2026-07-13

SK Hynix’s ADR began trading on Nasdaq on July 10, 2026 and jumped 12.76% on its debut; Seoul-listed shares fell 14.5% the same day. The ADR rally reflects global investors paying up for scarce, direct exposure to an AI-storage leader; the Seoul selloff reflects profit-taking after prior gains and skepticism about whether HBM4 will ramp volume in Q2 as hoped. Market implication: without hard order, shipment or margin confirmation for HBM4, the AI-storage narrative premium is vulnerable to being

SK Hynix’s ADR began trading on Nasdaq on July 10, 2026 and jumped 12.76% on its debut; Seoul-listed shares fell 14.5% the same day. The ADR rally reflects global investors paying up for scarce, direct exposure to an AI-storage leader; the Seoul selloff reflects profit-taking after prior gains and skepticism about whether HBM4 will ramp volume in Q2 as hoped. Market implication: without hard order, shipment or margin confirmation for HBM4, the AI-storage narrative premium is vulnerable to being repriced back to delivery and earnings metrics.

2026-07-13

Russian Federal Security Service (FSB) said it foiled a series of large-scale attempts by the Ukrainian Armed Forces to use drones to strike military infrastructure, defence industry facilities and military personnel.

Russian Federal Security Service (FSB) said it foiled a series of large-scale attempts by the Ukrainian Armed Forces to use drones to strike military infrastructure, defence industry facilities and military personnel.

2026-07-13

SK海力士已於2026年7月10日以美國存託憑證（ADR）形式正式登陸美國納斯達克交易所，首日交易表現強勁，全天上揚 12.76%。但今日在本土市場卻大跌14.5%。這不是簡單的“美股熱、韓股冷”，簡單來說，ADR首秀擡高了市場對SK海力士的敘事熱度，也同步擡高了業績驗證門檻。只要HBM4放量節奏缺少更硬的數據確認，獲利了結就容易把AI存儲溢價從故事重新拉回交付。 ADR首日大漲約13%，交易的是全球資金拿到AI存儲龍頭敞口的稀缺性；首爾大跌14.5%，交易的則是前期漲幅後的兌現壓力，以及二季度HBM4能否按原先樂觀節奏放量。證明了市場願意買AI存儲敘事，接下來股價要回答的是訂單、出貨和利潤彈性是否跟得上。

SK海力士已於2026年7月10日以美國存託憑證（ADR）形式正式登陸美國納斯達克交易所，首日交易表現強勁，全天上揚 12.76%。但今日在本土市場卻大跌14.5%。這不是簡單的“美股熱、韓股冷”，簡單來說，ADR首秀擡高了市場對SK海力士的敘事熱度，也同步擡高了業績驗證門檻。只要HBM4放量節奏缺少更硬的數據確認，獲利了結就容易把AI存儲溢價從故事重新拉回交付。 ADR首日大漲約13%，交易的是全球資金拿到AI存儲龍頭敞口的稀缺性；首爾大跌14.5%，交易的則是前期漲幅後的兌現壓力，以及二季度HBM4能否按原先樂觀節奏放量。證明了市場願意買AI存儲敘事，接下來股價要回答的是訂單、出貨和利潤彈性是否跟得上。

2026-07-13

俄羅斯聯邦安全局（FSB）：挫敗了烏克蘭武裝部隊利用無人機針對軍事基礎設施、國防工業企業及軍事人員實施的一系列大規模襲擊企圖。

俄羅斯聯邦安全局（FSB）：挫敗了烏克蘭武裝部隊利用無人機針對軍事基礎設施、國防工業企業及軍事人員實施的一系列大規模襲擊企圖。

2026-07-13

China's CSI 1000 index futures (IM) most-active contract breached 7,700 points, down 4.90% intraday.

China's CSI 1000 index futures (IM) most-active contract breached 7,700 points, down 4.90% intraday.

2026-07-13

中證1000股指期貨（IM）主力合約失守7700點，日內跌幅4.90%。

中證1000股指期貨（IM）主力合約失守7700點，日內跌幅4.90%。