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大浪淘沙懒洋洋

10-14 11:30

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Hong Kong Stocks in Focus | Xiaomi's intraday gains extended to 5%, with UOB Kay Hian maintaining its "Hold" rating and raising its target price to HK$27.6.

大浪淘沙懒洋洋

07-19

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Reaching out to South Korean chip giants again: SK Hynix and Samsung's "excess profits" may need to be shared with the US.

大浪淘沙懒洋洋

02-09

OMG

Sanae Takaichi wins the Japanese general election! Japanese stocks may ride the wave to reach new highs, with the yen approaching the 160 mark and Treasury Bond facing renewed selling pressure.

大浪淘沙懒洋洋

01-15

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The bank maintained its \"hold\" rating and raised its target price from HK$26.2 to HK$27.6.</p><p><p style=\"text-align: justify;\">The bank pointed out that Xiaomi delivered more than 40,000 electric vehicles in September, including about 30,000 SU7 and YU7 vehicles, and more than 10,000 SKYNOMAD vehicles, with just over 286,000 vehicles delivered so far this year. The bank expects to deliver more than 50,000 SKYNOMAD vehicles in the fourth quarter, including about 90,000 older models, and is still expected to reach its full-year delivery target of 430,000 vehicles.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stocks in Focus | Xiaomi's intraday gains extended to 5%, with UOB Kay Hian maintaining its \"Hold\" rating and raising its target price to HK$27.6.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong Stocks in Focus | Xiaomi's intraday gains extended to 5%, with UOB Kay Hian maintaining its \"Hold\" rating and raising its target price to HK$27.6.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2026-10-14 10:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">October 14th,<a href=\"https://laohu8.com/S/01810\">Xiaomi Group - W</a>The intraday gains widened to 5%, and UOB Kay Hian maintained its \"hold\" rating and raised its target price to HK$27.6.</p><p><p style=\"text-align: left;\">According to a research report released by Dahua Kay Hian, Xiaomi's SKYNOMAD series has secured more than 70,000 orders in its first month of launch, with demand concentrated in higher-end models such as the N70 Max/N90 Max, and the product portfolio exceeding the bank's previous expectations. The bank maintained its \"hold\" rating and raised its target price from HK$26.2 to HK$27.6.</p><p><p style=\"text-align: justify;\">The bank pointed out that Xiaomi delivered more than 40,000 electric vehicles in September, including about 30,000 SU7 and YU7 vehicles, and more than 10,000 SKYNOMAD vehicles, with just over 286,000 vehicles delivered so far this year. The bank expects to deliver more than 50,000 SKYNOMAD vehicles in the fourth quarter, including about 90,000 older models, and is still expected to reach its full-year delivery target of 430,000 vehicles.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/529958ccf70e57b3f5b5c4f7405468e4","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167245185","content_text":"10月14日， 小米集团-W盘中涨幅扩大至5%，获大华继显维持“持有”评级、升目标价至27.6港元。大华继显发布研报称，小米旗下SKYNOMAD（澎程）系列上市首月锁定订单已超过7万辆，需求集中于较高端的N70 Max/N90 Max等车型，产品组合优于该行先前预期。该行维持“持有”评级，目标价由26.2港元上调至27.6港元。该行指出，小米9月电动车交付逾4万辆，包括约3万辆SU7及YU7，以及逾1万辆SKYNOMAD，今年迄今交付刚超过28.6万辆；该行预期第四季SKYNOMAD交付逾5万辆、旧款车型约9万辆，全年交付仍有望达其43万辆目标。","news_type":1,"symbols_score_info":{"01810":2.1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":587526693872720,"gmtCreate":1784469322880,"gmtModify":1784469325169,"author":{"id":"4229146055222622","authorId":"4229146055222622","name":"大浪淘沙懒洋洋","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229146055222622","idStr":"4229146055222622"},"themes":[],"title":"","htmlText":"🐮🍺","listText":"🐮🍺","text":"🐮🍺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587526693872720","repostId":"1160380075","repostType":2,"repost":{"id":"1160380075","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1784291413,"share":"https://ttm.financial/m/news/1160380075?lang=en_US&edition=fundamental","pubTime":"2026-07-17 20:30","market":"us","language":"zh","title":"Reaching out to South Korean chip giants again: SK Hynix and Samsung's \"excess profits\" may need to be shared with the US.","url":"https://stock-news.laohu8.com/highlight/detail?id=1160380075","media":"华尔街见闻","summary":"美国在要求三星、SK海力士赴美建厂之外，又提出应分享韩国芯片企业利润，理由是美国采购推动其盈利。据《韩国时报》援引知情人士报道，美国贸易代表办公室副代表Rick Switzer上月在与韩国通商部长官吕翰九的会谈中明确表示，美方有权分享SK海力士和三星电子的巨额利润。这一表态尚未获得美方官方确认，但已在韩国业界和政府层面引发关注。韩国芯片对美出口激增，为美方主张提供依据美方提出利润分享诉求，有具体的贸易数据作为支撑。","content":"<p><html><head></head><body>In addition to demanding that Samsung and SK Hynix build factories in the United States, the United States also proposed that they should share the profits of South Korean chip companies, arguing that US procurement drives their profits. If true, the US-South Korea semiconductor rivalry has extended from manufacturing investment to profit distribution, putting new policy pressure on South Korean chip giants.</p><p><p style=\"text-align: left;\">While encouraging South Korean chip companies to build factories in the United States, the United States has quietly raised a more direct demand—profit sharing.</p><p><p style=\"text-align: left;\">According to the Korea Times, citing sources familiar with the matter, Rick Switzer, Deputy Representative of the Office of the United States Trade Representative, made it clear last month during a meeting with South Korean Trade Minister Loh Han-koo that the U.S. has the right to share in the huge profits of SK Hynix and Samsung Electronics. This statement has not yet been officially confirmed by the United States, but it has already attracted attention from the South Korean industry and government. Meanwhile, South Korea's semiconductor exports to the United States surged by more than 90% year-on-year in the first half of this year, providing a direct background for the above claims by the United States.</p><p><p style=\"text-align: left;\">This development signifies that the semiconductor competition between the US and South Korea is extending from the level of manufacturing localization to the level of profit distribution, putting new policy pressure on the two South Korean chip giants.</p><p><h2 id=\"id_1094233157\" style=\"text-align: left;\">The US logic: Procurement contributes profits, and the benefits should be shared.</h2><p style=\"text-align: left;\">According to the Korea Times, citing an industry insider familiar with the matter, Rick Switzer proposed to Lü Hanjiu during a meeting last month that the large-scale purchases of South Korean semiconductors by American companies directly boosted the profit growth of South Korean chip companies, and therefore the US also had the right to share in these profits.</p><p><p style=\"text-align: left;\">\"The U.S. logic is that if South Korean partners are entitled to a share of the profits they contribute, then U.S. companies should also enjoy the same rights,\" the person said.</p><p><p style=\"text-align: left;\">A senior South Korean government official also confirmed to The Korea Times that the U.S. did indeed make the above claims, but did not elaborate further. The Korea Times repeatedly contacted the Office of the United States Trade Representative, the Ministry of Commerce, and the Ministry of Finance for comment, but received no response.</p><p><p style=\"text-align: left;\">An official from South Korea's Ministry of Trade, Industry and Energy stated that they were unaware of the matter and reiterated South Korea's basic position that \"industry-related matters should be advanced based on the principle of commercial rationality.\" The official added that South Korean companies have announced investment plans consistent with last year's tariff agreement through business roundtables and have been making large-scale investments for many years.</p><p><h2 id=\"id_4192575052\" style=\"text-align: left;\">South Korea's chip exports to the United States have surged, providing evidence for US claims.</h2><p style=\"text-align: left;\">The US's demands for profit sharing are supported by specific trade data.</p><p><p style=\"text-align: left;\">South Korean government data shows that South Korea's total semiconductor exports reached a record US$192.43 billion in the first half of this year, a year-on-year increase of 162.5%. Exports to the United States increased by 91.3%, reaching $26.4 billion.</p><p><p style=\"text-align: left;\">The monthly data is even more prominent. In June, South Korea's semiconductor exports increased by 199.2% year-on-year to US$44.82 billion, a record high; Exports to the United States surged by 377.2% year-on-year, reaching $6.49 billion.</p><p><p style=\"text-align: left;\">The continued surge in global demand for AI chips is the core driver of the aforementioned growth, from which SK Hynix and Samsung Electronics, as major global memory chip suppliers, have benefited significantly.</p><p><h2 id=\"id_3656104454\" style=\"text-align: left;\">Beyond the pressure of building factories, profit sharing has become a new front.</h2><p style=\"text-align: left;\">Prior to this, Washington's public pressure on South Korean chip companies mainly focused on pushing them to build factories in the United States. Last week, U.S. Commerce Secretary Howard Lutnick publicly called on Samsung Electronics and SK Hynix to build memory chip manufacturing plants in the United States, continuing the Trump administration's consistent stance of promoting the localization of semiconductor production.