（原标题：刚刚，暴跌！直线跳水！） 【导读】日本股市震荡下挫，韩国股市再创新高 中国基金报记者 李智 2月20日，日韩股市开盘涨跌不一，日本股市震荡下挫，日经225指数跌幅扩大至1.3%，最新报56761.57 点。 2月20日，日本总务省发布的数据显示，日本1月核心CPI同比上升2%，为2024年1月以来最小升幅，预 期升2%，前值升2.4%；整体CPI同比上升1.5%，自2022年3月以来首次降至2%以下，预期升1.6%，前值 升2.1%。 个股方面，日本制药股走低，住友制药直线下挫，一度大跌超10%。 当地时间2月5日，特朗普正式推出了TrumpRx.gov网站，此前16家全球最大制药商已与特朗普达成协 议，为美国人提供"最惠国"价格的药品，以换取美国关税豁免。 此外，野村控股、全日本航空、东京电子、软银集团等跌幅居前。 消息面上，软银旗下SB Energy公司将在俄亥俄州开发一个价值330亿美元的天然气项目，这是日本在承 诺向美国投资5500亿美元框架下的首批投资之一，同时还包括得克萨斯州的一个原油出口码头和佐治亚 州的一个合成金刚石处理工厂。 朋友们好，今天是大年初四，一起来看下日韩市场情况及资讯。 ...

【导读】日本股市震荡下挫，韩国股市再创新高 中国基金报记者 李智 朋友们好，今天是大年初四，一起来看下日韩市场情况及资讯。 日本股市震荡下挫 住友制药一度大跌超10% 2月20日，日韩股市开盘涨跌不一，日本股市震荡下挫，日经225指数跌幅扩大至1.3%，最新报56761.57 点。 | < w | | 日经225(N225) | | | Q | | --- | --- | --- | --- | --- | --- | | | | 02-20 09:24:01 | | | | | 56761.57 | 昨收 | 57467.83 | 成交额 | | 0 | | -706.26 | -1.23% 今开 | 56979.74 | 成交量 | | 0 | | 上 涨 | 49 中 盘 | 0 | 下 跌 | | 176 | | 最高价 | 56979.74 市盈率 | 22.2 | 近20日 | | 5.72% | | 最低价 | 市净率 56732.05 | 2.55 | 今年来 | | 12.76% | | 盯盘 因春节假期,A股于2月16日至2月23日休市 | | | | | × | | 分时 | 五日 日K ...

【导读】日本股市震荡下挫，韩国股市再创新高 朋友们好，今天是大年初四，一起来看下日韩市场情况及资讯。 日本股市震荡下挫 住友制药一度大跌超10% 当地时间2月5日，特朗普正式推出了TrumpRx.gov网站，此前16家全球最大制药商已与特朗普达成协议，为美国人提供"最惠国"价格的药品，以换取美国 关税豁免。 此外，野村控股、全日本航空、东京电子、软银集团等跌幅居前。 | 名称 | 现价 | 涨跌幅 = | 总市 -- | | --- | --- | --- | --- | | 住友制药 | 2718.0 | -7.33% | 10815亿 | | 4506.T | | | | | 野村控股 | 1402.5 | -3.87% | 44369 Z | | 8604.T | | | | | 全日本航空 | 3268.0 | -3.71% | 15827亿 | | 9202.T | | | | | 东海客运 | 4637.0 | -3.50% | 47761亿 | | 9022.T | | | | | 铃木汽车 | 2305.0 | -3.46% | 45284亿 | | 7269.T | | | | | 雅马哈发 ...

黄仁勋说，"这个团队面对Vera Rubin和HBM4这一巨大挑战，真的非常努力工作，他们有资格一边享用 烧酒和炸鸡，一边度过美好的夜晚。" 黄仁勋自信表示，"我们准备了几款世界上前所未见的全新芯片。所有技术都已到达极限，所以没有容 易的事。"他补充说，"有了这样一支团队，没有什么是不可能的。" 他还认为，目前AI不存在泡沫。"我们只是站在人类历史上最大规模、规模达数十万亿美元的基础设施 项目的起点而已。" 据《韩国经济日报》18日报道，英伟达首席执行官黄仁勋14日接受该媒体采访，对3月中旬举行的GTC 2026大会进行预热，称将在会上揭晓"世界上前所未见"的全新芯片。 当天接受采访前，黄仁勋现身英伟达总部附近的一家韩式炸鸡餐厅，与30多名SK海力士和英伟达工程 师共进晚餐。 业界认为，SK海力士即将供应的HBM4被视为决定英伟达下一代AI加速器Vera Rubin性能表现的关键组 件。目前，SK海力士面临同三星电子的激烈竞争。 黄仁勋未透露所谓全新芯片的型号。有媒体猜测，大概率出自两大芯片系列：一是Rubin系列的衍生产 品（如此前曝光的Rubin CPX），该系列已于2026年CES大会上亮相，包含6款全 ...

