以色列總理內塔尼亞胡：美國向土耳其出售“F-35”戰鬥機將“破壞中東的力量平衡”。

【伊革命衛隊在霍爾木茲海峽阿曼一側水域對一油輪採取行動】當地時間7日，據伊朗方面消息，伊朗伊斯蘭革命衛隊當天在霍爾木茲海峽阿曼一側水域對一艘油輪採取行動。消息稱，根據衛星監測數據，在該油輪遭攔截時，美軍空中力量正在相關海域進行空中掩護。

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