</p><p><p style=\"text-align: left;\">Both companies have announced major investment plans in the United States, but neither currently has any specific plans to build advanced DRAM or NAND wafer fabs in the US.</p><p><p style=\"text-align: left;\">The emergence of demands for profit sharing signifies that the US's pressure logic is expanding. If the requirements for building a factory point to future production capacity layout, then profit sharing directly points to the benefits that have already been achieved, and has a more direct impact on the company's short-term finances.</p><p><h2 id=\"id_1163015368\" style=\"text-align: left;\">How should excess profits be distributed?</h2><p style=\"text-align: left;\">It is worth noting that when the US put forward its profit-sharing proposal, the discussion about \"excess profits\" in South Korea had already been fermenting.</p><p><p style=\"text-align: left;\">In recent months, there has been controversy in South Korea over whether Samsung Electronics and SK Hynix should redistribute some of their excess profits to subcontractors and suppliers in the supply chain—the latter also contributed to the realization of these profits to some extent. Some even argue that since taxpayer funds were used to support related infrastructure construction, the public should also benefit.</p><p><p style=\"text-align: left;\">The intervention of the United States has added external variables to this distribution dispute, which was originally a domestic issue in South Korea, and has also made the South Korean government and businesses face a more complex situation in responding.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reaching out to South Korean chip giants again: SK Hynix and Samsung's \"excess profits\" may need to be shared with the US.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReaching out to South Korean chip giants again: SK Hynix and Samsung's \"excess profits\" may need to be shared with the US.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-07-17 20:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In addition to demanding that Samsung and SK Hynix build factories in the United States, the United States also proposed that they should share the profits of South Korean chip companies, arguing that US procurement drives their profits. If true, the US-South Korea semiconductor rivalry has extended from manufacturing investment to profit distribution, putting new policy pressure on South Korean chip giants.</p><p><p style=\"text-align: left;\">While encouraging South Korean chip companies to build factories in the United States, the United States has quietly raised a more direct demand—profit sharing.</p><p><p style=\"text-align: left;\">According to the Korea Times, citing sources familiar with the matter, Rick Switzer, Deputy Representative of the Office of the United States Trade Representative, made it clear last month during a meeting with South Korean Trade Minister Loh Han-koo that the U.S. has the right to share in the huge profits of SK Hynix and Samsung Electronics. This statement has not yet been officially confirmed by the United States, but it has already attracted attention from the South Korean industry and government. Meanwhile, South Korea's semiconductor exports to the United States surged by more than 90% year-on-year in the first half of this year, providing a direct background for the above claims by the United States.</p><p><p style=\"text-align: left;\">This development signifies that the semiconductor competition between the US and South Korea is extending from the level of manufacturing localization to the level of profit distribution, putting new policy pressure on the two South Korean chip giants.</p><p><h2 id=\"id_1094233157\" style=\"text-align: left;\">The US logic: Procurement contributes profits, and the benefits should be shared.</h2><p style=\"text-align: left;\">According to the Korea Times, citing an industry insider familiar with the matter, Rick Switzer proposed to Lü Hanjiu during a meeting last month that the large-scale purchases of South Korean semiconductors by American companies directly boosted the profit growth of South Korean chip companies, and therefore the US also had the right to share in these profits.</p><p><p style=\"text-align: left;\">\"The U.S. logic is that if South Korean partners are entitled to a share of the profits they contribute, then U.S. companies should also enjoy the same rights,\" the person said.</p><p><p style=\"text-align: left;\">A senior South Korean government official also confirmed to The Korea Times that the U.S. did indeed make the above claims, but did not elaborate further. The Korea Times repeatedly contacted the Office of the United States Trade Representative, the Ministry of Commerce, and the Ministry of Finance for comment, but received no response.</p><p><p style=\"text-align: left;\">An official from South Korea's Ministry of Trade, Industry and Energy stated that they were unaware of the matter and reiterated South Korea's basic position that \"industry-related matters should be advanced based on the principle of commercial rationality.\" The official added that South Korean companies have announced investment plans consistent with last year's tariff agreement through business roundtables and have been making large-scale investments for many years.</p><p><h2 id=\"id_4192575052\" style=\"text-align: left;\">South Korea's chip exports to the United States have surged, providing evidence for US claims.</h2><p style=\"text-align: left;\">The US's demands for profit sharing are supported by specific trade data.</p><p><p style=\"text-align: left;\">South Korean government data shows that South Korea's total semiconductor exports reached a record US$192.43 billion in the first half of this year, a year-on-year increase of 162.5%. Exports to the United States increased by 91.3%, reaching $26.4 billion.</p><p><p style=\"text-align: left;\">The monthly data is even more prominent. In June, South Korea's semiconductor exports increased by 199.2% year-on-year to US$44.82 billion, a record high; Exports to the United States surged by 377.2% year-on-year, reaching $6.49 billion.</p><p><p style=\"text-align: left;\">The continued surge in global demand for AI chips is the core driver of the aforementioned growth, from which SK Hynix and Samsung Electronics, as major global memory chip suppliers, have benefited significantly.</p><p><h2 id=\"id_3656104454\" style=\"text-align: left;\">Beyond the pressure of building factories, profit sharing has become a new front.</h2><p style=\"text-align: left;\">Prior to this, Washington's public pressure on South Korean chip companies mainly focused on pushing them to build factories in the United States. Last week, U.S. Commerce Secretary Howard Lutnick publicly called on Samsung Electronics and SK Hynix to build memory chip manufacturing plants in the United States, continuing the Trump administration's consistent stance of promoting the localization of semiconductor production.</p><p><p style=\"text-align: left;\">Both companies have announced major investment plans in the United States, but neither currently has any specific plans to build advanced DRAM or NAND wafer fabs in the US.</p><p><p style=\"text-align: left;\">The emergence of demands for profit sharing signifies that the US's pressure logic is expanding. If the requirements for building a factory point to future production capacity layout, then profit sharing directly points to the benefits that have already been achieved, and has a more direct impact on the company's short-term finances.</p><p><h2 id=\"id_1163015368\" style=\"text-align: left;\">How should excess profits be distributed?</h2><p style=\"text-align: left;\">It is worth noting that when the US put forward its profit-sharing proposal, the discussion about \"excess profits\" in South Korea had already been fermenting.</p><p><p style=\"text-align: left;\">In recent months, there has been controversy in South Korea over whether Samsung Electronics and SK Hynix should redistribute some of their excess profits to subcontractors and suppliers in the supply chain—the latter also contributed to the realization of these profits to some extent. Some even argue that since taxpayer funds were used to support related infrastructure construction, the public should also benefit.</p><p><p style=\"text-align: left;\">The intervention of the United States has added external variables to this distribution dispute, which was originally a domestic issue in South Korea, and has also made the South Korean government and businesses face a more complex situation in responding.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"SKDD":"2倍做空海力士ETF-GraniteShares","SKHZ":"1倍做空海力士ETF-Leverage Shares","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","HYNX":"2倍做多海力士ETF-T-REX","SKHU":"2倍做多海力士-ProShares","SKHY":"SK海力士","SKUU":"2倍做多海力士ETF-GraniteShares","SK":"2倍做多海力士ETF-Corgi","SKHX":"2倍做多海力士ETF-Leverage Shares","07747":"南方两倍做多三星电子"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160380075","content_text":"美国在要求三星、SK海力士赴美建厂之外，又提出应分享韩国芯片企业利润，理由是美国采购推动其盈利。若属实，美韩半导体博弈已从制造投资延伸至利润分配，对韩国芯片巨头构成新的政策压力。美国在推动韩国芯片企业赴美建厂的同时，悄然提出了一项更为直接的诉求——分享利润。据《韩国时报》援引知情人士报道，美国贸易代表办公室副代表Rick Switzer上月在与韩国通商部长官吕翰九的会谈中明确表示，美方有权分享SK海力士和三星电子的巨额利润。这一表态尚未获得美方官方确认，但已在韩国业界和政府层面引发关注。与此同时，韩国今年上半年对美半导体出口同比激增逾九成，为美方的上述主张提供了直接背景。