2026-07-13

SK Hynix’s ADR began trading on Nasdaq on July 10, 2026 and jumped 12.76% on its debut; Seoul-listed shares fell 14.5% the same day. The ADR rally reflects global investors paying up for scarce, direct exposure to an AI-storage leader; the Seoul selloff reflects profit-taking after prior gains and skepticism about whether HBM4 will ramp volume in Q2 as hoped. Market implication: without hard order, shipment or margin confirmation for HBM4, the AI-storage narrative premium is vulnerable to being

SK Hynix’s ADR began trading on Nasdaq on July 10, 2026 and jumped 12.76% on its debut; Seoul-listed shares fell 14.5% the same day. The ADR rally reflects global investors paying up for scarce, direct exposure to an AI-storage leader; the Seoul selloff reflects profit-taking after prior gains and skepticism about whether HBM4 will ramp volume in Q2 as hoped. Market implication: without hard order, shipment or margin confirmation for HBM4, the AI-storage narrative premium is vulnerable to being repriced back to delivery and earnings metrics.

2026-07-13

Russian Federal Security Service (FSB) said it foiled a series of large-scale attempts by the Ukrainian Armed Forces to use drones to strike military infrastructure, defence industry facilities and military personnel.

Russian Federal Security Service (FSB) said it foiled a series of large-scale attempts by the Ukrainian Armed Forces to use drones to strike military infrastructure, defence industry facilities and military personnel.

2026-07-13

SK海力士已于2026年7月10日以美国存托凭证（ADR）形式正式登陆美国纳斯达克交易所，首日交易表现强劲，全天上扬 12.76%。但今日在本土市场却大跌14.5%。这不是简单的“美股热、韩股冷”，简单来说，ADR首秀抬高了市场对SK海力士的叙事热度，也同步抬高了业绩验证门槛。只要HBM4放量节奏缺少更硬的数据确认，获利了结就容易把AI存储溢价从故事重新拉回交付。 ADR首日大涨约13%，交易的是全球资金拿到AI存储龙头敞口的稀缺性；首尔大跌14.5%，交易的则是前期涨幅后的兑现压力，以及二季度HBM4能否按原先乐观节奏放量。证明了市场愿意买AI存储叙事，接下来股价要回答的是订单、出货和利润弹性是否跟得上。

SK海力士已于2026年7月10日以美国存托凭证（ADR）形式正式登陆美国纳斯达克交易所，首日交易表现强劲，全天上扬 12.76%。但今日在本土市场却大跌14.5%。这不是简单的“美股热、韩股冷”，简单来说，ADR首秀抬高了市场对SK海力士的叙事热度，也同步抬高了业绩验证门槛。只要HBM4放量节奏缺少更硬的数据确认，获利了结就容易把AI存储溢价从故事重新拉回交付。 ADR首日大涨约13%，交易的是全球资金拿到AI存储龙头敞口的稀缺性；首尔大跌14.5%，交易的则是前期涨幅后的兑现压力，以及二季度HBM4能否按原先乐观节奏放量。证明了市场愿意买AI存储叙事，接下来股价要回答的是订单、出货和利润弹性是否跟得上。

2026-07-13

俄罗斯联邦安全局（FSB）：挫败了乌克兰武装部队利用无人机针对军事基础设施、国防工业企业及军事人员实施的一系列大规模袭击企图。

俄罗斯联邦安全局（FSB）：挫败了乌克兰武装部队利用无人机针对军事基础设施、国防工业企业及军事人员实施的一系列大规模袭击企图。

2026-07-13

China's CSI 1000 index futures (IM) most-active contract breached 7,700 points, down 4.90% intraday.

China's CSI 1000 index futures (IM) most-active contract breached 7,700 points, down 4.90% intraday.

2026-07-13

中证1000股指期货（IM）主力合约失守7700点，日内跌幅4.90%。

中证1000股指期货（IM）主力合约失守7700点，日内跌幅4.90%。