【期货热点追踪】阿曼近海"安全航线"遭导弹袭击，霍尔木兹海峡避险逻辑彻底失效，战争险保费面临全线重估，集运欧线的成本与避险溢价将如何演绎？

经合组织：英国经济2026年料将增长0.9%，2027年将增长1.1%

Barclays analyst Simon Coles set a $330 target for SK Hynix ADR (SKHY.O), implying nearly 2x upside, citing a prolonged memory-chip supply shortfall. Barclays expects shortages to deepen into 2027 with only limited improvement by 2028, keeping sector supply tightness and upside for suppliers. The bank calls memory stocks "severely undervalued" and forecasts SK Hynix’s cash and equivalents will exceed 40% of its current market cap by end-2027, with the company likely to expand share buybacks.