这一动向意味着，美韩之间的半导体博弈正从制造业本地化层面向利润分配层面延伸，对两家韩国芯片巨头构成新的政策压力。美方逻辑：采购贡献利润，理应分享收益据《韩国时报》援引一位熟悉相关情况的业界人士，Rick Switzer在上月的会谈中向吕翰九提出，美国企业大量采购韩国半导体，直接推动了韩国芯片企业的盈利增长，因此美方同样有权分享这部分利润。\"美方的逻辑是，如果韩国本土合作伙伴因贡献了部分利润而有权获得分成，那么美国企业也应享有同等权利，\"该知情人士表示。一名韩国政府高级官员也向《韩国时报》证实，美方确实提出了上述主张，但未作进一步说明。《韩国时报》多次联系美国贸易代表办公室及商务部、财政部寻求置评，均未获回应。韩国产业通商资源部官员则表示，对此事并不知情，并重申韩国的基本立场是\"产业相关事务应基于商业合理性原则推进\"。该官员补充称，韩国企业已通过商业圆桌会议宣布了与去年关税协议相符的投资计划，并多年来持续进行了大规模投资。韩国芯片对美出口激增，为美方主张提供依据美方提出利润分享诉求，有具体的贸易数据作为支撑。韩国政府数据显示，今年上半年韩国半导体出口总额达到创纪录的1924.3亿美元，同比增长162.5%；其中对美出口增长91.3%，达264亿美元。单月数据更为突出。6月份，韩国半导体出口同比增长199.2%，达448.2亿美元，创历史新高；对美出口更是同比暴增377.2%，达64.9亿美元。全球AI芯片需求的持续爆发是上述增长的核心驱动力，SK海力士和三星电子作为全球主要存储芯片供应商，从中获益显著。建厂压力之外，利润分享成新战线在此之前，华盛顿对韩国芯片企业的公开施压主要集中在推动其赴美建厂。上周，美国商务部长Howard Lutnick公开呼吁三星电子和SK海力士在美国建设存储芯片制造工厂，延续特朗普政府推动半导体生产本地化的一贯立场。两家公司均已宣布重大对美投资计划，但目前均无在美建设先进DRAM或NAND晶圆厂的具体计划。利润分享诉求的浮现，意味着美方的施压逻辑正在扩展。如果说建厂要求指向的是未来的产能布局，那么利润分享则直接指向当下已经实现的收益，对企业的短期财务影响更为直接。超额利润该如何分配值得注意的是，美方提出利润分享主张之际，韩国国内围绕\"超额利润\"的讨论本已持续发酵。近几个月来，韩国国内一直存在争议：三星电子和SK海力士是否应将部分超额利润重新分配给供应链上的分包商和供应商——后者在一定程度上也为这些利润的实现作出了贡献；甚至有观点认为，由于纳税人资金曾用于支持相关基础设施建设，公众也应从中受益。美方的介入，使这一原本属于韩国国内的分配争议增添了外部变量，也令韩国政府和企业在应对上面临更为复杂的局面。","news_type":1,"symbols_score_info":{"SKUU":0.6,"SK":0.6,"07747":2,"07709":0.6,"SKHY":2,"SKHX":0.6,"SKHZ":0.6,"SKDD":0.6,"HYNX":0.6,"SKHU":0.6}},"isVote":1,"tweetType":1,"viewCount":2078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":530810167915968,"gmtCreate":1770613902842,"gmtModify":1770614284800,"author":{"id":"4229146055222622","authorId":"4229146055222622","name":"大浪淘沙懒洋洋","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229146055222622","idStr":"4229146055222622"},"themes":[],"title":"","htmlText":"OMG","listText":"OMG","text":"OMG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530810167915968","repostId":"2610250584","repostType":2,"repost":{"id":"2610250584","kind":"news","pubTimestamp":1770594943,"share":"https://ttm.financial/m/news/2610250584?lang=en_US&edition=fundamental","pubTime":"2026-02-09 07:55","market":"us","language":"zh","title":"Sanae Takaichi wins the Japanese general election! Japanese stocks may ride the wave to reach new highs, with the yen approaching the 160 mark and Treasury Bond facing renewed selling pressure.","url":"https://stock-news.laohu8.com/highlight/detail?id=2610250584","media":"智通财经","summary":"智通财经APP获悉，日本首相高市早苗领导的自民党有望取得压倒性胜利，这预示着日本股市或将延续涨势，而日元和国债则面临进一步下跌的压力。至于今年1月遭遇重挫、并引发全球市场震荡的日本国债，如今再面临进一步抛售的风险。除市场流动性低迷外，高市早苗提出的食品消费税临时减免政策，以及市场对日本财政可持续性的担忧再起，均成为推动国债抛售的核心因素。","content":"<p><html><head></head><body>According to Zhitong Finance APP, the Liberal Democratic Party, led by Japanese Prime Minister Sanae Takaichi, is expected to win an overwhelming victory, indicating that the Japanese stock market may continue its upward trend, while the yen and Treasury Bond are facing further downward pressure.</p><p>According to NHK statistics, the Liberal Democratic Party has won an absolute majority of more than two-thirds of the 465 seats in the House of Representatives, and the ruling coalition has significantly expanded its advantage. This result far exceeded the expectations of some investors in recent weeks.</p><p>Tim Waterer, chief market analyst at KCM Trade, said: \"The clear election results and the clearer path for Sanae Takaichi's economic stimulus policies are undoubtedly good news for the Nikkei index. However, the Liberal Democratic Party's fiscal stimulus plan has been substantially approved and implemented, and the yen may face greater depreciation pressure.\"</p><p>The yen fluctuated within a relatively narrow range in early Asian trading on Monday. As of press time, the yen had fallen slightly to 157.61 against the dollar. The yen fell 1.6% last week and is still approaching the 160 mark—a level that triggered Japanese authorities to intervene in the market to defend the currency.</p><p>Supported by market expectations that Sanae Takaichi will expand fiscal spending to boost economic growth, Japan's Tokyo Stock Exchange Index closed at a record high last Friday, with a year-to-date gain of over 8%. Meanwhile, global developed market stock indices barely rose by about 2% during the same period.</p><p>Rong Ren Goh, fixed-income portfolio manager at Eastspring Investments, said: \"The Liberal Democratic Party's victory in this election has a significant advantage, although the market was not entirely surprised by it. In the weeks leading up to the election, both the Japanese Treasury Bond yield and the yen exchange rate were consolidating. Now that the election is over, the market may return to its previous trend.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/087102cda772694dad9ff933dab14867\" tg-width=\"645\" tg-height=\"410\"/></p><p>Many investors believe that the core theme of Monday's market will revolve around the so-called \"high-market trading\". There is also a contrary view in the market that needs to be verified: the greater Sanae Takaichi's election advantage, the less pressure she may have to introduce economic stimulus policies.</p><p>At the stock market level, sectors such as defense and nuclear energy have become the most watched areas, as these sectors are highly aligned with the national investment agenda proposed by Sanae Takaichi.</p><p>Gerald Gan, chief investment officer of Singapore-based Reed Capital Partners, said: \"The Japanese stock market will see a new round of gains thanks to this election victory, and sectors such as defense, artificial intelligence, and semiconductors, where Sanae Takaichi plans to increase investment, are likely to be the biggest beneficiaries.\"</p><p>The depreciation of the yen is a double-edged sword for the Japanese economy: on the one hand, it boosts the profits of Japanese export companies, while on the other hand, it significantly squeezes the income and expenditure budgets of ordinary households.</p><p>Since Sanae Takaichi became president of the Liberal Democratic Party last September, the yen has been weakening continuously until the end of last month, when signals emerged that the US and Japanese authorities might join forces to stabilize the yen, and the decline in the yen only briefly slowed down. However, in recent weeks, the signals released by both the US and Japan have been repeated, and previous expectations of maintaining stability have been dashed.</p><p>Neil Jones, Managing Director of Sales and Trading at TJM Europe, said in an email comment: \"The natural trend of the yen will be further depreciation. Last month, the yen fell below the 159 mark against the US dollar, hitting a new low. Currently, the global foreign exchange market seems to be expecting that the Japanese government may take substantial intervention measures in the low range of the yen.\"</p><p>During the vote counting process, Sanae Takaichi clarified her previous remarks about the \"benefits of yen depreciation,\" stating that the relevant statements were taken out of context and reiterating that her policy goal is to build an economic system that can withstand exchange rate fluctuations.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c120090f5c41dc90568f5222b40aec41\" tg-width=\"655\" tg-height=\"376\"/></p><p>As for the Japanese Treasury Bond, which suffered a sharp decline in January this year and triggered global market turmoil, it now faces the risk of further sell-offs.</p><p>Schroder Group,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Global asset management firms, including asset management firms, adopted an underweight strategy towards Japanese Treasury Bond before the general election, especially the ultra-long-term Treasury Bond. In addition to sluggish market liquidity, Sanae Takaichi's temporary food consumption tax reduction and exemption policy, as well as renewed market concerns about Japan's fiscal sustainability, were the core factors driving the sell-off in Treasury Bond.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57e69473c2b87934dbe52f39d557973f\" tg-width=\"646\" tg-height=\"365\"/></p><p>Despite persistent concerns, Japan's Treasury Bond rebounded last week, easing upward pressure on yields, with the decline in ultra-long-term Treasury Bond yields being particularly pronounced.</p><p>Masanari Takada, quantitative and derivatives strategist at JPMorgan Securities Treasury Bond, said: \"While the election results have made Japanese market participants nervous, the Liberal Democratic Party's overwhelming victory may give Prime Minister Sanae Takaichi more political room to maneuver and give her the energy to listen to the demands of the Japanese market.\"</p><p>However, overnight index swaps and short-term Treasury Bond yields have begun to adjust, reflecting rising market expectations that the Bank of Japan may deliver rate hike at its April policy meeting. Current market pricing suggests that the probability of the Bank of Japan's 25 basis point rate hike in April is approximately 75%, while the 25 basis point rate hike in June has been fully priced in.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sanae Takaichi wins the Japanese general election! Japanese stocks may ride the wave to reach new highs, with the yen approaching the 160 mark and Treasury Bond facing renewed selling pressure.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSanae Takaichi wins the Japanese general election! Japanese stocks may ride the wave to reach new highs, with the yen approaching the 160 mark and Treasury Bond facing renewed selling pressure.