SK董事长崔泰源：在人工智能达到通用人工智能之前，内存需求不会恢复正常。

Tianqi and Guoji Zhilian signed a framework agreement to integrate embodied intelligence across education and industry. They will pool technical and channel resources to coordinate top‑level curriculum design, product R&D, research innovation, market deployment and talent development for higher education, aligning the initiative with national industry‑education integration and science‑education fusion policies.

IEA月报：我们预计，如果霍尔木兹海峡的通行情况改善，2027年供应将增长750万桶/日，需求将增长200万桶/日。