Market Overview - Technology stocks dragged down US markets, halting two consecutive days of gains for major indices. The financial sector led the decline in the S&P 500, with asset management company Blue Owl dropping nearly 6% after restricting fund redemptions. Walmart's annual guidance was disappointing, leading to a drop of over 1%, while Apple fell more than 1%, underperforming among the "Tech Giants." Chip and software stocks also retreated, with Western Digital down 4% and Cadence Design nearly 3% [1][2]. Key News - Trump stated that the US and Iran must reach a meaningful agreement, or "bad things" will happen, with expectations of knowing the outcome in about ten days. The US military is reportedly prepared for potential strikes against Iran, marking the largest air force mobilization since the Iraq War [7][8]. - Blue Owl Capital's restriction on redemptions and loan sales raised concerns about the $1.8 trillion private credit market, causing its stock to drop about 10% intraday, leading to a 5.9% decline by the close. This has sparked worries about valuation transparency and loan quality in the industry [9]. - Nvidia's CEO Jensen Huang previewed unprecedented new chip products, with the next-generation Feynman architecture expected to be a focal point. Huang urged timely delivery of HBM4 chips from SK Hynix, emphasizing the critical nature of supply chain execution for the success of upcoming AI chips [10]. - Samsung's stock surged to an all-time high as reports indicated the company plans to raise prices for its new HBM4 chips by up to 30%, reaching approximately $700 per unit. This price increase reflects ongoing supply constraints in the AI memory market [11]. - OpenAI is finalizing a new funding round with a valuation of $830 billion, aiming to raise up to $100 billion. Major investors include SoftBank, Amazon, Nvidia, and Microsoft, with discussions of a potential IPO in the fourth quarter [11].

Company News - Shijiazhuang Pharmaceutical Group (石四药集团) expects a net profit of HKD 1.061 billion in 2025, anticipating a decline of approximately 45% to 60% [3] - Shougang Resources (首钢资源) projects a comprehensive net profit of around HKD 600 million to 700 million for 2025, representing a year-on-year decrease of about 60% to 53% [4] - Zhujiang Shipping (珠江船务) forecasts a comprehensive net profit of approximately HKD 41 million to 55 million for 2025, indicating a year-on-year decline of about 53% to 65% [5] - Goodbaby International (好孩子国际) anticipates a year-on-year net profit decrease of about 35% to 45%, primarily due to reduced gross profit and increased income tax, partially offset by improved net financial costs [5] - Pacific Shipping (太平洋航运) has entered into a shareholder agreement with Tuowei [6] - Shanghai Xiaonan Country (上海小南国) plans to place up to 442.6 million shares at a premium of approximately 16.7%, with net proceeds expected to be HKD 121 million [7] - Victory Securities (胜利证券) has a joint venture company that has been granted a license to operate a virtual asset platform [8] Industry News - Yushu Technology's founder Wang Xingxing stated that the global shipment of humanoid robots is expected to reach at least several tens of thousands this year, with Yushu's target shipment being around 10,000 to 20,000 units, noting that humanoid robots are still in the early application stage [1] - NVIDIA CEO Jensen Huang has teased a "world unprecedented" new chip to be unveiled at the upcoming GTC 2026 conference, which is expected to further solidify NVIDIA's leading position in the AI infrastructure sector [1] - Reports indicate that former U.S. President Trump is considering a "limited scale" military strike against Iran to compel acceptance of U.S. nuclear agreement demands [1] - Samsung Electronics is reportedly negotiating the pricing of its latest generation AI storage chips, which may be up to 30% higher than the previous generation [1]

Market Overview - Technology stocks dragged down US markets, halting two consecutive days of gains for major indices. The financial sector led the decline in the S&P 500, with asset management firm Blue Owl dropping nearly 6% after restricting fund redemptions. Walmart's annual guidance was disappointing, leading to a drop of over 1%. Apple fell more than 1%, underperforming among the "Tech Giants" [2][3] - European stock indices and the UK market fell from record highs, with Airbus dropping nearly 7% and Renault over 3% due to poor earnings guidance. Conversely, Nestlé's positive outlook led to a nearly 4% increase in its stock [2] - Following US unemployment data, Treasury yields approached recent highs, and the dollar rose above 98, reaching a four-week high. The offshore yuan fell for three consecutive days, dropping over 100 points to breach 6.90. Bitcoin briefly dipped below $66,000 before rebounding over 2% [2] Key News - Trump stated that the US and Iran must reach a meaningful agreement, warning of "bad things" if not achieved within the next ten days. Netanyahu emphasized Israel's readiness to act alongside the US against Iranian threats [3][7] - Blue Owl Capital's restriction on redemptions and loan sales raised concerns about the $1.8 trillion private credit market, causing its stock to drop about 10% intraday [3][10] - Nvidia's CEO Jensen Huang previewed unprecedented chip products, with the next-generation Feynman architecture expected to be a focal point. Huang urged timely delivery of HBM4 chips from SK Hynix [3][11] - Samsung and SK Hynix are adjusting strategies, with plans to expedite production schedules for new storage factories due to AI data center expansion leading to supply shortages. Samsung's stock surged to an all-time high amid reports of a 30% price increase for HBM4 chips [3][11] - OpenAI is finalizing a new funding round with an estimated valuation of $830 billion, aiming to raise up to $100 billion, with significant investments expected from SoftBank, Amazon, Nvidia, and Microsoft [3][12] - Foreign investment in Japanese stocks reached the highest weekly net purchase since 2014, driven by fiscal expansion plans and a weak yen benefiting exporters [3][12] Market Closing - US markets closed with the S&P 500 down 0.28% at 6861.89 points, the Dow Jones down 0.54% at 49395.16 points, and the Nasdaq down 0.31% at 22682.729 points. European STOXX 600 index fell 0.53% to 625.33 points [4] - In the bond market, the yield on the 10-year US Treasury fell by 0.96 basis points to 4.0731%, while the 2-year yield rose by 0.62 basis points to 3.4657% [4] - WTI crude oil futures rose by 1.90% to $66.43 per barrel, and Brent crude rose by 1.86% to $71.66 per barrel. Spot gold increased by 0.42% to $4998.50 per ounce [4]

