烏克蘭總統澤連斯基：彈道導彈是俄羅斯最後的真正優勢。

韓國三星SDS工會成立僅一天，便正式向管理層提出集體談判要求。該工會於7月6日下午啓動入會申請，僅約兩小時內便吸納了超過2000名成員；到了次日（7月7）下午1點30分左右，成員人數已激增至4342人。三星SDS共有約1.1萬名員工，工會設定的目標是爭取超過5500名成員，以佔據員工總數半數以上的多數地位。三星SDS此前以現金形式發放績效獎金，現計劃將制度改爲發放相當於年薪20%的公司股票作爲獎金；目前，針對該方案的員工投票正在進行中，投票將於7月7日午夜截止。反對改革的員工認爲，股票形式的獎金與股價波動、行業指數及外部環境等外部指標掛鉤，難以變現，且不計入退休金計算基數，這使員工處於不利地位。

Short term (within 3 months): SK Hynix’s U.S. listing, which would raise about $29 bln, is likely to reallocate liquidity across the AI/memory cohort, so Hynix and Micron are more likely to move together than to show pure market-share transfer. A Hynix rally accompanied by a Micron sell-off would signal tighter-than-expected AI-sector liquidity and would likely prompt more cautious positioning ahead of an Aug–Oct pullback. Mid term (6–18 months): competition will center on HBM4. Current share split is roughly SK Hynix 56%, Micron ~21%; 2026 HBM4 forecasts point to Hynix 54%, Samsung 28%, Micron 18%. The ~$29 bln raised will be directed to new fabs and EUV tools, materially increasing Hynix’s capital edge. The industry remains supply-constrained and profitable, but Micron can no longer rely on being the sole U.S.-listed memory play to avoid competitive pressure. Political support for Micron from Trump could blunt downside risk, so a severe mid-term loss appears unlikely. Long term (2027+): outcomes hinge on who weathers a possible 2028–29 oversupply. Hynix’s ~$29 bln equity infusion strengthens its balance sheet and liquidity buffer relative to Micron, representing the most enduring structural disadvantage for Micron if a prolonged downturn occurs. — Analyst Emily Scarlet