WTI原油日内大涨3%，现报86.77美元/桶。布伦特原油日内上涨2.7%，现报92.44美元/桶。

On the 19th the Pentagon updated U.S. casualty figures for its military action against Iran since Feb. 28 to 18 dead and 757 wounded. The Defense Casualty Analysis System briefly removed four deaths and dozens of wounded from its tally before restoring them, prompting questions from media and lawmakers; the Pentagon said the removals reflected a "temporary data interruption" and that slower disclosure of casualty information during the campaign was for "security needs."

JP Morgan analyst Jay Kwon estimates SK Hynix could deploy at least 180 tln won (~$130bn) in additional shareholder returns by 2027, about 16% of current market value, excluding a previously announced 40 tln won buyback-and-cancellation. SK Hynix has shifted policy from capping payouts at up to 50% of 2025-27 cumulative free cash flow to “over 50%,” effectively removing the prior constraint, JP Morgan says. The 180 tln won figure is a JP Morgan projection based on adjusted payout assumptions and prospective cash generation, not an official company commitment. Kwon said the worst appears to be past, expects mid-term investor sentiment to improve and recommended increasing positions.