1月2日，韩国资产相关H股、美股夜盘大涨，南方两倍做多三星电子涨超13%， 南方两倍做多海力士涨超8%；美股EWY夜盘涨超4%，KORU夜盘涨超11%。
韩国综合指数盘中一度涨超2%报4313.55点，再创历史新高；最终收涨2.27%报4309.63点，创收盘历史新高。受人工智能驱动需求持续增长的乐观情绪提振，权重半导体股纷纷走高。三星电子和SK海力士领涨，市场预期全球芯片行业的上升周期将继续支撑今年的盈利增长。
2025年年韩国综合指数上涨76%，创下1999年以来最大年度涨幅。三星、SK海力士和Celltrion是该指数涨幅最大的个股。
韩国2025年出口额预计将达到创纪录的7097亿美元，半导体出货量也创历史新高，同时韩国录得2017年以来最大的贸易顺差，这些强劲的宏观经济信号进一步提振了市场情绪。
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