刚刚，开盘大涨！

Market Overview - The South Korean KOSPI index opened high and continued to rise, with an increase of 2.77% as of the report [3] - Japanese stock market also saw gains, with the Nikkei 225 index rising over 1% [8] South Korea Market Drivers - Reports indicate that South Korea will reduce dividend taxes, and the National Pension Service may increase its allocation to domestic stocks, boosting market sentiment [5] - Bank and brokerage stocks surged significantly due to the dividend tax reduction news, providing support for the KOSPI index [5] Japan Market Insights - Goldman Sachs reported that U.S. investors are increasing their holdings in Japanese assets, driven by governance reforms and strong performance in AI-related stocks [10] - Notable stock performances included SoftBank Group, All Nippon Airways, and Renesas Electronics, each rising over 4%, while Nippon Steel's stock increased by over 6% due to better-than-expected second-quarter operating profits [10] Investment Trends - Japanese investors purchased more U.S. Treasury bonds than other major markets in September, with a net purchase of 1.13 trillion yen [12] - The Japanese government is focusing on investment in critical sectors such as semiconductors, AI, shipbuilding, defense, and key minerals to drive economic growth [15][14] Economic Strategy - Prime Minister Fumio Kishida aims to utilize a new stimulus plan to initiate economic growth and has tasked an expert group with developing a new growth strategy by next summer [14] - The expert group emphasizes the importance of investing in 17 key areas crucial for Japan's economic growth [15]