10月26日，芯片股、存储股在隔夜交易中上涨。SK海力士跳涨3.6%；SOXL上涨2.7%；美光科技、闪迪、迈威尔科技涨幅均超1%。
消息面上，公司据报计划将出售铠侠股权所获约20万亿韩元净利中的八成，以16万亿韩元特别股利形式回馈股东，并拟于10月28日发布三季报时正式宣布。该方案对应约121亿美元，市场将其解读为股东回报力度显著提升。
此前市场对公司本季HBM与高端DRAM动能已偏乐观，机构一致预期营收约700.67亿美元，同比增长293.53%，分红预期进一步强化了情绪支撑。
巴西ETF 巴西ETF-iShares MSCI重挫19%， 巴西石油公司 大跌逾12%，据巴西高等选举法院25日晚公布的计票结果，劳工党总统候选人、现任总统卢拉在2026年巴西总统选举第二轮投票中获胜，赢得连任。由于此前巴西股市已提前反映市场对博索纳罗胜选及财政紧缩政策的预期，选举结果与这一预期相反，引发资金集中抛售。
加密货币概念股下跌， SharpLink Gaming跌4.32%， Bitmine 跌2.59%， Strategy跌2.06%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.