克里姆林宫：如果就燃料进口的可接受价格达成协议，这将是稳定市场的又一步。

The global AI rally has driven Samsung Electronics and SK Hynix to record highs this year but exposed structural fragility in the KOSPI. The two stocks now account for a record c.60% of the KOSPI's market-cap weighting, up from roughly 40% two years ago. After a sharp sell-off last week, regulators twice suspended KOSPI trading to stabilise markets; plans to launch large-cap options including SK Hynix have been delayed. Reports that retail investors bought Samsung and SK Hynix with borrowed funds raise margin-call risk, and the concentration could prompt institutional de-risking that would amplify downside. Baosheng's head of equity research Mathieu Rashet said recent moves are a clear reminder of concentration risk and that crowded positions make high volatility likely.

Spot gold fell below $3,990/oz, down 0.66% intraday.