1、韩国Meritz证券预计，因6月出售了铠侠股份，加上其他投资相关收益，SK海力士2026年第二季度将新增约41.6万亿韩元（折合人民币约1900亿元）的非营业收益，税前利润将达到100万亿韩元（折合人民币约4600亿元）。 2、2018年贝恩资本牵头收购东芝存储（即后来的铠侠）时，SK海力士通过两个SPC（特殊目的公司，常用来隔离债务和法律风险）分别买入了铠侠的股票和可转债。 3、随着今年贝恩卖出最后一批铠侠股份，海力士也全部清仓了该公司的股票，收益接近40万亿韩元，只保留了账面价值高达13.609万亿韩元（截至26年3月）的可转债。未来若完成转股，预计对应铠侠约14%的股权。 4、值得注意的是，SK集团会长崔泰源正在进行离婚诉讼，SK海力士是集团最大的“现金奶牛”，因此其提高分红的可能性很大。

Admiral Cooper, commander of U.S. Central Command, advised pausing strikes near the Strait of Hormuz, Axios reports. His recommendation to the Pentagon, the Joint Chiefs and the White House helped persuade President Trump to suspend planned strikes on Iran on Friday. Cooper told officials two weeks of strikes had significantly degraded Iran’s ability to attack ships and that most designated targets had been struck. He said roughly 20% of targets assigned in the "Epic Fury" operation remain unstruck and that the next step could be resuming large-scale operations to complete them. Cooper warned that continuing the recent air campaign without deciding to resume large-scale operations would be "meaningless." Military and civilian advisers told the president gains achievable by military action, particularly air power, are limited.

卡塔尔外交部：首相与沙特外交大臣通话，讨论地区最新动态及外交努力。