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2026-02-09 07:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>According to Zhitong Finance APP, the Liberal Democratic Party, led by Japanese Prime Minister Sanae Takaichi, is expected to win an overwhelming victory, indicating that the Japanese stock market may continue its upward trend, while the yen and Treasury Bond are facing further downward pressure.</p><p>According to NHK statistics, the Liberal Democratic Party has won an absolute majority of more than two-thirds of the 465 seats in the House of Representatives, and the ruling coalition has significantly expanded its advantage. This result far exceeded the expectations of some investors in recent weeks.</p><p>Tim Waterer, chief market analyst at KCM Trade, said: \"The clear election results and the clearer path for Sanae Takaichi's economic stimulus policies are undoubtedly good news for the Nikkei index. However, the Liberal Democratic Party's fiscal stimulus plan has been substantially approved and implemented, and the yen may face greater depreciation pressure.\"</p><p>The yen fluctuated within a relatively narrow range in early Asian trading on Monday. As of press time, the yen had fallen slightly to 157.61 against the dollar. The yen fell 1.6% last week and is still approaching the 160 mark—a level that triggered Japanese authorities to intervene in the market to defend the currency.</p><p>Supported by market expectations that Sanae Takaichi will expand fiscal spending to boost economic growth, Japan's Tokyo Stock Exchange Index closed at a record high last Friday, with a year-to-date gain of over 8%. Meanwhile, global developed market stock indices barely rose by about 2% during the same period.</p><p>Rong Ren Goh, fixed-income portfolio manager at Eastspring Investments, said: \"The Liberal Democratic Party's victory in this election has a significant advantage, although the market was not entirely surprised by it. In the weeks leading up to the election, both the Japanese Treasury Bond yield and the yen exchange rate were consolidating. Now that the election is over, the market may return to its previous trend.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/087102cda772694dad9ff933dab14867\" tg-width=\"645\" tg-height=\"410\"/></p><p>Many investors believe that the core theme of Monday's market will revolve around the so-called \"high-market trading\". There is also a contrary view in the market that needs to be verified: the greater Sanae Takaichi's election advantage, the less pressure she may have to introduce economic stimulus policies.</p><p>At the stock market level, sectors such as defense and nuclear energy have become the most watched areas, as these sectors are highly aligned with the national investment agenda proposed by Sanae Takaichi.</p><p>Gerald Gan, chief investment officer of Singapore-based Reed Capital Partners, said: \"The Japanese stock market will see a new round of gains thanks to this election victory, and sectors such as defense, artificial intelligence, and semiconductors, where Sanae Takaichi plans to increase investment, are likely to be the biggest beneficiaries.\"</p><p>The depreciation of the yen is a double-edged sword for the Japanese economy: on the one hand, it boosts the profits of Japanese export companies, while on the other hand, it significantly squeezes the income and expenditure budgets of ordinary households.</p><p>Since Sanae Takaichi became president of the Liberal Democratic Party last September, the yen has been weakening continuously until the end of last month, when signals emerged that the US and Japanese authorities might join forces to stabilize the yen, and the decline in the yen only briefly slowed down. However, in recent weeks, the signals released by both the US and Japan have been repeated, and previous expectations of maintaining stability have been dashed.</p><p>Neil Jones, Managing Director of Sales and Trading at TJM Europe, said in an email comment: \"The natural trend of the yen will be further depreciation. Last month, the yen fell below the 159 mark against the US dollar, hitting a new low. Currently, the global foreign exchange market seems to be expecting that the Japanese government may take substantial intervention measures in the low range of the yen.\"</p><p>During the vote counting process, Sanae Takaichi clarified her previous remarks about the \"benefits of yen depreciation,\" stating that the relevant statements were taken out of context and reiterating that her policy goal is to build an economic system that can withstand exchange rate fluctuations.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c120090f5c41dc90568f5222b40aec41\" tg-width=\"655\" tg-height=\"376\"/></p><p>As for the Japanese Treasury Bond, which suffered a sharp decline in January this year and triggered global market turmoil, it now faces the risk of further sell-offs.</p><p>Schroder Group,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Global asset management firms, including asset management firms, adopted an underweight strategy towards Japanese Treasury Bond before the general election, especially the ultra-long-term Treasury Bond. In addition to sluggish market liquidity, Sanae Takaichi's temporary food consumption tax reduction and exemption policy, as well as renewed market concerns about Japan's fiscal sustainability, were the core factors driving the sell-off in Treasury Bond.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57e69473c2b87934dbe52f39d557973f\" tg-width=\"646\" tg-height=\"365\"/></p><p>Despite persistent concerns, Japan's Treasury Bond rebounded last week, easing upward pressure on yields, with the decline in ultra-long-term Treasury Bond yields being particularly pronounced.</p><p>Masanari Takada, quantitative and derivatives strategist at JPMorgan Securities Treasury Bond, said: \"While the election results have made Japanese market participants nervous, the Liberal Democratic Party's overwhelming victory may give Prime Minister Sanae Takaichi more political room to maneuver and give her the energy to listen to the demands of the Japanese market.\"</p><p>However, overnight index swaps and short-term Treasury Bond yields have begun to adjust, reflecting rising market expectations that the Bank of Japan may deliver rate hike at its April policy meeting. Current market pricing suggests that the probability of the Bank of Japan's 25 basis point rate hike in April is approximately 75%, while the 25 basis point rate hike in June has been fully priced in.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/1402919.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/749cdf8953c5292344c548c9a9e85169","relate_stocks":{"BK4585":"ETF&股票定投概念","EWJ":"日本ETF-iShares MSCI","BK4588":"碎股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1402919.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2610250584","content_text":"智通财经APP获悉，日本首相高市早苗领导的自民党有望取得压倒性胜利，这预示着日本股市或将延续涨势，而日元和国债则面临进一步下跌的压力。据NHK统计，自民党在众议院465个席位中已单独赢得三分之二以上的绝对多数，执政联盟也大幅扩大了优势。这一结果远超部分投资者近几周的预期。KCM Trade首席市场分析师Tim Waterer表示：“此次选举结果明朗，高市早苗的经济刺激政策也有了更清晰的推进路径，对日经指数而言，这无疑是利好消息。但自民党的财政刺激计划实质上已获批落地，日元或将承受更大贬值压力。”周一亚市早盘，日元汇率在相对窄幅区间内震荡。截至发稿，日元兑美元汇率微跌至157.61。上周日元汇率累计下跌1.6%，目前仍逼近160关口——这一价位曾触发日本当局入市干预，捍卫本币汇率。受市场对高市早苗扩大财政支出、拉动经济增长的预期支撑，日本东证指数上周五收于历史新高，今年以来涨幅已超8%;而同期全球发达市场股票指数的涨幅仅勉强达到2%左右。Eastspring Investments固定收益投资组合经理Rong Ren Goh称：“自民党此次胜选优势显著，尽管市场对此并非完全意外。大选前的数周内，日本国债收益率与日元汇率均处于盘整状态，如今选举落定，市场或将回归此前的运行趋势。”众多投资者认为，周一市场的核心主线将围绕所谓的“高市交易”展开。市场中也存在一种待验证的逆向观点：高市早苗的胜选优势越大，其推出经济刺激政策的压力反而可能越小。股市层面，国防、核能等板块成为最受关注的领域，这类板块与高市早苗提出的国家投资议程高度契合。总部位于新加坡的Reed Capital Partners首席投资官Gerald Gan表示：“日本股市将借此次胜选迎来新一轮上涨，高市早苗计划加大投入的国防、人工智能、半导体等领域，大概率会成为最大受益板块。”日元贬值对日本经济而言是一把双刃剑：一方面推升了日本出口企业的利润，另一方面却大幅挤压普通家庭的收支预算。自去年9月高市早苗出任自民党总裁以来，日元汇率持续走弱，直至上月末，因美日两国当局或联手维稳日元的信号出现，汇率跌势才短暂放缓。但近几周，美日双方释放的信号反复，此前的维稳预期也随之落空。TJM Europe销售和交易董事总经理Neil Jones在邮件评论中称：“日元的自然走势将是进一步贬值。上月日元兑美元跌破159关口，创阶段新低，当前全球外汇市场似乎都在预期，日本官方或将在日元低位区间采取实质性的干预措施。”在选票统计过程中，高市早苗针对此前自己有关“日元贬值好处”的言论作出澄清，称相关表述被断章取义，并重申其施政目标是打造能够抵御汇率波动的经济体系。至于今年1月遭遇重挫、并引发全球市场震荡的日本国债，如今再面临进一步抛售的风险。施罗德集团、摩根大通资产管理等全球资管机构在大选前均对日本国债采取低配策略，尤其是超长期限国债。除市场流动性低迷外，高市早苗提出的食品消费税临时减免政策，以及市场对日本财政可持续性的担忧再起，均成为推动国债抛售的核心因素。尽管担忧犹存，上周日本国债表现有所回暖，收益率的上行压力有所缓解，超长期限国债收益率的回落尤为明显。摩根大通证券日本公司量化与衍生品策略师Masanari Takada表示：“此次选举结果虽让国债市场参与者的情绪趋于紧张，但自民党的压倒性胜利，或能为高市早苗首相带来更多政治操作空间，使其有精力倾听国债市场的诉求。”不过，隔夜指数互换与短期国债收益率已开始调整，反映出市场对日本央行或将在4月议息会议上加息的预期升温。目前市场定价显示，日本央行4月加息25个基点的概率约为75%，而6月加息25个基点则已被完全消化。","news_type":1,"symbols_score_info":{"EWJ":2}},"isVote":1,"tweetType":1,"viewCount":2279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":522041653409224,"gmtCreate":1768486714150,"gmtModify":1768486796040,"author":{"id":"4229146055222622","authorId":"4229146055222622","name":"大浪淘沙懒洋洋","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229146055222622","idStr":"4229146055222622"},"themes":[],"title":"","htmlText":"[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/522041653409224","repostId":"1175097311","repostType":2,"isVote":1,"tweetType":1,"viewCount":2565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":618365392630200,"gmtCreate":1791948646430,"gmtModify":1791948648527,"author":{"id":"4229146055222622","authorId":"4229146055222622","name":"大浪淘沙懒洋洋","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229146055222622","idStr":"4229146055222622"},"themes":[],"title":"","htmlText":"[捂脸]&nbsp;&nbsp;","listText":"[捂脸]&nbsp;&nbsp;","text":"[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/618365392630200","repostId":"1167245185","repostType":2,"repost":{"id":"1167245185","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1791945615,"share":"https://ttm.financial/m/news/1167245185?lang=en_US&edition=fundamental","pubTime":"2026-10-14 10:40","market":"hk","language":"zh","title":"Hong Kong Stocks in Focus | Xiaomi's intraday gains extended to 5%, with UOB Kay Hian maintaining its \"Hold\" rating and raising its target price to HK$27.6.","url":"https://stock-news.laohu8.com/highlight/detail?id=1167245185","media":"老虎资讯综合","summary":"10月14日， $小米集团-W(01810)$盘中涨幅扩大至5%，获大华继显维持“持有”评级、升目标价至27.6港元。