Market Overview - Japanese stock market saw a significant rise, with the Nikkei 225 index increasing by over 1000 points, a gain of more than 2% [1][2] - South Korean stock market also surged, with the KOSPI index reaching a new high of 4084 points, closing up 1.76% [5] Company Highlights - Advantest Corporation's stock surged over 20%, reaching a new high, with a market capitalization nearing 17 trillion yen. The company raised its operating profit forecast for the fiscal year ending March 2026 by 25% to 374 billion yen, driven by demand for chip testing equipment in the AI sector [1][2] - SoftBank Group's shares rose by nearly 5%, reaching a historical high, following a restructuring agreement between OpenAI and Microsoft, which may pave the way for OpenAI's IPO and provide funding for ambitious projects [2][3] - SK Hynix's stock increased by over 7%, achieving a new high, with third-quarter operating profit surpassing 1 trillion won for the first time, driven by rising prices of DRAM and NAND flash memory, as well as strong demand from the AI server industry [1][5] Investment and Financial Performance - OpenAI's valuation has surged from 300 billion to 500 billion dollars following SoftBank's additional investment of 22.5 billion dollars, part of a total planned investment of 30 billion dollars [2][3] - SK Hynix reported a third-quarter operating profit of 11.38 trillion won, a year-on-year increase of 62%, and a net profit of 12.59 trillion won, more than doubling from the previous year [5] - The demand for high-bandwidth memory (HBM) and enterprise solid-state drives (SSDs) is expected to continue growing, driven by AI infrastructure development [6] Strategic Partnerships and Future Outlook - U.S. President Trump emphasized the importance of U.S.-South Korea economic relations and encouraged increased investment in U.S. industries during a speech at the APEC summit [1] - NVIDIA's CEO Jensen Huang expressed optimism about OpenAI's potential IPO, suggesting it could be one of the most successful public offerings in history [3][4] - Huang also indicated plans to announce significant news with South Korean companies during his visit, highlighting the strong partnerships within the Korean ecosystem [7]
集体暴涨!特朗普,突发!
Zheng Quan Shi Bao Wang·2025-10-29 11:38