受美国与伊朗空袭引发的地缘政治紧张局势影响，国际原油价格大幅上涨。布伦特原油价格上涨 2.3% 至每桶 77.72 美元 [1]，美国基准原油则上涨 2.1% 至每桶 72.92 美元 [1]。与此同时，亚洲股市表现分化并出现下跌。韩国综合股价指数（Kospi）暴跌 9%，收于 6,806.93 点，创下自今年 5 月初以来的最低水平 [1]；东京日经 225 指数下跌 1.9% 至 67,242.73 点 [1]；上海综合指数亦下跌 2.1%，报收于 3,913.79 点 [1]。
韩国存储芯片巨头 SK Hynix 在成功完成融资后，其股价出现剧烈波动，引发市场对人工智能相关股票估值过高的担忧 [1]。该公司以每股 149 美元的价格出售美国存托凭证（ADR），筹集资金约 265 亿美元 [1]。瑞士信贷分析师 Ipek Ozkardeskaya 指出，存储芯片板块因 AI 需求被推高至抛物线式增长，目前存在产能过剩风险 [1]。
投资者目光正聚焦于即将发布的美国主要银行财报及通胀数据对利率政策的影响。本周将发布财报的美国银行股包括美国银行、花旗集团、摩根大通、高盛和富国银行等机构 [1]。
Geopolitical tensions sparked by airstrikes between the United States and Iran drove international oil prices higher while global equity markets showed mixed performance [1]. Brent crude rose 2.3% to $77.72 per barrel, with U.S. benchmark crude climbing 2.1% to $72.92 a barrel [1]. In Asian stock markets, the South Korean Kospi index fell sharply by 9% to close at 6,806.93 points, marking its lowest level since early May [1]. The Tokyo Nikkei 225 dropped 1.9% to stand at 67,242.73 points, while the Shanghai Composite Index declined 2.1% to finish at 3,913.79 points [1].
South Korea's memory chip giant SK Hynix experienced significant stock volatility following a successful financing round in which it sold American depositary receipts for approximately $26.5 billion at $149 per share [1]. Analyst Ipek Ozkardeskaya of Credit Suisse noted that the storage chip sector had been pushed into parabolic growth due to artificial intelligence demand, raising concerns about potential overvaluation and capacity oversupply risks [1]. Investors are also closely watching upcoming earnings reports from major U.S. banks this week, including Bank of America, Citigroup, JPMorgan Chase, Goldman Sachs, and Wells Fargo, as well as the impact of inflation on interest rate policy [1].