Hong Kong storage names mostly firm: Montage Technology (06809.HK) rose over 5%, China Southern 2x Long Samsung Electronics (07747) gained more than 4%, GigaDevice (03986.HK) climbed over 3%, VSTECS (00856.HK) up more than 1%.

据外媒分析报道，在大型IPO中，通常会降低IPO价格以吸引投资者。但SK海力士却成功以高于面值的价格完成了发行。分析认为，这是因为全球金融市场高度认可了该公司在HBM及下一代存储器领域的领先地位，因此出现了超额认购的情况。 此次筹集的40万亿韩元资金将全部用于推动公司在全球人工智能领域的扩张。其中，大部分资金将用于在美国印第安纳州建设先进的封装生产基地，以及用于下一代人工智能存储半导体的研发工作。 由于美元ADR价格在汇率高企的背景下高于韩国国内普通股票的价格，预计短期内这将为SK海力士在KOSPI市场的股价带来上升压力。分析人士还表示，随着美国和韩国股市之间的套利需求增加，股价同步现象可能会更加明显。

July 10 — The State Taxation Administration said tax authorities in Shandong, Zhejiang and Sichuan publicly exposed seven tax-evasion cases involving popular livestreamers and online stores. Targets include broadcasters with more than 6 million followers and shops with annual sales above 100 million yuan. Investigators allege use of personal accounts to hide receipts, reclassification of income, deregistration to evade liabilities, and false filings. The STA said platform firms must lawfully report tax information on operators and personnel; platform operators and workers must comply with tax rules and pay taxes honestly.