智通财经APP获悉，韩股ETF今早走强，截至发稿，南方东英SK海力士每日杠杆最多2X产品(07709)涨11.2%，报39.32港元；南方两倍做多三星电子(07747)涨8.14%，报76.24港元。
消息面上，9月7日，韩国综合指数大幅上涨。截至发稿，韩国KOSPI指数上涨超3%，个股方面，SK海力士大涨近6%，三星电子涨近4%。OpenAI上周发布新一代AI模型GPT-6 Astra，自称性能为史上最佳，可执行的任务类型较以往版本更为丰富。市场分析人士指出，Astra能够直接操作计算机与软件，替用户完成编程、3D建模、制作演示文稿等复杂任务，预计将消耗大量存储芯片与闪存，由此点燃存储行情。
韩国总统李在明9月5日发布消息显示，截至周六下午1点，韩国今年累计出口额已达7094亿美元，超过了2025年创下的7093亿美元的年度纪录。如果目前的强劲出口势头能够持续，预计到12月初，年度出口额将达到1万亿美元。高盛亚太区首席股票策略师Timothy Moe维持对韩国KOSPI指数12000点的目标价，认为市场低估了AI热潮对韩国存储芯片制造商的提振作用能持续多久。
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