韩国股市在经历了周一的剧烈抛售之后迎来反弹，随着全球市场趋于稳定以及对 人工智能支出担忧的 缓解，该国科技巨头恢复了其强劲涨势。 韩国KOSPI指数一度上涨达5%，创下自4月10日以来的最大涨 幅，其中 芯片制造商三星电子和SK海力士成为最大的助推力，涨幅均超过6%。该韩国基准指数在过去 12个月中增长了一倍多，成为全球表现最好的股指。 韩国股市在经历了去年的大幅上涨后，目前的涨 势已处于高位，且随着每日新闻动态驱动投资者在买卖间频繁切换，交易正变得更加反复无常。本土机 构是周二首尔股市反弹的主要驱动力，外资也录得净买入，而散户投资者则在抛售。 ...

Group 1 - The Asia-Pacific stock markets experienced a broad rise on February 3, with the South Korean Composite Stock Price Index triggering a circuit breaker after a significant drop of over 5% the previous day [1] - As of 9:37 AM, the Nikkei 225 index rose by over 3%, and the South Korean Composite Index increased by 4.9%, with notable gains in stocks like SK Hynix and Samsung Electronics [1] Group 2 - The A-share market opened higher, with the Shanghai Composite Index up by 0.66%, the Shenzhen Component Index up by 1.23%, and the ChiNext Index up by 1.44% as of 9:37 AM [2] - The non-ferrous metal sector showed mixed performance, with industrial and small metals rebounding while precious metals saw significant declines, leading to stocks like Hunan Silver and Zhaojin Gold hitting the daily limit down [2] - Spot gold and silver prices rebounded sharply, with spot gold breaking the $4,800 per ounce mark during the session [2]

2月3日，韩国股市在经历了周一的剧烈抛售之后迎来反弹，随着全球市场趋于稳定以及对人工智能支出 担忧的缓解，该国科技巨头恢复了其强劲涨势。韩国KOSPI指数一度上涨达5%，创下自4月10日以来的 最大涨幅，其中芯片制造商三星电子和SK海力士成为最大的助推力，涨幅均超过6%。该韩国基准指数 在过去12个月中增长了一倍多，成为全球表现最好的股指。 韩国股市在经历了去年的大幅上涨后，目前的涨势已处于高位，且随着每日新闻动态驱动投资者在买卖 间频繁切换，交易正变得更加反复无常。本土机构是周二首尔股市反弹的主要驱动力，外资也录得净买 入，而散户投资者则在抛售。 来源：金十数据 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

记者丨林典驰 编辑丨孙超逸 1月30日，欣旺达向港交所递表，再度向港交所发起冲击。 根据香港联交所规则，H股招股书自递交之日起有效期为6个月，2026年1月30日该份申请文件满6个月而自动失效，因此公司于当日重新提交 申请。 从招股书来看，欣旺达此次赴港募资的重点方向之一，在于支撑其海外产能规划。目前，欣旺达已在匈牙利、越南、摩洛哥及印度等地规划或 布局生产基地。其中，匈牙利动力电池工厂为欣旺达在欧洲的首个大型生产基地，被视为其服务欧洲车企、实现本地化供应的关键。 欣旺达在消费电池领域长期领先，动力电池连同国轩高科（002074.SZ）、中创新航(3931.HK)、蜂巢能源等企业位居第二梯队，储能系统近年 来增速明显，但对营收的贡献程度有限。 相比于上次递表港交所，本次二次递表，欣旺达还多了一个风险因素，便是与吉利系的威睿电动高达23.14亿元诉讼纠纷。 尽管欣旺达方面称，经考虑诉讼律师的意见后，认为该等诉讼请求缺乏足够证据支持，且法院最终判定被告需要承担全部责任的可能性极低。 但这的确是投资者需要考量的重要因素之一。 截至2月3日9:40，欣旺达报23元/股，总市值达到427亿元。 电池量增价减 1997年 ...

