开盘大涨！再创新高

Market Overview - The South Korean Composite Stock Price Index opened higher, reporting 5171.85 points, an increase of 1.71% from the previous close of 5084.85 points [2][3] - The trading volume reached 68.79 million shares, with a market capitalization of 961.35 trillion won for Samsung Electronics and 593.32 trillion won for SK Hynix [3][4] Key Stock Performances - LG Energy Solutions surged over 7.47%, while Hyundai Motor and Samsung Electronics also saw gains of 2.56% and 1.82% respectively [4] - SK Hynix met two-thirds of NVIDIA's HBM4 demand, indicating strong performance in the semiconductor sector [4] Pricing Trends - Samsung and SK Hynix have doubled the prices of low-power DRAM supplied to Apple compared to the previous quarter, with increases exceeding 80% and approximately 100% respectively [4] - This price hike reflects a shift in Apple's procurement strategy due to supply constraints, potentially impacting future negotiations [4] Trade Relations and Economic Impact - Former President Trump threatened to impose tariffs on South Korean imports due to unmet agreements, which could weaken the competitiveness of South Korean exporters in the U.S. market [5][6] - The potential tariffs may particularly affect the automotive sector, raising concerns about the ability of South Korean chip manufacturers to receive favorable treatment under U.S. semiconductor tariff frameworks [6] Japanese Market Update - The Nikkei 225 index fell below 53,000 points, declining by 0.74%, with significant drops in automotive and pharmaceutical stocks, including Toyota and Mazda, both down over 3% [7][8] - The Bank of Japan's meeting minutes indicated a consensus among members to continue a loose monetary policy, even if interest rates are raised in the future [8]