“黄仁勋效应”点燃KOSPI：韩国股市10月飙20%，创2001年来最佳单月

Group 1 - The KOSPI index is experiencing its strongest monthly performance in over 20 years, with a 20% increase in October, marking its best month since 2001, and has risen 76% year-to-date, leading global major indices [1] - The recent surge is attributed to growing confidence in South Korean tech giants like Samsung Electronics and SK Hynix in the AI innovation space, bolstered by a landmark agreement reached during Trump's visit to South Korea [4] - SK Hynix's stock surged 11% following record quarterly profits and a target price increase from 480,000 KRW to 1,000,000 KRW, reflecting a shift in valuation methods in light of new AI paradigms [4] Group 2 - Samsung Electronics also saw a 3.5% increase in stock price due to the same analyst's target price adjustment, alongside additional momentum from partnerships with Nvidia [4] - The positive sentiment has spread to supporting industries, with companies like HD Hyundai Electric and defense stocks rising due to agreements related to nuclear submarine construction [5] - Since early July, global investors have injected $12.8 billion into the South Korean stock market, indicating strong confidence in the market, partly due to supportive policies from the opposition leader Lee Jae-myung [6]