大华继显发布研报称，小米旗下SKYNOMAD（澎程）系列上市首月锁定订单已超过7万辆，需求集中于较高端的N70 Max/N90 Max等车型，产品组合优于该行先前预期。该行维持“持有”评级，目标价由26.2港元上调至27.6港元。该行指出，小米9月电动车交付逾4万辆，包括约3万辆SU7及YU7，以及逾1万辆SKYNOMAD，今年迄今交付刚超过28.6万辆；该行预期第四季SKYNOMAD交付逾5万辆、旧款车型约9万辆，全年交付仍有望达其43万辆目标。","content":"<p><html><head></head><body><p style=\"text-align: left;\">October 14th,<a href=\"https://laohu8.com/S/01810\">Xiaomi Group - W</a>The intraday gains widened to 5%, and UOB Kay Hian maintained its \"hold\" rating and raised its target price to HK$27.6.</p><p><p style=\"text-align: left;\">According to a research report released by Dahua Kay Hian, Xiaomi's SKYNOMAD series has secured more than 70,000 orders in its first month of launch, with demand concentrated in higher-end models such as the N70 Max/N90 Max, and the product portfolio exceeding the bank's previous expectations. The bank maintained its \"hold\" rating and raised its target price from HK$26.2 to HK$27.6.</p><p><p style=\"text-align: justify;\">The bank pointed out that Xiaomi delivered more than 40,000 electric vehicles in September, including about 30,000 SU7 and YU7 vehicles, and more than 10,000 SKYNOMAD vehicles, with just over 286,000 vehicles delivered so far this year. The bank expects to deliver more than 50,000 SKYNOMAD vehicles in the fourth quarter, including about 90,000 older models, and is still expected to reach its full-year delivery target of 430,000 vehicles.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stocks in Focus | Xiaomi's intraday gains extended to 5%, with UOB Kay Hian maintaining its \"Hold\" rating and raising its target price to HK$27.6.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong Stocks in Focus | Xiaomi's intraday gains extended to 5%, with UOB Kay Hian maintaining its \"Hold\" rating and raising its target price to HK$27.6.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2026-10-14 10:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">October 14th,<a href=\"https://laohu8.com/S/01810\">Xiaomi Group - W</a>The intraday gains widened to 5%, and UOB Kay Hian maintained its \"hold\" rating and raised its target price to HK$27.6.</p><p><p style=\"text-align: left;\">According to a research report released by Dahua Kay Hian, Xiaomi's SKYNOMAD series has secured more than 70,000 orders in its first month of launch, with demand concentrated in higher-end models such as the N70 Max/N90 Max, and the product portfolio exceeding the bank's previous expectations. The bank maintained its \"hold\" rating and raised its target price from HK$26.2 to HK$27.6.</p><p><p style=\"text-align: justify;\">The bank pointed out that Xiaomi delivered more than 40,000 electric vehicles in September, including about 30,000 SU7 and YU7 vehicles, and more than 10,000 SKYNOMAD vehicles, with just over 286,000 vehicles delivered so far this year. The bank expects to deliver more than 50,000 SKYNOMAD vehicles in the fourth quarter, including about 90,000 older models, and is still expected to reach its full-year delivery target of 430,000 vehicles.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/529958ccf70e57b3f5b5c4f7405468e4","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167245185","content_text":"10月14日， 小米集团-W盘中涨幅扩大至5%，获大华继显维持“持有”评级、升目标价至27.6港元。大华继显发布研报称，小米旗下SKYNOMAD（澎程）系列上市首月锁定订单已超过7万辆，需求集中于较高端的N70 Max/N90 Max等车型，产品组合优于该行先前预期。该行维持“持有”评级，目标价由26.2港元上调至27.6港元。该行指出，小米9月电动车交付逾4万辆，包括约3万辆SU7及YU7，以及逾1万辆SKYNOMAD，今年迄今交付刚超过28.6万辆；该行预期第四季SKYNOMAD交付逾5万辆、旧款车型约9万辆，全年交付仍有望达其43万辆目标。","news_type":1,"symbols_score_info":{"01810":2.1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":587526693872720,"gmtCreate":1784469322880,"gmtModify":1784469325169,"author":{"id":"4229146055222622","authorId":"4229146055222622","name":"大浪淘沙懒洋洋","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229146055222622","idStr":"4229146055222622"},"themes":[],"title":"","htmlText":"🐮🍺","listText":"🐮🍺","text":"🐮🍺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587526693872720","repostId":"1160380075","repostType":2,"repost":{"id":"1160380075","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1784291413,"share":"https://ttm.financial/m/news/1160380075?lang=en_US&edition=fundamental","pubTime":"2026-07-17 20:30","market":"us","language":"zh","title":"Reaching out to South Korean chip giants again: SK Hynix and Samsung's \"excess profits\" may need to be shared with the US.","url":"https://stock-news.laohu8.com/highlight/detail?id=1160380075","media":"华尔街见闻","summary":"美国在要求三星、SK海力士赴美建厂之外，又提出应分享韩国芯片企业利润，理由是美国采购推动其盈利。据《韩国时报》援引知情人士报道，美国贸易代表办公室副代表Rick Switzer上月在与韩国通商部长官吕翰九的会谈中明确表示，美方有权分享SK海力士和三星电子的巨额利润。这一表态尚未获得美方官方确认，但已在韩国业界和政府层面引发关注。韩国芯片对美出口激增，为美方主张提供依据美方提出利润分享诉求，有具体的贸易数据作为支撑。","content":"<p><html><head></head><body>In addition to demanding that Samsung and SK Hynix build factories in the United States, the United States also proposed that they should share the profits of South Korean chip companies, arguing that US procurement drives their profits. If true, the US-South Korea semiconductor rivalry has extended from manufacturing investment to profit distribution, putting new policy pressure on South Korean chip giants.</p><p><p style=\"text-align: left;\">While encouraging South Korean chip companies to build factories in the United States, the United States has quietly raised a more direct demand—profit sharing.</p><p><p style=\"text-align: left;\">According to the Korea Times, citing sources familiar with the matter, Rick Switzer, Deputy Representative of the Office of the United States Trade Representative, made it clear last month during a meeting with South Korean Trade Minister Loh Han-koo that the U.S. has the right to share in the huge profits of SK Hynix and Samsung Electronics. This statement has not yet been officially confirmed by the United States, but it has already attracted attention from the South Korean industry and government. Meanwhile, South Korea's semiconductor exports to the United States surged by more than 90% year-on-year in the first half of this year, providing a direct background for the above claims by the United States.</p><p><p style=\"text-align: left;\">This development signifies that the semiconductor competition between the US and South Korea is extending from the level of manufacturing localization to the level of profit distribution, putting new policy pressure on the two South Korean chip giants.</p><p><h2 id=\"id_1094233157\" style=\"text-align: left;\">The US logic: Procurement contributes profits, and the benefits should be shared.</h2><p style=\"text-align: left;\">According to the Korea Times, citing an industry insider familiar with the matter, Rick Switzer proposed to Lü Hanjiu during a meeting last month that the large-scale purchases of South Korean semiconductors by American companies directly boosted the profit growth of South Korean chip companies, and therefore the US also had the right to share in these profits.</p><p><p style=\"text-align: left;\">\"The U.S. logic is that if South Korean partners are entitled to a share of the profits they contribute, then U.S. companies should also enjoy the same rights,\" the person said.</p><p><p style=\"text-align: left;\">A senior South Korean government official also confirmed to The Korea Times that the U.S. did indeed make the above claims, but did not elaborate further. The Korea Times repeatedly contacted the Office of the United States Trade Representative, the Ministry of Commerce, and the Ministry of Finance for comment, but received no response.</p><p><p style=\"text-align: left;\">An official from South Korea's Ministry of Trade, Industry and Energy stated that they were unaware of the matter and reiterated South Korea's basic position that \"industry-related matters should be advanced based on the principle of commercial rationality.\" The official added that South Korean companies have announced investment plans consistent with last year's tariff agreement through business roundtables and have been making large-scale investments for many years.</p><p><h2 id=\"id_4192575052\" style=\"text-align: left;\">South Korea's chip exports to the United States have surged, providing evidence for US claims.</h2><p style=\"text-align: left;\">The US's demands for profit sharing are supported by specific trade data.</p><p><p style=\"text-align: left;\">South Korean government data shows that South Korea's total semiconductor exports reached a record US$192.43 billion in the first half of this year, a year-on-year increase of 162.5%. Exports to the United States increased by 91.3%, reaching $26.4 billion.</p><p><p style=\"text-align: left;\">The monthly data is even more prominent. In June, South Korea's semiconductor exports increased by 199.2% year-on-year to US$44.82 billion, a record high; Exports to the United States surged by 377.2% year-on-year, reaching $6.49 billion.</p><p><p style=\"text-align: left;\">The continued surge in global demand for AI chips is the core driver of the aforementioned growth, from which SK Hynix and Samsung Electronics, as major global memory chip suppliers, have benefited significantly.