美國副總統萬斯：美國在對伊朗的政策上有很多工具可用。

Capital Economics economist Marcel Thieliant said that while South Korea’s GDP faces near-term upside risks, the semiconductor-driven boom could lose momentum within two years. He expects the US AI investment surge to cool by 2028, which could prompt Korean chipmakers to pare capital spending given the sector’s cyclicality. Samsung Electronics and SK Hynix have announced a combined investment plan totaling 800 trillion won to build new fabs in southwest South Korea, but provided no timetable. Thieliant noted SK Hynix cut capex by two-thirds in 2023 after the post-pandemic electronics upswing reversed.

在有報道稱也門胡塞武裝襲擊了沙特阿美煉油廠後，柴油裂解價差升破98美元，創歷史新高。