President Trump said Iran received nothing.

For the week July 6–12, China’s Ministry of Transport said national railway freight was 73.277 mln t, down 5.51% WoW. Monitored ports handled 213.957 mln t of cargo, down 18.5%, and container throughput was 5.774 mln TEU, down 15.49%. National expressway truck passages totaled 52.801 mln, down 0.57% WoW. Civil aviation operated 129,000 flights, up 1.19% WoW, including 4,707 cargo flights (3,085 international, 1,622 domestic). Postal and courier pick-ups were about 3.912 bln items, up 0.05% WoW; deliveries about 3.919 bln items, up 1.53%.

分析师预计，由于存储芯片供应短缺可能持续到2027年，SK海力士今明两年的自由现金流有望超过3000亿美元。现在每个人都想从这棵摇钱树上捞钱，首先是韩国政府，把它当成了解决国内经济社会问题的万能药。当然，美国那边也想分一杯羹。商务部长卢特尼克一直催促SK海力士扩大在美生产规模。或许是迫于政治压力，SK董事长崔泰源承诺投资金额将远超该公司目前已投入的350亿美元。 SK海力士已明确设定目标，要在五年内将晶圆产能翻一番。未来五年内，将有大量新产能涌入市场，这可能会冲垮脆弱的供需平衡。SK海力士现在赚得盆满钵满，但三年前它还处在亏损状态。半导体行业周期性极强，从顶峰掉到谷底，可能两年都用不了。如果SK海力士无法继续带来超额利润，跟风冲进去的散户可能最终面临损失。最近越来越多的持仓遭遇强制平仓，这说明一些新手投资者可能卷入了一场他们还没搞明白游戏规则的高风险博弈。美国的投资者进场更晚，或许更得谨慎行事。