英伟达“交卷”缓解AI担忧，日韩科技股走强，韩国股指再创新高，美元疲软

Group 1 - Nvidia's strong earnings report boosts market confidence, leading to a rise in Asian tech stocks, particularly in South Korea and Japan [1][4] - The MSCI Asia-Pacific index increased by 1%, reaching a historical high, while the South Korean Composite Index rose by 1.77%, also setting a new record [3][2] - Analysts highlight the positive impact of Nvidia's performance on the Asian AI supply chain, with significant gains for key suppliers like SK Hynix and Samsung [5][4] Group 2 - Investment in AI-related stocks is expected to continue, with a focus on companies in the gallium nitride and silicon carbide sectors in Japan, such as Fuji Electric [7] - Despite Nvidia's solid performance, some analysts express disappointment over the lack of detailed guidance on future prospects, indicating ongoing concerns about competition and sustainability of infrastructure investments [7][8] - The broader market is experiencing a softening of the dollar, with the Bloomberg Dollar Spot Index down by 0.2% [8]