英國外交大臣：伊朗意圖將霍爾木茲海峽當做自己的籌碼。

Yuji Sugimoto, head of Bain Capital Japan, said Kioxia may be one of Japan’s highest‑valued firms in the AI cycle, but Korean chip giants retain structural advantages. He cited Samsung and SK’s strong top‑down leadership and ownership structures, saying sustained, large-scale investment is essential in semiconductors and hard to deliver under typical Japanese governance. Sugimoto, who led Bain’s acquisition of Toshiba’s memory unit (spun off in 2017 and bought by a Bain-led consortium for about ¥2 trillion in 2018; renamed Kioxia in 2019), said Kioxia could not have completed its transformation if it had stayed under Toshiba. Since its December 2024 listing Kioxia shares have risen more than 4,000%. Bain has exited its investment.

南方兩倍做多三星電子(07747)漲6.6%，南方兩倍做多海力士(07709)漲超15%。