大涨！再创新高

Core Points - The KOSPI index in South Korea reached a historical high, increasing by 2.4% on October 2 [3] - Major stocks such as Samsung Electronics and SK Hynix saw significant price increases, with Samsung rising over 4% and SK Hynix increasing by over 10%, marking its largest intraday gain since April [4][5] - OpenAI has signed a preliminary agreement with Samsung and SK Hynix to supply chips and other equipment for its large-scale Stargate project, which could lead to a monthly demand of 900,000 wafers, more than double the current global high bandwidth memory (HBM) capacity [5][6] Industry Summary - South Korea's exports in September reached $65.95 billion, 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 rose by 22% in September, totaling $16.6 billion, marking the highest record for two consecutive months [9] - The trade surplus for September was $5.64 billion, with imports decreasing by 8.2% to $56.4 billion [9] Economic Indicators - Consumer prices in South Korea rose by 2.1% year-on-year in September, up from 1.7% in August, slightly above economists' expectations [12] - 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 target [12][13]