重要新闻 1. SK海力士的美国ADR上市获得超额认购，将在纽约时间7月8日下午4点停止接受认购。 个股新闻 1. F-1文件显示，SK海力士申请登记发行1790万股普通股，并基于此发行790万份美国存托股份。SK海力士预计此次美国IPO的净收益约为280亿美元。 2. 研究公司称英伟达(NVDA.O)的下一款旗舰产品旨在搭载其2027年Rubin Ultra芯片的Kyber机架级架构推迟至2028年 3. 博通与苹果达成协议，将芯片合作关系延长至2031年。 4. 美光科技(MU.O)启动广岛工厂扩建项目，扩大1γ DRAM及HBM产能。 5. 特斯拉(TSLA.O)6月在英国的新车销量同比增长42.02%，达到12,403辆。 6. 铠侠（Kioxia）与闪迪(SNDK.O)开始在北上工厂Fab2生产第十代3D闪存产品。 7. 美光科技(MU.O)与福特汽车(F.N)签署战略协议，以加强长期存储供应和行业韧性。

Wall Street Journal reported NASA Administrator Jared Isaacman flew a vintage fighter at the Washington airshow despite opposition from the Federal Aviation Administration; flights he had offered to Treasury Secretary Bessent, White House deputy chief of staff Dan Scavino and senior adviser Chris LaCivita were canceled.

Mitsubishi UFJ senior FX strategist Michael Wan said markets appear in a wait-and-see mode for the next catalyst for the dollar and US interest rates. Global markets will look to this week’s US ISM services report and Fed minutes, and next week’s US CPI, for directional cues. Traders are also watching whether Japanese authorities intervened last week to curb yen weakness; that uncertainty is material as USD/JPY trades around the 162 level.