U.S. open: Dow +0.08%, S&P 500 +0.20%, Nasdaq +0.20%. Micron Technology (MU.O) rose more than 6% after saying its U.S. investment will expand to over $250 billion by 2035. Qualcomm (QCOM.O) +1.9%. Meta Platforms (META.O) -3.4%; the company plans to begin producing an AI chip in September.

美国原油期货结算价为每桶73.52美元，上涨3.08美元，涨幅4.37%。

US and South Korean memory and chipmaker stocks, long outperformers, have sharply reversed; many major names are in bear market, down over 20% from recent highs as of Wednesday close. Reasons: Samsung reported record profit and stronger guidance but shares were sold off as investors fretted that AI infrastructure spending may be excessive. Geopolitical risk rose after Trump suspended a US‑Iran memorandum, adding anxiety around AI trades; if conflict persists and inflation worries return, AI‑exposed stocks could see further downside. Sector rotation also pressures the group: with hyperscalers’ returns lagging chipmakers, strategists including Morgan Stanley CIO Mike Wilson had forecast a chip pullback and now expect funds to flow back into hyperscalers, which look relatively cheap as chip stocks near prior highs.