文丨詹詹 编辑丨百进 来源丨正经社（ID：zhengjingshe） （本文约为800字） 一桶炸鸡，三杯生啤，竟然带动韩国多只股票大幅跟风异动。 10月30日，在韩国首尔一家炸鸡店，英伟达CEO黄仁勋与三星电子会长李在镕、现代汽车会长郑义宣共进晚餐。 宴会结束后，黄仁勋风趣地向围观人群高喊"全场免单"，而实际结账的却是李在镕与郑义宣，总消费约250万韩元（约合人民币1.25万元）。 接下来的公开活动中，黄仁勋调侃道："他们俩都是我的炸鸡啤酒兄弟"，并对李在镕笑言："我用三星芯片那会儿，你还是小孩儿呢"，引发全场大笑。 正经社分析师注意到，三人的这次小聚，还带动了几只韩股的大幅异动。尽管Kkanbu Chicken并非上市公司，但31日，其竞争对手校村炸鸡（Kyochon F&B Co.）的股价，盘中一度飙升20%；韩国家禽加工商Cherrybro Co.，股价也曾触及30%的涨停板，成交量放大至平日均值的200来倍；生产炸鸡机器 人的Neuromeka Co.，股价收涨20.15%。 Kyochon 食品饮料有限公司 4,210.00韩元 ↓0.36% -15.00 今天 10月31日, UTC+9 15: ...

黄仁勋指定在一家炸鸡店与三星电子会长李在镕、现代汽车集团会长郑义宣聚餐，希望亲身体验韩国的 炸鸡啤酒文化。他们点了三份炸鸡、芝士条和三杯生啤，黄仁勋喝了隔壁桌的烧酒配啤酒。黄仁勋喊 出"全场免单"，实际结账的是李在镕与郑义宣，总消费约250万韩元。 （文章来源：新京报） 10月30日，英伟达首席执行官黄仁勋在韩国出席APEC峰会期间，与两大财阀吃炸鸡喝啤酒。 ...

10月30日，英伟达首席执行官黄仁勋在韩国出席APEC峰会期间，与两大财阀吃炸鸡喝啤酒。 星标"新京报" 及时接收最新最热的推文 点击"在看"，分享热点 黄仁勋指定在一家炸鸡店与三星电子会长李在镕、现代汽车集团会长郑义宣聚餐，希望亲身体验韩国的 炸鸡啤酒文化。他们点了三份炸鸡、芝士条和三杯生啤，黄仁勋喝了隔壁桌的烧酒配啤酒。黄仁勋喊 出"全场免单"，实际结账的是李在镕与郑义宣，总消费约250万韩元。 ▲新京报我们视频出品（ID：wevideo） 编辑 李佩雯 制作 罗伟伟 值班编辑 古丽 ...

Core Insights - NVIDIA CEO Jensen Huang attended the APEC summit in South Korea, where he dined with major conglomerates, experiencing local culture [1] Group 1: Company Activities - Huang dined with Samsung Electronics Chairman Lee Jae-Yong and Hyundai Motor Group Chairman Chung Eui-sun at a fried chicken restaurant [1] - The meal included three servings of fried chicken, cheese sticks, and three glasses of draft beer, showcasing a cultural experience [1] - Huang humorously declared "everyone's meal is on me," but the actual bill of approximately 2.5 million Korean Won was settled by Lee and Chung [1]

Core Insights - The report discusses the recent market adjustments triggered by renewed trade tensions, with major A-share indices experiencing declines, particularly in the technology and media sectors, while traditional sectors like banking and coal showed resilience [4] - It highlights the ongoing shift in investment preferences from "old economy stocks" to "new economy stocks," emphasizing the performance divergence between "small growth stocks," "mid-growth stocks," and "old economy stocks" since 2025 [5][6] Market Performance Analysis - In the fourth quarter, a continuation of the pre-holiday style switch is anticipated, with a focus on deep value sectors such as real estate, liquor consumption, and brokerage firms [4] - The report notes that from 2000 to 2015, urbanization and consumption upgrades drove the performance of deep value sectors, benefiting financial and real estate stocks [6] - From 2016 to 2020, growth-driven assets outperformed, marking the rise of the mobile internet and new economy, while deep value sectors faced pressure [7] - Since 2021, technology-led sectors have surged, driven by domestic innovation and competition, particularly in semiconductors and new energy vehicles [8] Sector Rotation Patterns - Historical data indicates that deep value sectors typically see opportunities in the later stages of market cycles, following initial gains in early-cycle and growth-driven sectors [9] - The report outlines a pattern of sector rotation, where technology and growth sectors lead initially, followed by a shift to deep value stocks as market conditions evolve [9][10] Index Structural Changes - The report illustrates significant changes in index compositions over time, with a shift from traditional sectors like banking to new economy sectors such as consumer goods and technology [13][14] - The deep value index has seen a gradual decline in its share, while technology-led components have increased, reflecting the dynamic nature of market preferences [15] Investment Style Evolution - The report emphasizes the transition of investment styles, with deep value ETFs showing strong performance from 2017 to 2021, followed by a plateau, while technology and growth ETFs have gained momentum since 2025 [20][21] - It highlights the cyclical nature of investment styles, with a notable divergence in performance between deep value and growth sectors in recent years [21] International Comparisons - The report draws parallels between the evolution of consumption patterns in Japan and the current trends in China, illustrating how demographic shifts influence market dynamics [30][33] - It discusses the historical context of banking and real estate stocks in various countries, noting their transition from growth-driven to deep value classifications over time [40]