在经历了全球最强劲的年初涨势后，投资者正对冲韩国股市波动风险。 周一，韩国股市遭遇4月以来最大跌幅，韩国综合指数跌超5%。同时押注韩国综合指数下跌10%的一个月期权成本相对看涨期权的比例跳升至去 年11月以来最高水平。 （昨日韩国综合指数重挫，周二高开反弹） 周一，三星电子和SK海力士两大芯片巨头股价均暴跌超过5%，尽管上周两家公司均公布利润大幅增长，但股价在业绩公布后仍然下跌。这进一 步加剧了投资者的谨慎情绪。 波动率指标飙升至极端水平 韩国Kospi 200波动率指数(VKOSPI)周一飙升近8点，创下近10个月来最大单日涨幅。，同时也已连续六个交易日上涨。 Korea Investments & Securities Asia环球衍生品主管Jangwon Seo上周表示，VKOSPI的高位水平反映出"市场不确定性加剧，以及韩国个股预期将 出现极端波动"，建议投资者考虑进行对冲。 巴克莱银行亚太区股票业务主管Paul Johnson上周指出，1月份韩国市场涨势加速。他表示： 考虑到该市场波动率相对缺乏流动性以及指数挂钩结构性产品供应量较低，通过期权进行杠杆投机交易和对冲活动的需求自然会大幅 推动市场。 值 ...

记者丨金珊 编辑丨江佩霞 | 公司 | 最新 | 当季度营收 | 黑零度 | 海利润 | | --- | --- | --- | --- | --- | | | 披露日期 单季度报告期 | (亿人民币) | 净利润 | 同比 | | | | | (亿人民币) | (%) | | 三星电子 | 2025年四季 2026-01-29 | 4,508.38 | 972.08 | 167.04 | | SK海力士 | 2025年四季 2026-01-28 | 1,577.26 | 732.55 | 90.56 | | 美光科技 | 2026财年一季 2025-11-27 | 947.83 | 364.12 | 55.49 | | 希捷科技 | 2026财年二季 2026-01-28 | 196.31 | 147.73 | 78.16 | | 西部数据 | 2026财年二季 2026-01-29 | 209.65 | 82.14 | 139.76 | | 闪迪 | 2026财年二季 2026-01-29 | 210.20 | 55.80 | 672.12 | | 佰维存储 | 2025四季预告 2026-01-14 | ...

【导读】日韩股市走高，韩国综合股价指数一度涨超4% 昨日恐慌性抛售大跌后，今日开盘韩国股市大幅走高。 | 名称 | 现价 | 涨跌幅 | 总市·三 | | --- | --- | --- | --- | | 三星电子 | 159500 | 6.05% | 944.18万亿 | | 005930.KS | | | | | SK海力士 | 884000 | 6.51% | 643.55万亿 | | 000660.KS | | | | | 三星生物制剂 | 1719000 | 0.47% | 122.35万亿 | | 207940.KS | | | | | 现代汽车 | 483000 | 1.05% | 98.90万亿 | | 005380.KS | | | | | LG新能源 | 386500 | 1.71% | 90.44万亿 | | 373220.KS | | | | | SK SQUARE | 536000 | 6.14% | 71.04万亿 | | 402340.KS | | | | | 韩华宇航 | 1296000 | 4.60% | 66.83万亿 | | 012450.KS | | | | 消息面上 ...

