孙正义出手!直线拉升!
中国基金报·2025-11-27 01:27

Market Overview - The South Korean KOSPI index increased by 1.26%, reaching 4010.81 points, with a high of 4015.70 points during the trading session [2][3] - Major stocks such as SK Hynix and Samsung Electronics saw significant gains, with SK Hynix rising over 3% and Samsung Electronics increasing by more than 1% [3][4][5] - The Japanese Nikkei 225 index also rose by 1.23%, closing at 50170.70 points, driven by gains in technology and metal stocks [6][7] Company Developments - SK Hynix's market capitalization is approximately 39.31 trillion KRW, with a price-to-earnings ratio of 11.0 [4] - Samsung Electronics has a market capitalization of about 618.60 trillion KRW and a price-to-earnings ratio of 19.0 [5] - A working group has been established by the South Korean government in collaboration with Samsung Electronics and Hyundai Motor Group to advance the deployment of 260,000 GPUs from NVIDIA for AI infrastructure [6][8] Strategic Moves - NVIDIA announced plans to supply up to 260,000 GPUs to South Korea, which will increase the country's AI GPU capacity from approximately 65,000 to over 300,000 units, positioning South Korea as a major AI computing center [6][8] - SoftBank Group's stock surged over 5% following the announcement of its acquisition of Ampere Computing for $6.5 billion in cash, aimed at enhancing its capabilities in AI infrastructure [9][10]

孙正义出手!直线拉升! - Reportify