

一 | South Korea, Japan, and the US are due to begin a joint ballistic missile defense drill in the waters off Hawaii later on Monday as they step up security coordination against North Korea's "evolving military threats," according to Yonhap.,The South Korean news agency cited unnamed sources as saying that the Pacific Dragon exercise would take place on August 1-14 and aims to enhance cooperation among the participating countries in detecting, tracking and reporting ballistic missile targets.,The insiders added that in addition to the three countries, Australia and Canada would join the drill, which is being led by the US Pacific Fleet.,The claims come a few days after North Korean leader Kim Jong-un asserted that Pyongyang is absolutely ready to mobilize its "nuclear war deterrence forces" at any moment.,“Our armed forces are thoroughly prepared to respond to any crisis, and our nation’s nuclear war deterrence is also fully ready to mobilize its absolute strength faithfully, accurately and promptly to its mission,” Kim was cited by Al Jazeera as saying last Wednesday during the celebration of the anniversary of the armistice agreement that ended the Korean War.,The North Korean leader also argued that Washington continues “dangerous, illegal hostile acts” with South Korea against his country some 70 years after the war, and seeks to justify its behavior by “demonizing” the North.,South Korea Fears North May Conduct New Nuclear Test in Coming Days - Unification Minister26 July, 17:00 GMT,He claimed any possible attempt by South Korea to make a preventive strike on the North to neutralize a part of the latter's military potential would be futile.,Additionally, Kim condemned the new South Korean administration under President Yoon Suk-yeol, saying any attempts to preemptively incapacitate his country would be met with a stern response and “annihilation”.,“I once again make it clear that North Korea is fully ready for any military confrontation with the United States,” he stressed.,This followed officials in Seoul and Washington claiming that Pyongyang had completed preparations to conduct its first nuclear test since 2017.,South Korea’s Foreign Minister Park Jin, in turn, warned that the North is likely to face stronger sanctions, including measures aimed at curbing its cyberattack capabilities if it goes ahead with the tests.,Last month, US special representative to North Korea Sung Kim asserted that Pyongyang had already tested an unprecedented number of missiles this year. In January, Pyongyang said it had tested a hypersonic missile and later launched a banned intercontinental ballistic missile (ICBM) as well as missiles that it said could carry tactical nuclear weapons.,In 1953, Seoul and Pyongyang clinched an Armistice Agreement that ended the three-year war. However, formally, the Korean Peninsula is still at war because the conflict ended without both sides signing a peace treaty.。

二 |
如果苹果跟进100美元涨幅,iPhone18 Pro海外起售价将来到1199美元,涨幅约9%。该涨价幅度相对克制,意味着苹果不会把全部上游成本转嫁给消费者,企业自身将消化一部分压力,苹果此前也预警本季度毛利率承压。
据此前Counterpoint的分析,同样12GB内存+1TB闪存的配置,iPhone 18 Pro Max相较iPhone 17 Pro Max的成本上涨超过300美元。

三 | 古尔曼分析,选择100美元的温和涨幅,可以维持iPhone与三星竞品处于相近价格区间,避免重演Mac、iPad大幅涨价带来的负面市场反馈。iPhone用户忠诚度较高,理论上还有进一步提价的空间,苹果的设备分期订阅方案,也能够降低消费者对一次性涨价的感知。
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