【三星掌門人李在鎔第二季度股票資產增加28萬億韓元】週二公佈的行業數據顯示，隨着韓國股市此前創下歷史新高，三星電子董事長李在鎔持有的股票價值在第二季度激增了28萬億韓元（約合186.9億美元）。市場研究機構Korea CXO Institute發佈的數據顯示，截至6月底，李在鎔持有的股票總價值爲59.18萬億韓元，較3月底的30.94萬億韓元大幅增長。最新調查結果表明，在這一時期，就股票資產的絕對增值額而言，李在鎔的資產增長在韓國各大企業集團掌門人中位居首位。

SK Hynix fell nearly 10% on its second day of US trading. Underlying volatility in Korea has been acute: after Korean regulators warned of a chip-sector overheat, the KOSPI plunged almost 10% on June 23; three days later (June 26) memory-demand worries triggered an index circuit breaker; on July 13 KOSPI dropped about 9% amid Iran-related risk, again tripping a market-wide circuit breaker. These moves have shown early global transmission—following the June 23 selloff the Nasdaq fell more than 2%, and it closed down 1.55% after the July 13 KOSPI decline. SK Hynix’s US listing, reportedly ~7x oversubscribed, effectively embeds one of Korea’s most leveraged, volatility-prone stocks into US investor portfolios. Market mechanics cited in the note: amplified retail leverage in Korea magnifies chip-sector swings, weighing on global AI demand expectations, while repricing of US Treasuries tightens liquidity—together increasing potential for broader spillovers. This is not a forecast of imminent systemic crisis: semiconductor demand supporting Samsung and SK Hynix remains real and growing, but KOSPI concentration and leverage-driven volatility raise the risk that shocks in Korea propagate more widely than expected.

China Customs said refined petroleum product exports in Jan–Jun totaled 23.593 mln tonnes.