Anthropic stated that it will actively build industry partnerships to alleviate previous concerns about &#34;AI shocks.&#34; Driven by a strong rebound in U.S. tech stocks overnight, Asian markets opened higher across the board. The South Korean Composite Index has broken the 6000-point mark for the first time in history. The trend of gold has slowed down its pullback and stabilized above $5,100.
On Wednesday, the overall sentiment in the Asian market continued to warm. The Nikkei 225 index opened 0.7% higher, while the South Korean Composite Index opened 1% higher, continuing to lead the Asian market with a cumulative increase of 125% over the past year.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/c65ed27d-5d99-4320-8038-245de0362fad.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/c65ed27d-5d99-4320-8038-245de0362fad.png"/> (South Korean Composite Index opened 1% higher, standing above 6000 points for the first time)
Compared to the recent fluctuations of U.S. tech giants, South Korea's memory chip duopoly has shown dominance. Over the past six months, SK Hynix's stock price has surged by 300%, while Samsung Electronics has risen by 180%, whereas NVIDIA's increase during the same period was only 8%.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/43d44eca-f614-4651-9d52-cb180ed86765.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/43d44eca-f614-4651-9d52-cb180ed86765.png"/>
This extreme differentiation indicates that funds are frantically chasing the most resilient storage segment in AI hardware. The South Korean market exhibits classic characteristics of &#34;spot and volatility rising together,&#34; and although the RSI indicator is as high as 79, indicating overbought conditions, the fervent options buying suggests that this bubble frenzy has not yet peaked.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/83df26d6-bcf5-4bc6-8354-a337c757c350.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/83df26d6-bcf5-4bc6-8354-a337c757c350.png"/>
However, after the U.S. market closes on Wednesday, NVIDIA, the &#34;barometer&#34; of the global AI sector, will announce its latest financial report. This report will not only determine the short-term fate of U.S. tech stocks but also provide the most critical guidance for global investors in assessing whether the &#34;AI frenzy is sustainable.&#34;
Against the backdrop of temporarily warming stock market sentiment, other asset classes have performed modestly. The U.S. dollar index remains stable, and gold prices are consolidating around $5,140.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/321ea76e-1eb3-4efb-bdb1-e896fe99a70e.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/321ea76e-1eb3-4efb-bdb1-e896fe99a70e.png"/>
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The Nikkei 225 index opened 0.7% higher, and the Seoul Composite Index opened 1% higher. Gold stabilized above $5,100, and the dollar remained steady. Market focus is on tomorrow's NVIDIA earnings report, the results of which will be a key indicator for assessing whether the global AI boom can continue

- Anthropic is set to proactively build industry partnerships to alleviate previous concerns regarding "AI impact."  
- The Asian markets opened strong, with South Korea's index surpassing 6000 points for the first time, supported by a rebound in U.S. tech stocks.  
- Despite a robust performance from South Korean semiconductor companies, all eyes remain on Nvidia's upcoming earnings report, which will significantly influence market perceptions of the sustainability of the AI boom.

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The focus of AI trading shifts east, with the South Korean Composite Index breaking the 6000-point mark for the first time, the Nikkei opening up 0.7%, and gold stabilizing after fluctuations