</p><p><h2 id=\"id_3656104454\" style=\"text-align: left;\">Beyond the pressure of building factories, profit sharing has become a new front.</h2><p style=\"text-align: left;\">Prior to this, Washington's public pressure on South Korean chip companies mainly focused on pushing them to build factories in the United States. Last week, U.S. Commerce Secretary Howard Lutnick publicly called on Samsung Electronics and SK Hynix to build memory chip manufacturing plants in the United States, continuing the Trump administration's consistent stance of promoting the localization of semiconductor production.</p><p><p style=\"text-align: left;\">Both companies have announced major investment plans in the United States, but neither currently has any specific plans to build advanced DRAM or NAND wafer fabs in the US.</p><p><p style=\"text-align: left;\">The emergence of demands for profit sharing signifies that the US's pressure logic is expanding. If the requirements for building a factory point to future production capacity layout, then profit sharing directly points to the benefits that have already been achieved, and has a more direct impact on the company's short-term finances.</p><p><h2 id=\"id_1163015368\" style=\"text-align: left;\">How should excess profits be distributed?</h2><p style=\"text-align: left;\">It is worth noting that when the US put forward its profit-sharing proposal, the discussion about \"excess profits\" in South Korea had already been fermenting.</p><p><p style=\"text-align: left;\">In recent months, there has been controversy in South Korea over whether Samsung Electronics and SK Hynix should redistribute some of their excess profits to subcontractors and suppliers in the supply chain—the latter also contributed to the realization of these profits to some extent. Some even argue that since taxpayer funds were used to support related infrastructure construction, the public should also benefit.</p><p><p style=\"text-align: left;\">The intervention of the United States has added external variables to this distribution dispute, which was originally a domestic issue in South Korea, and has also made the South Korean government and businesses face a more complex situation in responding.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reaching out to South Korean chip giants again: SK Hynix and Samsung's \"excess profits\" may need to be shared with the US.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReaching out to South Korean chip giants again: SK Hynix and Samsung's \"excess profits\" may need to be shared with the US.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-07-17 20:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In addition to demanding that Samsung and SK Hynix build factories in the United States, the United States also proposed that they should share the profits of South Korean chip companies, arguing that US procurement drives their profits. If true, the US-South Korea semiconductor rivalry has extended from manufacturing investment to profit distribution, putting new policy pressure on South Korean chip giants.</p><p><p style=\"text-align: left;\">While encouraging South Korean chip companies to build factories in the United States, the United States has quietly raised a more direct demand—profit sharing.</p><p><p style=\"text-align: left;\">According to the Korea Times, citing sources familiar with the matter, Rick Switzer, Deputy Representative of the Office of the United States Trade Representative, made it clear last month during a meeting with South Korean Trade Minister Loh Han-koo that the U.S. has the right to share in the huge profits of SK Hynix and Samsung Electronics. This statement has not yet been officially confirmed by the United States, but it has already attracted attention from the South Korean industry and government. Meanwhile, South Korea's semiconductor exports to the United States surged by more than 90% year-on-year in the first half of this year, providing a direct background for the above claims by the United States.</p><p><p style=\"text-align: left;\">This development signifies that the semiconductor competition between the US and South Korea is extending from the level of manufacturing localization to the level of profit distribution, putting new policy pressure on the two South Korean chip giants.</p><p><h2 id=\"id_1094233157\" style=\"text-align: left;\">The US logic: Procurement contributes profits, and the benefits should be shared.</h2><p style=\"text-align: left;\">According to the Korea Times, citing an industry insider familiar with the matter, Rick Switzer proposed to Lü Hanjiu during a meeting last month that the large-scale purchases of South Korean semiconductors by American companies directly boosted the profit growth of South Korean chip companies, and therefore the US also had the right to share in these profits.</p><p><p style=\"text-align: left;\">\"The U.S. logic is that if South Korean partners are entitled to a share of the profits they contribute, then U.S. companies should also enjoy the same rights,\" the person said.</p><p><p style=\"text-align: left;\">A senior South Korean government official also confirmed to The Korea Times that the U.S. did indeed make the above claims, but did not elaborate further. The Korea Times repeatedly contacted the Office of the United States Trade Representative, the Ministry of Commerce, and the Ministry of Finance for comment, but received no response.</p><p><p style=\"text-align: left;\">An official from South Korea's Ministry of Trade, Industry and Energy stated that they were unaware of the matter and reiterated South Korea's basic position that \"industry-related matters should be advanced based on the principle of commercial rationality.\" The official added that South Korean companies have announced investment plans consistent with last year's tariff agreement through business roundtables and have been making large-scale investments for many years.</p><p><h2 id=\"id_4192575052\" style=\"text-align: left;\">South Korea's chip exports to the United States have surged, providing evidence for US claims.</h2><p style=\"text-align: left;\">The US's demands for profit sharing are supported by specific trade data.</p><p><p style=\"text-align: left;\">South Korean government data shows that South Korea's total semiconductor exports reached a record US$192.43 billion in the first half of this year, a year-on-year increase of 162.5%. Exports to the United States increased by 91.3%, reaching $26.4 billion.</p><p><p style=\"text-align: left;\">The monthly data is even more prominent. In June, South Korea's semiconductor exports increased by 199.2% year-on-year to US$44.82 billion, a record high; Exports to the United States surged by 377.2% year-on-year, reaching $6.49 billion.</p><p><p style=\"text-align: left;\">The continued surge in global demand for AI chips is the core driver of the aforementioned growth, from which SK Hynix and Samsung Electronics, as major global memory chip suppliers, have benefited significantly.</p><p><h2 id=\"id_3656104454\" style=\"text-align: left;\">Beyond the pressure of building factories, profit sharing has become a new front.</h2><p style=\"text-align: left;\">Prior to this, Washington's public pressure on South Korean chip companies mainly focused on pushing them to build factories in the United States. Last week, U.S. Commerce Secretary Howard Lutnick publicly called on Samsung Electronics and SK Hynix to build memory chip manufacturing plants in the United States, continuing the Trump administration's consistent stance of promoting the localization of semiconductor production.</p><p><p style=\"text-align: left;\">Both companies have announced major investment plans in the United States, but neither currently has any specific plans to build advanced DRAM or NAND wafer fabs in the US.</p><p><p style=\"text-align: left;\">The emergence of demands for profit sharing signifies that the US's pressure logic is expanding. If the requirements for building a factory point to future production capacity layout, then profit sharing directly points to the benefits that have already been achieved, and has a more direct impact on the company's short-term finances.</p><p><h2 id=\"id_1163015368\" style=\"text-align: left;\">How should excess profits be distributed?</h2><p style=\"text-align: left;\">It is worth noting that when the US put forward its profit-sharing proposal, the discussion about \"excess profits\" in South Korea had already been fermenting.</p><p><p style=\"text-align: left;\">In recent months, there has been controversy in South Korea over whether Samsung Electronics and SK Hynix should redistribute some of their excess profits to subcontractors and suppliers in the supply chain—the latter also contributed to the realization of these profits to some extent. Some even argue that since taxpayer funds were used to support related infrastructure construction, the public should also benefit.</p><p><p style=\"text-align: left;\">The intervention of the United States has added external variables to this distribution dispute, which was originally a domestic issue in South Korea, and has also made the South Korean government and businesses face a more complex situation in responding.