利好，开盘猛拉

Market Overview - The South Korean KOSPI index rose over 1.9% on July 1, indicating a positive market sentiment [2] - Conversely, the Nikkei 225 index in Japan fell by more than 1% during the same period [5] South Korean Economic Data - South Korea's exports in June increased by 4.3% year-on-year, reaching $59.8 billion, while imports rose by 3.3% to $50.72 billion [4] - The trade surplus for June was $9.08 billion, up from a revised surplus of $6.93 billion in May [4] - The growth in exports was primarily driven by a 12% increase in semiconductor shipments, reflecting strong demand amid the AI boom [4] Japanese Economic Data - Japan's large manufacturer confidence index for June was reported at 13, exceeding the forecast of 10, while the large non-manufacturer confidence index slightly decreased from 35 to 34, aligning with expectations [8] - The large manufacturer confidence index reached its highest level since December 2024, while the non-manufacturing index hit its lowest since the same period [8]