Nvidia(US:NVDA) Hua Er Jie Jian Wen·2025-10-31 08:01Core Insights - The dinner hosted by NVIDIA CEO Jensen Huang in Seoul sparked a "meme frenzy" in the South Korean stock market, with related stocks soaring by up to 30% [1][3] - Huang's visit aimed to strengthen NVIDIA's strategic presence in South Korea, coinciding with agreements to supply over 260,000 AI chips for local projects [3][10] Group 1: Market Reactions - Kyochon F&B Co., a competitor of Kkanbu Chicken, saw its stock price surge by 20% following the dinner, while Cherrybro Co., a poultry processor, hit a 30% daily limit up with trading volume approximately 200 times the average [3][13] - Neuromeka Co., a company producing chicken-frying robots, also experienced a significant stock price increase [3][15] - The event highlighted the unique impact of viral trends on the South Korean stock market, particularly on small-cap stocks [3][16] Group 2: Strategic Partnerships - NVIDIA's agreements with Samsung Electronics, Hyundai Group, and SK Hynix involve supplying over 260,000 AI chips to kickstart AI initiatives in South Korea [3][10] - The South Korean government plans to establish a "sovereign AI" infrastructure, deploying over 50,000 of NVIDIA's latest AI accelerators in data centers [10] - Huang's interactions during the dinner, including gifting NVIDIA-branded items, underscored the importance of building relationships with key local partners [4][10]