场。

SK Hynix said it will invest 80 trillion won (about $51.5bn) to build a new NAND flash fab targeted to start operations in 2029 to ease AI-driven storage shortages. The CEO, speaking at an event attended by South Korea's Lee, said construction of the new M17 fab in Cheongju will begin next year. The company also plans a further 20 trillion won investment in a Cheongju packaging plant, aimed for completion by end-2027.

US equity gauges diverged: Nasdaq Composite fell more than 1%, the S&P 500 dropped 0.28%, and the Dow Jones Industrial Average rose 0.64%.