来自OpenAI的重大利好

Group 1 - Samsung Electronics and SK Hynix stocks surged following their collaboration with OpenAI on the "Stargate" initiative, with Samsung's stock rising over 4% to a new high since January 2021 and SK Hynix's stock increasing over 9%, reaching its highest level since 2000 [1][2] - OpenAI's partnership aims to enhance the supply of advanced storage chips necessary for next-generation AI and expand data center capacity in South Korea [2] - SK Hynix announced readiness to mass-produce the next generation of high bandwidth memory (HBM) chips, solidifying its position in the AI supply chain, with HBM4 expected to be crucial for NVIDIA's upcoming AI chips [2][3] Group 2 - OpenAI's valuation soared to $500 billion, surpassing SpaceX, following a transaction that allowed employees to sell shares, significantly raising the company's valuation from $300 billion earlier this year [4][6] - Approximately $6.6 billion worth of stock was sold by current and former OpenAI employees to various investors, reflecting strong demand for the company despite not yet being profitable [6] - The rapid increase in OpenAI's valuation highlights the capital market's enthusiasm for disruptive technology leaders, as the company collaborates with major firms like Oracle and SK Hynix to drive infrastructure development [6]