美國貿易代表格里爾：在與伊朗相關的制裁問題上，不排除任何選項。

Goldman Sachs analysts led by Irene Choi say the semiconductor boom could generate about KRW150 trillion of net cash for South Korean chip firms in 2026 (≈4.9% of GDP), rising to 9.3% in 2027. The report says the degree to which firms repatriate overseas earnings—historically about 60%—could be a key determinant of domestic financial-market dynamics; wages and dividend payouts by major chip companies are projected to reach 5.2% of GDP by 2027, the highest on record.

高盛：如果今年冬季波斯灣液化天然氣出口沒有顯著改善，TTF和JKM價格預計將在年末達到105歐元/兆瓦時和35美元/百萬英熱單位。