South Korea's President Lee may meet Samsung Electronics chairman Lee Jae-yong this week to discuss three national 'super' projects focused on semiconductors and artificial intelligence, sources said. Lee met SK Group chairman Chey Tae-won days earlier and may also meet Hyundai Motor Group executive chairman Chung Eui-sun this week. The talks come as markets speculate Washington is seeking greater Korean semiconductor investment in the US under Seoul's pledge; Trade, Industry and Energy Minister

Oil fell more than 1.5% as investors awaited US details on new sanctions targeting Iran. Saxo Bank said Iran’s exports have already been disrupted and additional sanctions could further tighten global oil supply. In European morning trade, Brent futures were down 1.5% at $91.30/bbl and WTI futures were down 1.8% at $85.40/bbl. Both benchmarks rose more than 6% last week after talks to reopen the Strait of Hormuz stalled and President Trump said he would tighten economic pressure on Tehran. US Treasury Secretary Bessent is scheduled to hold a press briefing at 02:00 Beijing time on the 25th, where new economic sanctions are expected to be announced.

【股指期貨早盤開盤】滬深300股指期貨（IF）主力合約持平，上證50股指期貨（IH）主力合約漲0.04%，中證500股指期貨（IC）主力合約跌0.34%，中證1000股指期貨（IM）主力合約跌0.26%。