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"SKDD":"2倍做空海力士ETF-GraniteShares","SKHZ":"1倍做空海力士ETF-Leverage Shares","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","HYNX":"2倍做多海力士ETF-T-REX","SKHU":"2倍做多海力士-ProShares","SKHY":"SK海力士","SKUU":"2倍做多海力士ETF-GraniteShares","SK":"2倍做多海力士ETF-Corgi","SKHX":"2倍做多海力士ETF-Leverage Shares","07747":"南方两倍做多三星电子"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160380075","content_text":"美国在要求三星、SK海力士赴美建厂之外，又提出应分享韩国芯片企业利润，理由是美国采购推动其盈利。若属实，美韩半导体博弈已从制造投资延伸至利润分配，对韩国芯片巨头构成新的政策压力。美国在推动韩国芯片企业赴美建厂的同时，悄然提出了一项更为直接的诉求——分享利润。据《韩国时报》援引知情人士报道，美国贸易代表办公室副代表Rick Switzer上月在与韩国通商部长官吕翰九的会谈中明确表示，美方有权分享SK海力士和三星电子的巨额利润。这一表态尚未获得美方官方确认，但已在韩国业界和政府层面引发关注。与此同时，韩国今年上半年对美半导体出口同比激增逾九成，为美方的上述主张提供了直接背景。这一动向意味着，美韩之间的半导体博弈正从制造业本地化层面向利润分配层面延伸，对两家韩国芯片巨头构成新的政策压力。美方逻辑：采购贡献利润，理应分享收益据《韩国时报》援引一位熟悉相关情况的业界人士，Rick Switzer在上月的会谈中向吕翰九提出，美国企业大量采购韩国半导体，直接推动了韩国芯片企业的盈利增长，因此美方同样有权分享这部分利润。\"美方的逻辑是，如果韩国本土合作伙伴因贡献了部分利润而有权获得分成，那么美国企业也应享有同等权利，\"该知情人士表示。一名韩国政府高级官员也向《韩国时报》证实，美方确实提出了上述主张，但未作进一步说明。《韩国时报》多次联系美国贸易代表办公室及商务部、财政部寻求置评，均未获回应。韩国产业通商资源部官员则表示，对此事并不知情，并重申韩国的基本立场是\"产业相关事务应基于商业合理性原则推进\"。该官员补充称，韩国企业已通过商业圆桌会议宣布了与去年关税协议相符的投资计划，并多年来持续进行了大规模投资。韩国芯片对美出口激增，为美方主张提供依据美方提出利润分享诉求，有具体的贸易数据作为支撑。韩国政府数据显示，今年上半年韩国半导体出口总额达到创纪录的1924.3亿美元，同比增长162.5%；其中对美出口增长91.3%，达264亿美元。单月数据更为突出。6月份，韩国半导体出口同比增长199.2%，达448.2亿美元，创历史新高；对美出口更是同比暴增377.2%，达64.9亿美元。全球AI芯片需求的持续爆发是上述增长的核心驱动力，SK海力士和三星电子作为全球主要存储芯片供应商，从中获益显著。建厂压力之外，利润分享成新战线在此之前，华盛顿对韩国芯片企业的公开施压主要集中在推动其赴美建厂。上周，美国商务部长Howard Lutnick公开呼吁三星电子和SK海力士在美国建设存储芯片制造工厂，延续特朗普政府推动半导体生产本地化的一贯立场。两家公司均已宣布重大对美投资计划，但目前均无在美建设先进DRAM或NAND晶圆厂的具体计划。利润分享诉求的浮现，意味着美方的施压逻辑正在扩展。如果说建厂要求指向的是未来的产能布局，那么利润分享则直接指向当下已经实现的收益，对企业的短期财务影响更为直接。超额利润该如何分配值得注意的是，美方提出利润分享主张之际，韩国国内围绕\"超额利润\"的讨论本已持续发酵。近几个月来，韩国国内一直存在争议：三星电子和SK海力士是否应将部分超额利润重新分配给供应链上的分包商和供应商——后者在一定程度上也为这些利润的实现作出了贡献；甚至有观点认为，由于纳税人资金曾用于支持相关基础设施建设，公众也应从中受益。美方的介入，使这一原本属于韩国国内的分配争议增添了外部变量，也令韩国政府和企业在应对上面临更为复杂的局面。","news_type":1,"symbols_score_info":{"SKUU":0.6,"SK":0.6,"07747":2,"07709":0.6,"SKHY":2,"SKHX":0.6,"SKHZ":0.6,"SKDD":0.6,"HYNX":0.6,"SKHU":0.6}},"isVote":1,"tweetType":1,"viewCount":2078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":530810167915968,"gmtCreate":1770613902842,"gmtModify":1770614284800,"author":{"id":"4229146055222622","authorId":"4229146055222622","name":"大浪淘沙懒洋洋","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229146055222622","idStr":"4229146055222622"},"themes":[],"title":"","htmlText":"OMG","listText":"OMG","text":"OMG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530810167915968","repostId":"2610250584","repostType":2,"repost":{"id":"2610250584","kind":"news","pubTimestamp":1770594943,"share":"https://ttm.financial/m/news/2610250584?lang=en_US&edition=fundamental","pubTime":"2026-02-09 07:55","market":"us","language":"zh","title":"Sanae Takaichi wins the Japanese general election! Japanese stocks may ride the wave to reach new highs, with the yen approaching the 160 mark and Treasury Bond facing renewed selling pressure.","url":"https://stock-news.laohu8.com/highlight/detail?id=2610250584","media":"智通财经","summary":"智通财经APP获悉，日本首相高市早苗领导的自民党有望取得压倒性胜利，这预示着日本股市或将延续涨势，而日元和国债则面临进一步下跌的压力。至于今年1月遭遇重挫、并引发全球市场震荡的日本国债，如今再面临进一步抛售的风险。除市场流动性低迷外，高市早苗提出的食品消费税临时减免政策，以及市场对日本财政可持续性的担忧再起，均成为推动国债抛售的核心因素。","content":"<p><html><head></head><body>According to Zhitong Finance APP, the Liberal Democratic Party, led by Japanese Prime Minister Sanae Takaichi, is expected to win an overwhelming victory, indicating that the Japanese stock market may continue its upward trend, while the yen and Treasury Bond are facing further downward pressure.</p><p>According to NHK statistics, the Liberal Democratic Party has won an absolute majority of more than two-thirds of the 465 seats in the House of Representatives, and the ruling coalition has significantly expanded its advantage. This result far exceeded the expectations of some investors in recent weeks.</p><p>Tim Waterer, chief market analyst at KCM Trade, said: \"The clear election results and the clearer path for Sanae Takaichi's economic stimulus policies are undoubtedly good news for the Nikkei index. However, the Liberal Democratic Party's fiscal stimulus plan has been substantially approved and implemented, and the yen may face greater depreciation pressure.\"</p><p>The yen fluctuated within a relatively narrow range in early Asian trading on Monday. As of press time, the yen had fallen slightly to 157.61 against the dollar. The yen fell 1.6% last week and is still approaching the 160 mark—a level that triggered Japanese authorities to intervene in the market to defend the currency.</p><p>Supported by market expectations that Sanae Takaichi will expand fiscal spending to boost economic growth, Japan's Tokyo Stock Exchange Index closed at a record high last Friday, with a year-to-date gain of over 8%. Meanwhile, global developed market stock indices barely rose by about 2% during the same period.</p><p>Rong Ren Goh, fixed-income portfolio manager at Eastspring Investments, said: \"The Liberal Democratic Party's victory in this election has a significant advantage, although the market was not entirely surprised by it. In the weeks leading up to the election, both the Japanese Treasury Bond yield and the yen exchange rate were consolidating. Now that the election is over, the market may return to its previous trend.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/087102cda772694dad9ff933dab14867\" tg-width=\"645\" tg-height=\"410\"/></p><p>Many investors believe that the core theme of Monday's market will revolve around the so-called \"high-market trading\". There is also a contrary view in the market that needs to be verified: the greater Sanae Takaichi's election advantage, the less pressure she may have to introduce economic stimulus policies.</p><p>At the stock market level, sectors such as defense and nuclear energy have become the most watched areas, as these sectors are highly aligned with the national investment agenda proposed by Sanae Takaichi.</p><p>Gerald Gan, chief investment officer of Singapore-based Reed Capital Partners, said: \"The Japanese stock market will see a new round of gains thanks to this election victory, and sectors such as defense, artificial intelligence, and semiconductors, where Sanae Takaichi plans to increase investment, are likely to be the biggest beneficiaries.\"</p><p>The depreciation of the yen is a double-edged sword for the Japanese economy: on the one hand, it boosts the profits of Japanese export companies, while on the other hand, it significantly squeezes the income and expenditure budgets of ordinary households.</p><p>Since Sanae Takaichi became president of the Liberal Democratic Party last September, the yen has been weakening continuously until the end of last month, when signals emerged that the US and Japanese authorities might join forces to stabilize the yen, and the decline in the yen only briefly slowed down. However, in recent weeks, the signals released by both the US and Japan have been repeated, and previous expectations of maintaining stability have been dashed.</p><p>Neil Jones, Managing Director of Sales and Trading at TJM Europe, said in an email comment: \"The natural trend of the yen will be further depreciation. Last month, the yen fell below the 159 mark against the US dollar, hitting a new low. Currently, the global foreign exchange market seems to be expecting that the Japanese government may take substantial intervention measures in the low range of the yen.\"</p><p>During the vote counting process, Sanae Takaichi clarified her previous remarks about the \"benefits of yen depreciation,\" stating that the relevant statements were taken out of context and reiterating that her policy goal is to build an economic system that can withstand exchange rate fluctuations.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c120090f5c41dc90568f5222b40aec41\" tg-width=\"655\" tg-height=\"376\"/></p><p>As for the Japanese Treasury Bond, which suffered a sharp decline in January this year and triggered global market turmoil, it now faces the risk of further sell-offs.</p><p>Schroder Group,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Global asset management firms, including asset management firms, adopted an underweight strategy towards Japanese Treasury Bond before the general election, especially the ultra-long-term Treasury Bond. In addition to sluggish market liquidity, Sanae Takaichi's temporary food consumption tax reduction and exemption policy, as well as renewed market concerns about Japan's fiscal sustainability, were the core factors driving the sell-off in Treasury Bond.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57e69473c2b87934dbe52f39d557973f\" tg-width=\"646\" tg-height=\"365\"/></p><p>Despite persistent concerns, Japan's Treasury Bond rebounded last week, easing upward pressure on yields, with the decline in ultra-long-term Treasury Bond yields being particularly pronounced.</p><p>Masanari Takada, quantitative and derivatives strategist at JPMorgan Securities Treasury Bond, said: \"While the election results have made Japanese market participants nervous, the Liberal Democratic Party's overwhelming victory may give Prime Minister Sanae Takaichi more political room to maneuver and give her the energy to listen to the demands of the Japanese market.\"</p><p>However, overnight index swaps and short-term Treasury Bond yields have begun to adjust, reflecting rising market expectations that the Bank of Japan may deliver rate hike at its April policy meeting. Current market pricing suggests that the probability of the Bank of Japan's 25 basis point rate hike in April is approximately 75%, while the 25 basis point rate hike in June has been fully priced in.