大涨！韩国KOSPI指数再创历史新高 9月份出口创三年半新高

Group 1: Market Performance - On October 2, the South Korean stock market opened with a significant rise, with the KOSPI index increasing by 2.4%, reaching a new historical high [2][3] - Major stocks such as Samsung Electronics and SK Hynix saw substantial gains, with Samsung's stock rising over 4% and SK Hynix's stock increasing by more than 10%, marking the largest intraday gain since April [4][5] Group 2: OpenAI Partnership - OpenAI has reached a preliminary agreement with South Korea's semiconductor giants, Samsung Electronics and SK Hynix, to supply chips and other equipment for its ambitious Stargate project [5] - The agreement, signed by OpenAI CEO Sam Altman in Seoul, aims to integrate these leading storage chip companies into the Stargate data center construction plan, which also involves major players like NVIDIA and Oracle [5] - OpenAI's projected demand could reach 900,000 wafers per month, which is more than double the current global high-bandwidth memory (HBM) capacity, highlighting the project's scale and the rapid growth of global AI development [5][6] Group 3: Economic Indicators - South Korea's exports in September reached $65.95 billion, marking a year-on-year increase of 12.7%, the highest in three and a half years, driven primarily by strong semiconductor demand [8] - Semiconductor exports grew by 22% in September, totaling $16.6 billion, achieving record highs for two consecutive months [8] - The trade surplus for September was $5.64 billion, with imports declining by 8.2% to $56.4 billion [8] Group 4: Inflation Trends - In September, South Korea's consumer prices rose by 2.1% year-on-year, up from 1.7% in August, slightly exceeding economists' expectations [10] - The core inflation rate, excluding volatile food and energy prices, increased from 1.3% in August to 2% in September, hovering around the Bank of Korea's 2% inflation target [10][11]