ING analysts Warren Patterson and Ewa Manthey said gold rose on Monday after a sharp drop in oil—following a pause in US–Iran hostilities—eased inflation worries and pressured the dollar and US Treasury yields. Lower oil improved the outlook for non‑yielding assets ahead of this week’s Federal Reserve meeting. Markets are focused on the Fed and upcoming US inflation prints for rate guidance. If yields remain subdued, gold should find support near current levels; a hawkish Fed surprise could cap

SK Hynix (SKHY.O) ADR hit a record low on Monday after its $26.5 bln US listing earlier this month, retreating as investors exited high‑valuation semiconductor names. The stock plunged as much as 10% intraday to $139.01, below the $149 issue price, and closed at $143.02. SK Hynix is among the first of this year’s largest US IPOs to trade below their offer price, alongside SpaceX. The semiconductor sector extended recent losses, with the sector index closing at its lowest level since May 19. Cost of default protection on NVIDIA (NVDA.O) corporate debt rose as a new wave of AI infrastructure deals could exceed $750 bln.

A股德明利盘中再度触及跌停，报361.44元，近12个交易日已7次跌停，较最高点980元已回撤近70%。