油价跌得凶，弹得却更快了！明明中东原油出口已经恢复到战前水平，为何油价波动还会如此“神经质”？一条坏消息就能让价格立刻回头，背后还有什么没被看见？

专家认为，特朗普的拒绝表明，尽管双方继续公开为外交留有余地，但他们在谁应先做出让步的问题上仍相距甚远。伦敦国王学院副教授安德烈亚斯·克里格表示：“特朗普的盘算看起来相当直接。他认为，海上封锁和经济孤立的组合终于对伊朗施加了足够大的压力，以至于德黑兰的最新提议是软弱的证据，而不是华盛顿需要抓住的机会。”克里格说，特朗普公开声称伊朗“输得很惨”这一点很重要，因为这表明他认为时间正在改善美国的谈判地位。

SME Daily on the 28th cited industry sources saying SK Hynix has begun preliminary construction, including foundation work, at a wafer fab site in Japan’s Tohoku region. Sources say it is unclear whether the project would be run independently or in partnership with Kioxia. SK Hynix states the Japan memory-fab project remains under evaluation with no further progress. The company is also asking Korean component suppliers to ramp output to address memory-chip shortages. If confirmed, the site would accelerate deployment of memory capacity in Northeast Japan and, alongside TSMC’s Kyushu and Rapidus’s Hokkaido projects, form a Japan semiconductor production triangle.