亚洲股市全线大涨，港股半导体芯片概念爆发，中芯国际涨超9%

Market Overview - The Asia-Pacific market experienced a significant surge on October 2, with the Korean Composite Index rising over 3% and surpassing 3500 points for the first time in history [1] - The Hang Seng Index and Hang Seng Tech Index also saw substantial gains, with the Hang Seng Index up 1.45% and the Hang Seng Tech Index up 2.66%, reaching a four-year high [1] Semiconductor Sector - The semiconductor chip sector continued its upward trend, with notable increases in stocks such as SMIC, which rose over 9%, along with Huahong Semiconductor and Shanghai Fudan [3] Storage Chip Market - The storage chip market is experiencing a price surge following a recovery phase after inventory adjustments in Q1. Major manufacturers like Micron and Samsung are reducing production of DDR4 and LPDDR4 chips, shifting capacity towards DDR5 and LPDDR5, leading to a tight supply in the mobile storage market [5] - Companies like SanDisk have issued price increase notices, further fueling the market momentum [5] Metals Sector - The Wind Hong Kong Nonferrous Metals Index increased by 4.72%, with significant stock price increases for companies such as China Silver Group (up 32.08%) and Tianqi Lithium (up 13%) [6][7] - International precious metals prices have continued to rise, with spot gold reaching $3895 and silver surpassing $47, marking the highest levels since May 2011 [8] Technology Sector - The internet technology sector saw strong performance from several key stocks, including Kuaishou (up 6.65%), Baidu (up 4.5%), and Alibaba (up 3.95%) [8] - Morgan Stanley has raised Alibaba's target price significantly to HKD 240, citing growth in cloud computing and e-commerce as key drivers for higher valuations [8] - Analysts remain optimistic about the AI-driven technology cycle, with a focus on domestic and overseas tech assets, particularly in AI computing and semiconductor investments [8]