伊朗外交部：无论是在核问题上，还是在涉及伊朗国家安全与国家主权的其他议题上，伊朗都将根据自身判断作出决策。

HD KSOE said on Monday it has won a 545.6 bln won (about $362.3m) order from a European client to build three very large ammonia carriers (VLACs). Unit HD Hyundai Samho will build the vessels with delivery scheduled in 1H 2030. The order brings HD KSOE's YTD bookings to 142 vessels worth $16.39 bln, equal to 70.3% of its annual order target.

Korea Investment & Securities (KIS) projects SK Hynix Q2 operating profit at KRW 60.4 trillion, about 8% below the KRW 65 trillion market consensus. KIS says company fundamentals remain solid and profitability is strong, but HBM long-term contracts mute earnings cyclicality and HBM4 lacks the same short-term spot-price upside as commodity DRAM. KIS warns HBM4 pricing is highly uncertain: HBM4 is highly customized and includes logic units, so realized prices will depend on factors including NVIDIA contract pricing, HBM4 performance, power consumption and yields, allocation of advanced-packaging costs, whether NVIDIA will pay a supply-stability premium, and SK Hynix’s eventual order share — none of which are fully transparent. KIS likely used conservative HBM price and margin assumptions, which helps explain its below-consensus Q2 call. Crucially, ‘‘average selling price reverting to market average’’ should be read as SK Hynix’s overall DRAM blended ASP growth converging toward the market average as HBM4 scales, not HBM4 falling to commodity DRAM price levels. Memory fundamentals remain strong; main downside risk is macro.