存储双雄，股价暴跌

Group 1 - South Korean semiconductor stocks, including Samsung Electronics and SK Hynix, experienced a decline due to renewed tensions in US-China trade relations, with SK Hynix down 5.02% and Samsung down 3.28% [1] - Following the Mid-Autumn Festival, foreign investors heavily invested in South Korean semiconductor stocks, leading to significant price increases for both Samsung and SK Hynix, with Samsung rising 6.07% and SK Hynix 8.22% [2] - The Korean Composite Stock Price Index (KOSPI) reached a historical high for the third consecutive month, largely driven by the semiconductor sector, with Samsung and SK Hynix contributing nearly 90% of the total market value increase [3] Group 2 - Analysts predict that Samsung Electronics will achieve its highest quarterly profit since 2022, estimating an operating profit of 10.1 trillion KRW (approximately 71.1 billion USD) for Q3 2023, a 10% increase year-on-year [4] - DRAM chip prices have surged by 171.8% year-on-year, benefiting Samsung's traditional memory business, although delays in supplying advanced HBM chips to Nvidia have impacted its profitability [5] - Samsung's recent agreements with major clients like OpenAI and Tesla are expected to enhance market confidence in its stock and chip business, with a notable 43% increase in stock price since July [6]