According to Odaily Planet Daily, SK Hynix's ADR fell nearly 10% on its second day of listing, prompting increased activity in related derivatives markets. Data from CoinGlass shows that the total open interest for SK Hynix (SKHYNIX) contracts across all exchanges is approximately $696 million, up 8.41% in 24 hours. Binance, OKX, and Bitget rank as the top three exchanges by contract open interest, collectively accounting for about 86% of the market share. Among them:
Binance: 24-hour contract open interest increased by 9.45%, with positions of approximately $444 million;
OKX: 24-hour contract open interest increased by 20.85%, with positions of approximately $97.1 million;
Bitget: 24-hour contract open interest increased by 23.35%, with positions of approximately $57.95 million.
Odaily Planet Daily reported that the Korean Ministry of Finance stated on Tuesday that the foreign exchange market conditions in South Korea are improving as major chip and shipbuilding companies begin to sell large amounts of dollars in the forward market. The ministry said in a statement: "Based on strong fundamentals such as record trade surpluses, the foreign exchange market is expected to undergo structural changes in supply and demand conditions in the second half of the year." On Tuesday, the Korean won strengthened by 0.75% against the US dollar to 1486.30, its highest level since May 12. (Jin Shi)
Odaily星球日報訊 據 Gate 數據，SK 海力士（韓股）現漲超 3%，SK 海力士 ADR(SKHY.O)夜盤漲超 6%。
Odaily星球日報訊 SK 海力士已開始為位於韓國龍仁的 Y1 晶圓廠採購先進 DRAM 製造設備，初步規劃產能約為每月 2 萬片晶圓。SK 海力士計劃將 Y1 Ph1 啟用時間從原定明年 5 月提前至明年 2 月，並於明年 2 月啟動試生產線建設，隨後在 3 至 4 月推進大規模設備安裝。該晶圓廠目標生產第六代 10 奈米級 1c DRAM，該產品將用於 AI 伺服器相關 DDR、LPDDR 產品，並計劃應用於下一代 HBM4E。（ZDNET Korea）
According to Gate data, South Korea's KOSPI index has turned positive after previously falling over 5%. SK Hynix is now up 0.21%, after previously dropping over 8%.
Odaily星球日報訊 南韓政府週二將2026年的經濟成長預期上調至3%，較此前預期高出1個百分點，理由是半導體產業迎來「超級週期」以及中東局勢相關的不確定性有所緩解。南韓財政部發布了2026年下半年的經濟政策規劃，其成長預測高於國際貨幣基金組織、經濟合作與發展組織和亞洲開發銀行此前給出的2.6%預估值。
財政部第一次官李炯一（Lee Hyoung-il）表示：「我認為其他機構的預測是基於3月和4月的數據，我們的評估則是基於最新數據，其中主要變化包括受半導體產業繁榮推動而強勁成長的出口。此外，中東局勢自那時以來已進一步緩和。」（金十）
Odaily Planet Daily Report Morningstar stock analyst Jing Jie Yu stated that the firm maintains its fair value estimate for each SK Hynix ADR at $160. After assessing long-term cyclical risks, it believes the valuation is at a reasonable level. SK Hynix plans to use the 40 trillion Korean won raised from this listing for future wafer fab investments. However, the analyst noted that the main purpose of this listing is to enhance valuation, not to address urgent financing needs. The valuation multiples of South Korean memory chip companies have long been lower than their US counterparts, and SK Hynix's existing cash is expected to be sufficient to meet its investment needs.
Morningstar projects that SK Hynix's EBITDA for 2026 and 2027 will reach 317 trillion Korean won and 474 trillion Korean won, respectively, far exceeding the size of this fundraising. Therefore, the actual contribution of this financing to capacity investment is relatively limited and is more symbolic, although the use of funds remains reasonable.
Looking ahead, Morningstar believes that the earnings trends of memory chip manufacturers are highly unpredictable. SK Hynix's ADR and its shares listed in South Korea may continue to experience significant volatility. Therefore, it maintains its "Very High Uncertainty" rating for the company. (Jin Shi)
Odaily星球日报讯 经济学家预计韩国央行将于周四实施三年多来的首次升息，年底前将再次升息。韩国 6 月通胀率升至 3.2%，创两年半高位，连续第四个月高于韩国央行 2%的目标。预计今年下半年通胀率平均在 3%左右，从而为开启紧缩周期铺平道路。经济增长强劲、房价上涨以及家庭债务居高不下，为政策制定者提供了收紧政策的空间。韩国第一季经济以近六年最快速度增长，韩国央行行长申铉松表示，鉴于中东冲突引发油价高企，通胀预计将在相当长一段时间内超过韩国央行的目标，因此有必要升息。
在 7 月 7 日至 13 日进行的调查中，37 位经济学家中除一人外，其余均预计韩国央行将于 7 月 16 日将指标利率上调至 2.75%。大多数受访经济学家（31 人中有 28 人）预计，到第四季末还将升息一次，使政策利率升至 3.00%。其中一人预测指标利率将达到 3.25%，其余两人则预测维持在 2.75%。预测中值显示，韩国央行将在 2027 年第一季将指标利率上调至 3.25%，并维持该水准至少到明年年底，这比 5 月调查中的预测高出 25 个基点。(金十)
