Israel's prime minister NETANYAHU said he has not set a date for a visit to the United States.

OPEC+宣佈8月增產18.8萬桶/日，並延續4–7月累計約80萬桶/日的自願減產回撤，整體釋放接近100萬桶/日。但這一變化本質仍是對此前減產的分階段恢復，而非供給擴張週期。 從結構看，該規模佔全球約1億桶/日供給不足1%，邊際影響爲主。更關鍵的是，OPEC+整體仍處於淨減產框架中，當前調整隻是降低供給約束強度。 對油價而言，一方面供給確定性上升壓制風險溢價，另一方面實際出口仍受地緣因素擾動，使得紙面增量難以完全轉化爲真實流量，因此油價更多體現爲上限受壓的區間運行結構。

SK Hynix single-stock leveraged ETFs hold roughly $19bn in assets, more than four times the stock's ADV. Samsung-related leveraged ETFs hold about $12.4bn, roughly 176% above their ADV. By contrast, leveraged ETF assets for Micron, Tesla and NVIDIA are well below those names' ADV. The concentration of leverage in the Korean market is unique among major global stocks. Large pools of single-stock leverage mean SK Hynix price moves could trigger forced liquidations and margin calls that amplify selling. Hong Kong-listed 2x long SK Hynix ETFs hold about $13bn—roughly twice SK Hynix ADV—and could accelerate declines if trends reverse. Some Korean retail traders are active in both crypto and equities, creating potential cross-market leverage transmission. SK Hynix plans a U.S. listing next week at an implied $29bn valuation, which may attract flows but increases vulnerability in a high-leverage environment. Market sentiment is neutral-to-weak; funding rates show bearishness easing but no clear bullish consensus. The leverage structure in Korean chip names may be the most underpriced tail risk currently.