Group 1 - The core viewpoint of the article highlights a decline in the U.S. stock market for storage concept stocks, with Seagate Technology dropping by 4% and Western Digital falling over 3% [1] - Samsung Electronics is reportedly negotiating prices for the new generation HBM4 chips, with quotes up to 30% higher than the previous generation, reaching approximately $700 [1] Group 2 - Seagate Technology (STX) experienced a decline of 4.03%, with a total market capitalization of $88.861 billion and a year-to-date increase of 47.80% [2] - Western Digital (WDC) saw a decrease of 3.40%, with a market cap of $97.211 billion and a year-to-date increase of 66.30% [2] - Silicon Motion (SIMO) fell by 1.73%, with a market cap of $4.434 billion and a year-to-date increase of 41.27% [2] - Micron Technology (MU) decreased by 1.02%, with a market cap of $468.921 billion and a year-to-date increase of 45.98% [2] - Rambus (RMBS) had a slight decline of 0.23%, with a market cap of $11.221 billion and a year-to-date increase of 13.29% [2] - Pure Storage (PSTG) saw a minor decrease of 0.14%, with a market cap of $23.937 billion and a year-to-date increase of 8.19% [2] - SanDisk (SNDK) was the only stock to rise, increasing by 1.75%, with a market cap of $90.258 billion and a year-to-date increase of 157.34% [2]

2、美国三大股指期货集体下跌，道指期货跌0.25%，标普500指数期货跌0.22%，纳斯达克100指数期货 跌0.36%； 3、欧股普跌，富时意大利MIB指数跌超1%，欧洲斯托克50指数、德国DAX30指数跌近1%，英国富时 100指数跌0.6%，法国CAC40指数跌0.8%； 4、美股存储概念股盘前小幅上涨，闪迪涨in2%，西部数据涨2%。存储行业今日再传利好：有消息称三 星电子正就新一代HBM4芯片展开价格谈判，报价较上代产品高出最多30%，达到约700美元； 5、沃尔玛盘前跌3%，发布谨慎的盈利预测； 6、Hims & Hers盘前涨约7%，斥资超10亿美元收购Eucalyptus； 8、特斯拉官网周三发布的数据表明，FSD监督版已累计行驶超过82亿英里，其中超过30亿英里是在城 市驾驶条件下行驶的； 7、DoorDash盘前大涨近10%，公司因收购Deliveroo，Q1营收实现强劲增长； 9、空客2025财年营收734.2亿欧元，同比增长6%；净利润52.21亿欧元，同比增长23%；每股收益6.61欧 元； 格隆汇2月19日｜1、OpenAI传出即将完成新一轮融资的第一阶段，预计融资额将超过1000 ...

Group 1 - Samsung Electronics' stock price surged to a record high due to tight supply conditions in the AI memory market, with reports indicating that the company is negotiating prices for its latest AI memory chip, HBM4, which could be up to 30% higher than the previous generation [1][3] - The pricing strategy for HBM4 is set at approximately $700 per chip, significantly higher than SK Hynix's mid-range price of $500 for Nvidia last August, highlighting the ongoing supply-demand imbalance in the AI memory market [3][6] - The memory chip shortage is driving growth for both Samsung and SK Hynix, contributing to a 32% increase in the Korean benchmark Kospi index this year, making it the best-performing stock market globally [3] Group 2 - The $700 price point for Samsung's HBM4 has garnered widespread attention, indicating a return of pricing power to Samsung in the AI memory market, as noted by Saxo Markets' chief investment strategist [6] - Analysts suggest that the $700 price could lead to an operating profit margin of 50% to 60% for Samsung, and if the company supplies more HBM chips to Nvidia, the average selling price gap between Samsung and SK Hynix may narrow by 2026 [6] - Samsung has begun mass production of HBM4 chips, which are crucial for training and running large AI models, marking a recovery in its competitiveness in the high-bandwidth memory market [7]