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2026年8月26日星期三
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美國市場與金融最新消息

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Samsung Q2 2026 Full Results Due July 30: Three Figures Behind the ₩89.4T Headline
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Samsung Q2 2026 Full Results Due July 30: Three Figures Behind the ₩89.4T Headline

Samsung posted ₩89.4T operating profit in Q2 2026 (preliminary, July 7). Full segment breakdown — DS, MX, foundry — releases July 30. Three numbers that will move 005930.KS.

2026.07.17.0
Apple Enters DOJ Settlement Talks — Samsung Korea Subpoenaed as Case's 'Most Relevant Third Party'
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Apple Enters DOJ Settlement Talks — Samsung Korea Subpoenaed as Case's 'Most Relevant Third Party'

Apple entered early settlement talks with the U.S. DOJ over its 2024 antitrust case. Samsung Korea is at the center — subpoenaed for discovery, named as Apple's closest competitor.

2026.07.17.2
SKHY ADR Premium Drops 28 Points From 51% to 23% in Two Sessions: Constitution Day, Options Expiry
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SKHY ADR Premium Drops 28 Points From 51% to 23% in Two Sessions: Constitution Day, Options Expiry

SKHY ADR premium compressed from a same-session peak of 51% on July 14 to ~23% on July 16 in two sessions. KRX closed today for Korea's reinstated Constitution Day.

2026.07.17.0
Meritz Financial Approves ₩200 Billion DIP Loan for Homeplus as MBK Chair Stakes Personal Guarantee Before July 20 Court Deadline
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Meritz Financial Approves ₩200 Billion DIP Loan for Homeplus as MBK Chair Stakes Personal Guarantee Before July 20 Court Deadline

Meritz Financial Group approved a ₩200 billion debtor-in-possession loan for Homeplus on July 16, with MBK Partners Chairman Michael Kim providing a personal guarantee for the full amount. The deal enables Homeplus to appeal Seoul Bankruptcy Court's rehabilitation termination before the July 20 deadline. Korean bank creditors hold an estimated ₩1 trillion in combined exposure.

2026.07.17.0
Kia Partners With Kakao Mobility to Build Purpose-Built Robotaxis as Seoul Sets October Level-4 Debut
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Kia Partners With Kakao Mobility to Build Purpose-Built Robotaxis as Seoul Sets October Level-4 Debut

Kia and Kakao Mobility ink a PBV robotaxi co-development MOU, with Kia supplying PV5 DevKit vans for Seoul's 2026 pilot as both partners target Korea's first unmanned Level-4 commercial service in October.

2026.07.17.0
Micron Locks In Hyundai Mobis and Samsung's Harman on 3-5 Year AI Vehicle Chip Deals
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Micron Locks In Hyundai Mobis and Samsung's Harman on 3-5 Year AI Vehicle Chip Deals

Micron Technology secured 3-5 year strategic supply agreements with Hyundai Mobis and Samsung's Harman for AI-enabled vehicle memory. What it means for Korea's three-way automotive chip race.

2026.07.17.1
KAI Completes T-50i Deliveries to Indonesia, Opening KRW 2.5T KF-21 Revenue Window
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KAI Completes T-50i Deliveries to Indonesia, Opening KRW 2.5T KF-21 Revenue Window

KAI delivered its final T-50i batch to Indonesia on July 16, completing 22 total units and cementing a relationship that anchors a KRW 2.5 trillion KF-21 fighter revenue stream beginning Q1 2026. With Q1 revenue forecast up 53.4% YoY and 94+ FA-50 aircraft in global negotiation, analysts maintain a Buy consensus with a 37% upside target.

2026.07.17.0
EU Forces Android Open: Samsung (005930.KS) Gemini at Risk
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EU Forces Android Open: Samsung (005930.KS) Gemini at Risk

The European Commission (the EU's executive arm and top antitrust enforcer) on July 16, 2026 issued two binding orders requiring Alphabet's Google to open its Android operating system to rival artificial-intelligence assistants and to share Google Search data with competing search providers.

2026.07.17.1
SK Group Chair Chey Tae-won: 'AI Memory Demand Will Rise 20x by 2030 — Just Hold SK Hynix'
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SK Group Chair Chey Tae-won: 'AI Memory Demand Will Rise 20x by 2030 — Just Hold SK Hynix'

SK Group Chairman Chey Tae-won told a KCCI summer forum to stop trading SK Hynix and hold long-term, citing AI memory demand expanding roughly 20x from 2026 to 2030 and SK Hynix 56.4% global HBM market share.

2026.07.17.0
Bank of Korea's First Rate Hike in 3.5 Years: 2.75%, October Next, 3% by Year-End
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Bank of Korea's First Rate Hike in 3.5 Years: 2.75%, October Next, 3% by Year-End

Bank of Korea hikes 25bp to 2.75% (7-0 vote): first rate rise in 3.5 years. CPI at 3.2%, October hike expected, year-end consensus 3%. Won firms; bank stocks jump.

2026.07.17.0
Uber's $14.8 Billion Delivery Hero Bet Delivers Baemin to Its Global Platform — Now It Faces Coupang
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Uber's $14.8 Billion Delivery Hero Bet Delivers Baemin to Its Global Platform — Now It Faces Coupang

Uber agreed to buy Delivery Hero for $14.8 billion, handing it Baemin — South Korea's dominant food-delivery app with 15.24M weekly users. KFTC scrutiny and Coupang's competitive response are key investor risks.

2026.07.17.3
KB Financial Launches ₩100 Billion AX Digital Asset Fund, Betting on Korea's Stablecoin and CBDC Race
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KB Financial Launches ₩100 Billion AX Digital Asset Fund, Betting on Korea's Stablecoin and CBDC Race

KB Financial Group (105560.KS) launches the ₩100 billion KB AX Digital Asset Fund targeting stablecoin, CBDC, and AI startups. Five group affiliates serve as LPs and KB Investment as GP. The move pre-positions Korea's largest commercial bank ahead of the Digital Asset Framework Act expected in late 2026.

2026.07.17.0