Core Viewpoint - Samsung Electronics' foundry business has been experiencing long-term losses, with an estimated operating loss of approximately 6 trillion KRW (about 4.1 billion USD) last year. However, with the full-scale production of the 2nm process expected this year, the operating loss is projected to decrease to around 3 trillion KRW [2]. Group 1: 2nm Process and Production Plans - Samsung Electronics plans to start mass production of its advanced 2nm foundry process in the second half of this year, with successful development progress reported in yield and performance targets [2]. - The company is conducting performance, power consumption, and area (PPA) evaluations in collaboration with major clients, ensuring that technical validation is proceeding as scheduled before mass production [2]. - The new semiconductor production at the Taylor, Texas facility marks the 30th anniversary of Samsung's semiconductor operations in the U.S., aiming for a significant leap forward [2]. Group 2: Taylor Factory and Market Competition - The Taylor factory, with an investment of 37 billion USD (approximately 247 billion RMB), is preparing to produce advanced processes of 3nm and below to meet the demands of high-performance computing (HPC) and artificial intelligence (AI) [3]. - The factory has received orders, including Tesla's autonomous driving chip "AI6," signaling a recovery for Samsung's foundry business after a challenging period [3]. - Competition in the U.S. foundry market is intensifying, with TSMC announcing its largest investment plan in history, ranging from 52 billion to 56 billion USD [3]. Group 3: Challenges and Strategic Moves - Samsung's 2nm process yield is approximately 50%, which is lower than TSMC's known yield of 70-90%, highlighting a significant technical gap that needs to be addressed [3]. - TSMC holds a dominant market share of 70% in the global foundry market, significantly outpacing Samsung Electronics, which holds only 7% [3]. - The U.S. government's support for Intel, including an investment of about 8.9 billion USD (approximately 12.3 trillion KRW), adds competitive pressure on Samsung's foundry business [4]. Group 4: Future Prospects and Collaborations - Samsung's foundry business must demonstrate its advanced process technology capabilities to regain momentum, with Tesla's order volume expected to serve as a proving ground [4]. - A contract worth 24 trillion KRW for semiconductor supply with Tesla is anticipated to enhance the reliability of Samsung's 2nm technology [4]. - Samsung is reportedly in discussions with companies like Google and AMD for collaboration on AI chip mass production based on the 2nm process [4]. Group 5: Competitive Strategy - Samsung is enhancing its competitiveness through a "turnkey strategy," offering a one-stop solution from semiconductor design to foundry, memory manufacturing, and advanced packaging, which is seen as a unique differentiator compared to TSMC [5]. - The company expects to secure 2nm process orders primarily in high-performance computing and AI applications, with a projected growth of over 130% compared to last year [5]. - The roadmap for the 1.4nm process is in development, with plans to achieve mass production by 2029 and distribute the first version of the process design kit (PDK) to clients by the second half of next year [5].

2月3日，日韩股市大幅高开。截至北京时间8:40，日经225指数涨超2.4%；韩国KOSPI指数涨超3.6%。韩国KOSPI 200期货上涨5%，程序化交易暂停5分 钟。 在前一个交易日均遭遇大幅抛售的SK海力士和三星电子双双涨超6%，带动韩国芯片股反弹。消息面上，据证券时报，两大NAND闪存原厂SK海力士和闪 迪在2025年第四季度财报中提供的数据显示，NAND的ASP（平均单价）上涨了30%以上。另外，有分析人士指出，从贵金属、加密货币中撤出的"热 钱"正在寻找新的叙事点，而存储芯片在强劲的基本面支撑下，可能会吸引这些资金流入。 | 公司 | 最新 | | 当季度营收 | 当零度 | ■六一代用 | | --- | --- | --- | --- | --- | --- | | | 单季度报告期 | 披露日期 | (亿人民币) | 净利润 | 同比 | | | | | | (亿人民币) | (%) | | 三星电子 | 2025年四季 | 2026-01-29 | 4,508.38 | 972.08 | 167.04 | | SK海力士 | 2025年四季 | 2026-01-28 | 1.577.26 ...

Group 1 - The article discusses the financial difficulties faced by the Shenzhen-based gold trading platform "Yun Dian Dang," which has encountered issues similar to those of "Jie Wo Rui," leading to significant cash flow problems due to difficulties in recovering funds from hedging operations [3][5] - Users have reported that they are unable to withdraw their gold assets and balances from the platform, prompting the company to announce a registration process for users to choose a repayment plan [3] - The company has stated that the cash flow issues are exacerbated by industry panic, resulting in a concentrated run on withdrawals [3] Group 2 - The article mentions that the trading model of "Yun Dian Dang" is similar to that of "Jie Wo Rui," utilizing a price recovery mechanism and allowing for high leverage trading, which poses risks associated with low margin and speculative trading [5] - The article highlights the recent appointment of Li Qiangqing as the general manager of Kweichow Moutai's sales company, indicating a significant leadership change in a major player in the liquor industry [6] - It notes that Kweichow Moutai's sales revenue is projected to exceed 1.459 billion yuan and 1.105 billion yuan in the first three quarters of 2024 and 2025, respectively [6]