July 27 — DataEye's 1H AI animated/comic-drama data report shows the domestic market reached 22 bln yuan in the first five months. The firm forecasts the 2026 market at 40 bln yuan, up 138% YoY, and projects a user base near 700 mln by early 2027, saying the format is becoming a mainstream internet content carrier.

Ebrahim Azizi, chairman of Iran’s parliament National Security and Foreign Policy Commission, said any attack on Iran inevitably carries a price and that the US and Israel are aware. He warned Ukraine may soon learn this too, saying Iran will not leave any action unanswered and that the list of those who miscalculate continues to grow.

Wall Street Journal columnist James Mackintosh says SK Hynix’s US ADR has traded at a 16–51% premium to the Korea-listed shares since the ADR’s US listing two weeks ago, peaking at a 29% premium on July 24. He calls the gap a sign of overheated AI-related trading and notes conversion restrictions on the underlying Korea shares block ordinary arbitrage (buy Korea/convert to ADR/sell US), allowing the premium to persist. That structural impediment raises the risk of large losses for funds if the premium widens further — short positions or borrowed-stock hedges could be squeezed. By contrast, TSMC’s average US premium since the 2022 ChatGPT launch is ~15%, making SK Hynix’s current premium unusually elevated. Mackintosh cautions US ADR buyers are likely to incur losses unless Korea-listed shares rise; use of ADRs for financing would magnify those losses.