包钢股份：2026年上半年实现营业收入280.34亿元，同比下降10.52%；归母净利润2.79亿元，同比增长84.61%。

以色列军方称，已就2025年在加沙南部造成15名救援人员死亡的事件展开刑事调查。

US Treasury yields jumped, knocking risk appetite and prompting foreign and institutional investors to sell a combined KRW4.8 tln (~$3.5bn) of Korean equities. KOSPI closed at 6,471.17, down 5.80% after an intraday low of 6,400.81; retail investors were net buyers of KRW4.6367 tln. Samsung Electronics and SK Hynix fell more than 7% and 9%, respectively. Foreigners were net sellers of KRW3.5036 tln, the largest net outflow this month and the biggest single-day net sale since the 28th of last month (KRW4.5261 tln); institutions net sold KRW1.3244 tln. Analysts cited Middle East tensions and the US yield spike — including a rise in the 30-year Treasury yield to 5.33%, its highest since 2007 — and said failure to extend a US-Iran ceasefire lifted oil and inflation concerns. Higher rates are increasing AI-sector capex pressure and, together with worries over slow profit improvement at OpenAI and cooling storage-chip demand, have intensified profit-taking in previously strong chip names, Daishin Securities said.