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历史新高!刚刚,亚太市场集体大涨
Zheng Quan Shi Bao·2025-09-22 02:19

Group 1: Market Performance - The Asia-Pacific markets experienced a collective rise, with Japan and South Korea's stock markets showing significant gains on September 22 [1][2] - The KOSPI index in South Korea reached a new historical high, peaking at 3481.96 points, with a rise of over 1% [2] - The Nikkei 225 index in Japan also increased by more than 1%, reflecting strong performance in the semiconductor sector [1][2] Group 2: Company Highlights - Samsung Electronics saw its stock price increase by over 4%, with its market capitalization surpassing 490 trillion won, following reports of successful testing of its HBM3E chip products by NVIDIA [2] - Analysts from Citigroup and Morgan Stanley have reiterated their buy ratings on Samsung Electronics, with target prices set at 110,000 won and 97,000 won respectively [2] - The semiconductor sector in South Korea reported a 27% increase in exports for the first 20 days of September, continuing the momentum from August's 30% growth [2] Group 3: Economic Context - The South Korean government reported a 10.6% year-on-year decline in export amounts for the first 20 days of September, with adjustments made for working days [2] - The U.S. has imposed a 15% tariff on South Korean goods, increasing pressure on exporters, although smartphones and laptops remain exempt [3] - Ongoing trade negotiations between South Korea and the U.S. are facing challenges, particularly regarding tariff agreements and investment commitments [3][4] Group 4: Japan's Economic Developments - The Japanese stock market saw significant gains, with the Nikkei 225 index rising nearly 1.3%, driven by strong performances from semiconductor companies [4][5] - The Bank of Japan announced plans to gradually reduce its holdings of exchange-traded funds (ETFs), indicating increased confidence in the economic outlook [5] - The upcoming leadership election within Japan's ruling Liberal Democratic Party is expected to address key issues such as high prices and cooperation with opposition parties [5]