伊朗副外長：伊朗與美國的談判是在不信任的背景下進行的，而這種不信任仍是當前進程的基礎。

Samsung Electronics and SK Hynix shares have plunged about 23% and 35% in the past month amid concerns over weakening HBM price momentum, NAND oversupply and faster rival capacity build-outs. Goldman Sachs says the sell-off is overdone, citing still-low inventories, persistent supply tightness and supportive long-term supply contracts and shareholder returns, and reiterates Buy on both names. The stocks now trade around 3.5–3.6x 2027 P/E and 1.4–1.6x P/B. Goldman forecasts 2027 blended HBM ASPs to rise about 87% for Samsung and 100% for SK Hynix to roughly $2.9/GB, with the SK Hynix estimate roughly 24% above consensus. Goldman highlights constrained HBM expansion—driven by node upgrades, increased stacking and tougher yield ramps—and warns next year’s supply shortfall could be larger than this year’s.

美聯儲戴利：科技投資正在協助推高通脹。