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According to sources, Japan currently has no plans to change the target asset allocation of GPIF (Japanese Government Pension Investment Fund), but may direct more funds to invest in domestic assets within the existing range.

SK hynix officially landed on the Nasdaq exchange in the United States in the form of American depositary receipts (ADRs) on July 10, 2026. It performed strongly on the first day of trading, rising 12.76% throughout the day. But today it fell 14.5% in the local market. This is not simply "U.S. stocks are hot and Korean stocks are cold." To put it simply, the ADR debut has increased the market's interest in SK Hynix's narrative and simultaneously raised the threshold for performance verification. As long as the pace of HBM4's volume increase lacks firmer data confirmation, profit-taking will easily pull the AI ​​storage premium back from the story to delivery. ADR surged about 13% on the first day. What is being traded is the scarcity of global funds getting exposure to AI storage leaders; Seoul fell 14.5%, and what is being traded is the pressure to cash out after the previous increase, and whether HBM4 can increase its volume at the original optimistic pace in the second quarter. It proves that the market is willing to buy AI storage narratives. The next question the stock price has to answer is whether orders, shipments and profit elasticity can keep up.

Russia's Federal Security Service (FSB): Failed a series of large-scale attack attempts by the Ukrainian armed forces using drones to target military infrastructure, defense industry enterprises and military personnel.

Turkish officials: Turkey has notified Canada that it will participate in the Defense, Security and Resilience Bank (DSRB) as a founding member.

EU High Representative for Foreign Affairs and Security Policy Callas: No tolls or fees can be charged in the Strait of Hormuz.

EU High Representative for Foreign Affairs and Security Policy Karas: There are still some unanswered questions about the new Russian sanctions package.

EU High Representative for Foreign Affairs and Security Policy Karas: It is hoped that EU foreign ministers will reach an agreement on 250 new sanctions targets against Russia on Monday; there is currently no agreement on the 21st round of sanctions.

Iranian Revolutionary Guards: The United States’ continued intervention in the Strait of Hormuz will lead to more serious incidents in the global oil and gas field.

Iranian Revolutionary Guards: The only way to open the Strait of Hormuz is to end U.S. military intervention and respect the sovereignty of littoral countries.

According to Iran Press TV: The Iranian Army Air Defense Force intercepted and shot down a US "LUCAS" drone near Bandar Abbas Port.

Iran's Revolutionary Guards said the latest round of retaliatory attacks targeted U.S. military installations in Bahrain and destroyed a radar system in Oman.

JERA, Japan’s largest power company: JERA signed a memorandum of understanding with Samsung C&T to enhance the resilience and supply security of the hydrogen and ammonia value chain.

Citi downgraded UK stocks to "underweight" from "overweight".

Citigroup upgraded Japanese stocks from "underweight" to "overweight."

Iran’s Revolutionary Guards: Destroyed two American Seamaster rocket launchers deployed to Kuwait.

According to the Financial Times: Deep divisions within the Bank of England’s monetary policy committee make it more difficult for the bank to rebuild its credibility after five years of inflation above target.

According to the Financial Times: Investors are reducing their bets on Asian chip manufacturers.

According to the Financial Times: Mastercard is considering selling its UK payments subsidiary Vocalink.

NI225 fell below 67,000 points, down 2.28% on the day.

NI225 fell by 2.00% on the day, and Kioxia fell by more than 10%.