Morning Comment Norway-06/26/2026

研报英文原文证据摘录

Morning Comment Norway-06/26/2026

Morning Comment Norway

26 JUN 2026

Foreign markets S&P 500 intraday

7,440

• US – US equities were flattish in Thursday’s trading session, though Nasdaq

fell ~0.5%. Micron (MU) rallied ~15% following a major beat as they released 7,420

quarterly figures on Wednesday after close and heightened their guidance. 7,400

The AI trade is still in focus, now with renewed momentum and better

sentiment following Micron’s earnings. Apple implemented price increases 7,380

and raised prices for Macs and Ipads, as they emphasize the extreme surge

7,360

in demand for memory and storage, driven by the rapid expansion of data

centers. JP Morgan heightened its dividend and announced a USD 50bn 7,340

buyback program.

7,320

• Asia – Asia equities are trading down in Friday’s early trading session, with 16:00 17:00 18:00 19:00 20:00 21:00

Nikkei down ~4.5%. The volatile session is led by South Korea’s Kospi index,

heavily dominated by the Electronics/Technology sector, which has triggered US and Asia indices (at time of publication)

a trading halt, led by SK Hynix and Samsung Electronics. 1.00%

0.14%

• Oil prices – Yesterday, the IRGC reportedly attacked a cargo ship in the 0.00%

Strait of Hormuz off the coast of Oman. The United Kingdom Maritime Trade -0.01%

Operations (UKMTO) has issued an attack advisory after receiving a report -1.00% -0.46%

that a vessel was struck on its starboard (right) side by an unidentified -2.00% -1.61% -1.63%

projectile. IMO pauses the highly anticipated evacuation plan “to ensure

approach and navigational safety”. Allegedly, the IRGC Navy continues to -3.00%

broadcast that the strait is closed, warning that only vessels with Iranian -4.00%

permission may pass and threatening consequences for non-compliance.

-5.00% -4.49%