日韩股市跳水！韩国综合指数跌超6%，一度暂停程序化交易卖单

Market Overview - The Japanese and South Korean stock markets opened lower, with the South Korean Composite Index dropping over 6% and the Nikkei 225 Index falling below 50,000 points, down 3.74% [1] - Concerns over global AI valuations have led to declines in South Korean chip stocks, with SK Hynix down 7.85% and Samsung Electronics down 6.67% [1] - Japanese chip-related stocks also experienced significant declines, with SoftBank Group down 13.2% and Advantest down 8.6% [3] Economic Indicators - The yield on 10-year Japanese government bonds fell by 1 basis point to 1.66% [5] - The USD/JPY exchange rate dropped to 153.17, having previously touched 154 [5] Stock Performance - The Nikkei 225 Index has been above 50,000 points for six consecutive trading days, with a cumulative increase of over 15% since early October and a year-to-date rise of 29.8% [8] - The KOSPI index in South Korea has seen a 19% increase since October, with a year-to-date surge of nearly 72% [8] - On November 4, the Nikkei 225 Index recorded a high of 52,434.06 points before closing down 1.74% at 51,497.2 points, while the KOSPI index closed down 2.37% at 4,121.74 points [8] Market Influences - Three main factors are affecting the Asia-Pacific stock markets: the strengthening US dollar, declines in high-flying assets, and ongoing trade dispute uncertainties [8] - The decline in the Japanese and South Korean stock markets is attributed to "crowded trades at high levels" and the strengthening dollar, leading to profit-taking and technical pullbacks [9] - Future performance of Japanese stocks may depend on government fiscal plans and reforms, while the South Korean market's outlook is closely tied to the US AI cycle and domestic capital expenditure [9]