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sanae Takaichi wins the Japanese general election! Japanese stocks may ride the wave to reach new highs, with the yen approaching the 160 mark and Treasury Bond facing renewed selling pressure.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSanae Takaichi wins the Japanese general election! Japanese stocks may ride the wave to reach new highs, with the yen approaching the 160 mark and Treasury Bond facing renewed selling pressure.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2026-02-09 07:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>According to Zhitong Finance APP, the Liberal Democratic Party, led by Japanese Prime Minister Sanae Takaichi, is expected to win an overwhelming victory, indicating that the Japanese stock market may continue its upward trend, while the yen and Treasury Bond are facing further downward pressure.</p><p>According to NHK statistics, the Liberal Democratic Party has won an absolute majority of more than two-thirds of the 465 seats in the House of Representatives, and the ruling coalition has significantly expanded its advantage. This result far exceeded the expectations of some investors in recent weeks.</p><p>Tim Waterer, chief market analyst at KCM Trade, said: \"The clear election results and the clearer path for Sanae Takaichi's economic stimulus policies are undoubtedly good news for the Nikkei index. However, the Liberal Democratic Party's fiscal stimulus plan has been substantially approved and implemented, and the yen may face greater depreciation pressure.\"</p><p>The yen fluctuated within a relatively narrow range in early Asian trading on Monday. As of press time, the yen had fallen slightly to 157.61 against the dollar. The yen fell 1.6% last week and is still approaching the 160 mark—a level that triggered Japanese authorities to intervene in the market to defend the currency.</p><p>Supported by market expectations that Sanae Takaichi will expand fiscal spending to boost economic growth, Japan's Tokyo Stock Exchange Index closed at a record high last Friday, with a year-to-date gain of over 8%. Meanwhile, global developed market stock indices barely rose by about 2% during the same period.</p><p>Rong Ren Goh, fixed-income portfolio manager at Eastspring Investments, said: \"The Liberal Democratic Party's victory in this election has a significant advantage, although the market was not entirely surprised by it. In the weeks leading up to the election, both the Japanese Treasury Bond yield and the yen exchange rate were consolidating. Now that the election is over, the market may return to its previous trend.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/087102cda772694dad9ff933dab14867\" tg-width=\"645\" tg-height=\"410\"/></p><p>Many investors believe that the core theme of Monday's market will revolve around the so-called \"high-market trading\". There is also a contrary view in the market that needs to be verified: the greater Sanae Takaichi's election advantage, the less pressure she may have to introduce economic stimulus policies.</p><p>At the stock market level, sectors such as defense and nuclear energy have become the most watched areas, as these sectors are highly aligned with the national investment agenda proposed by Sanae Takaichi.</p><p>Gerald Gan, chief investment officer of Singapore-based Reed Capital Partners, said: \"The Japanese stock market will see a new round of gains thanks to this election victory, and sectors such as defense, artificial intelligence, and semiconductors, where Sanae Takaichi plans to increase investment, are likely to be the biggest beneficiaries.\"</p><p>The depreciation of the yen is a double-edged sword for the Japanese economy: on the one hand, it boosts the profits of Japanese export companies, while on the other hand, it significantly squeezes the income and expenditure budgets of ordinary households.</p><p>Since Sanae Takaichi became president of the Liberal Democratic Party last September, the yen has been weakening continuously until the end of last month, when signals emerged that the US and Japanese authorities might join forces to stabilize the yen, and the decline in the yen only briefly slowed down. However, in recent weeks, the signals released by both the US and Japan have been repeated, and previous expectations of maintaining stability have been dashed.</p><p>Neil Jones, Managing Director of Sales and Trading at TJM Europe, said in an email comment: \"The natural trend of the yen will be further depreciation. Last month, the yen fell below the 159 mark against the US dollar, hitting a new low. Currently, the global foreign exchange market seems to be expecting that the Japanese government may take substantial intervention measures in the low range of the yen.\"</p><p>During the vote counting process, Sanae Takaichi clarified her previous remarks about the \"benefits of yen depreciation,\" stating that the relevant statements were taken out of context and reiterating that her policy goal is to build an economic system that can withstand exchange rate fluctuations.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c120090f5c41dc90568f5222b40aec41\" tg-width=\"655\" tg-height=\"376\"/></p><p>As for the Japanese Treasury Bond, which suffered a sharp decline in January this year and triggered global market turmoil, it now faces the risk of further sell-offs.</p><p>Schroder Group,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Global asset management firms, including asset management firms, adopted an underweight strategy towards Japanese Treasury Bond before the general election, especially the ultra-long-term Treasury Bond. In addition to sluggish market liquidity, Sanae Takaichi's temporary food consumption tax reduction and exemption policy, as well as renewed market concerns about Japan's fiscal sustainability, were the core factors driving the sell-off in Treasury Bond.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57e69473c2b87934dbe52f39d557973f\" tg-width=\"646\" tg-height=\"365\"/></p><p>Despite persistent concerns, Japan's Treasury Bond rebounded last week, easing upward pressure on yields, with the decline in ultra-long-term Treasury Bond yields being particularly pronounced.</p><p>Masanari Takada, quantitative and derivatives strategist at JPMorgan Securities Treasury Bond, said: \"While the election results have made Japanese market participants nervous, the Liberal Democratic Party's overwhelming victory may give Prime Minister Sanae Takaichi more political room to maneuver and give her the energy to listen to the demands of the Japanese market.\"</p><p>However, overnight index swaps and short-term Treasury Bond yields have begun to adjust, reflecting rising market expectations that the Bank of Japan may deliver rate hike at its April policy meeting. Current market pricing suggests that the probability of the Bank of Japan's 25 basis point rate hike in April is approximately 75%, while the 25 basis point rate hike in June has been fully priced in.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/1402919.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/749cdf8953c5292344c548c9a9e85169","relate_stocks":{"BK4585":"ETF&股票定投概念","EWJ":"日本ETF-iShares MSCI","BK4588":"碎股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1402919.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2610250584","content_text":"智通财经APP获悉，日本首相高市早苗领导的自民党有望取得压倒性胜利，这预示着日本股市或将延续涨势，而日元和国债则面临进一步下跌的压力。据NHK统计，自民党在众议院465个席位中已单独赢得三分之二以上的绝对多数，执政联盟也大幅扩大了优势。这一结果远超部分投资者近几周的预期。KCM Trade首席市场分析师Tim Waterer表示：“此次选举结果明朗，高市早苗的经济刺激政策也有了更清晰的推进路径，对日经指数而言，这无疑是利好消息。但自民党的财政刺激计划实质上已获批落地，日元或将承受更大贬值压力。”周一亚市早盘，日元汇率在相对窄幅区间内震荡。截至发稿，日元兑美元汇率微跌至157.61。上周日元汇率累计下跌1.6%，目前仍逼近160关口——这一价位曾触发日本当局入市干预，捍卫本币汇率。受市场对高市早苗扩大财政支出、拉动经济增长的预期支撑，日本东证指数上周五收于历史新高，今年以来涨幅已超8%;而同期全球发达市场股票指数的涨幅仅勉强达到2%左右。Eastspring Investments固定收益投资组合经理Rong Ren Goh称：“自民党此次胜选优势显著，尽管市场对此并非完全意外。大选前的数周内，日本国债收益率与日元汇率均处于盘整状态，如今选举落定，市场或将回归此前的运行趋势。”众多投资者认为，周一市场的核心主线将围绕所谓的“高市交易”展开。市场中也存在一种待验证的逆向观点：高市早苗的胜选优势越大，其推出经济刺激政策的压力反而可能越小。股市层面，国防、核能等板块成为最受关注的领域，这类板块与高市早苗提出的国家投资议程高度契合。总部位于新加坡的Reed Capital Partners首席投资官Gerald Gan表示：“日本股市将借此次胜选迎来新一轮上涨，高市早苗计划加大投入的国防、人工智能、半导体等领域，大概率会成为最大受益板块。”日元贬值对日本经济而言是一把双刃剑：一方面推升了日本出口企业的利润，另一方面却大幅挤压普通家庭的收支预算。自去年9月高市早苗出任自民党总裁以来，日元汇率持续走弱，直至上月末，因美日两国当局或联手维稳日元的信号出现，汇率跌势才短暂放缓。但近几周，美日双方释放的信号反复，此前的维稳预期也随之落空。TJM Europe销售和交易董事总经理Neil Jones在邮件评论中称：“日元的自然走势将是进一步贬值。上月日元兑美元跌破159关口，创阶段新低，当前全球外汇市场似乎都在预期，日本官方或将在日元低位区间采取实质性的干预措施。”在选票统计过程中，高市早苗针对此前自己有关“日元贬值好处”的言论作出澄清，称相关表述被断章取义，并重申其施政目标是打造能够抵御汇率波动的经济体系。至于今年1月遭遇重挫、并引发全球市场震荡的日本国债，如今再面临进一步抛售的风险。施罗德集团、摩根大通资产管理等全球资管机构在大选前均对日本国债采取低配策略，尤其是超长期限国债。除市场流动性低迷外，高市早苗提出的食品消费税临时减免政策，以及市场对日本财政可持续性的担忧再起，均成为推动国债抛售的核心因素。尽管担忧犹存，上周日本国债表现有所回暖，收益率的上行压力有所缓解，超长期限国债收益率的回落尤为明显。摩根大通证券日本公司量化与衍生品策略师Masanari Takada表示：“此次选举结果虽让国债市场参与者的情绪趋于紧张，但自民党的压倒性胜利，或能为高市早苗首相带来更多政治操作空间，使其有精力倾听国债市场的诉求。”不过，隔夜指数互换与短期国债收益率已开始调整，反映出市场对日本央行或将在4月议息会议上加息的预期升温。目前市场定价显示，日本央行4月加息25个基点的概率约为75%，而6月加息25个基点则已被完全消化。","news_type":1,"symbols_score_info":{"EWJ":2}},"isVote":1,"tweetType":1,"viewCount":2279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":522041653409224,"gmtCreate":1768486714150,"gmtModify":1768486796040,"author":{"id":"4229146055222622","authorId":"4229146055222622","name":"大浪淘沙懒洋洋","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229146055222622","idStr":"4229146055222622"},"themes":[],"title":"","htmlText":"[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/522041653409224","repostId":"1175097311","repostType":2,"isVote":1,"tweetType":1,"viewCount":2565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}