美联储半年期报告：长期通胀预期指标与2%的目标“总体一致”。

SK董事长崔泰源：在人工智能达到通用人工智能之前，内存需求不会恢复正常。

Barclays analysts say SK Hynix’s planned US listing could provide near-term support for the Korean won. Support may come from hedging flows and from converting part of IPO proceeds into won to finance domestic investment; recent won appreciation suggests some pre-hedging is already priced in. A larger-scale repatriation of offshore assets or overseas earnings by Korean semiconductor firms to fund domestic projects would add won demand and further support the currency.