Good news surge! Just now, a collective rally! Iran, breaking news announced

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A hot market keeps the momentum going!

Relay the gains across the Asia-Pacific market with “a wave of cheers.” Just now, the three major U.S. stock index futures surged sharply: Nasdaq futures rose more than 1%, Dow futures rose 0.67%, and S&P 500 index futures rose 0.76%. Major European stocks opened higher by a wide margin: Germany’s DAX rose more than 3%, France’s CAC 40 rose more than 2%, and the UK’s FTSE 100 rose 1.78%.

Today, the Asia-Pacific market opened strong and stayed that way. By the close, South Korea’s Kospi index skyrocketed 8.4%, while Japan’s Nikkei 225 index rose more than 5%. The Shanghai Composite rose nearly 1.5%, the Shenzhen Component rose 1.7%, and the ChiNext rose nearly 2%. Among them, storage-chip concept stocks saw a collective surge. Samsung Electronics in South Korea jumped more than 13%, and SK hynix rose more than 10%; in Japan, Kioxia rose more than 14%, and Advantest rose more than 10%. In A-shares, storage-chip concept stocks also moved in tandem: by the close, Zhongjing Electronics and Boseng Shares hit the daily limit; Jiguang Technology rose more than 12%, while兆易创新, Huan gzhou Company, Jingzhida, and Shenkeda also climbed strongly.

On the day, the storage-chip sector received three major positive catalysts: first, U.S. President Trump and officials from Iran both signaled a willingness to end the Middle East conflict, causing the market’s focus to shift back to the industry’s own boom cycle for storage chips; second, the latest data shows that South Korea’s chip exports in March kept surging, indicating that global demand for storage chips remains strong; third, OpenAI completed a $122B financing round, higher than the $110B it previously announced. This funding will be used to support OpenAI’s massive data center construction, further boosting demand for storage chips.

Storage-chip concept stocks soared collectively

Storage-chip concept stocks, which have recently been under heavy pressure, saw a blowout rally today. By the close, Samsung Electronics rose 13.43% and SK hynix rose 10.66% in South Korea; in Japan, Kioxia rose 14.26% and Advantest rose 10.67%.

Driven by chip stocks, the Kospi index in South Korea surged as much as 9%. Earlier, South Korean equities had fallen for four straight days, with major indexes hovering at the edge of a bear market. After Trump said he would end the war with Iran within two to three weeks, global market sentiment was relieved. The White House said Trump will deliver a speech at 9:00 p.m. Washington time on April 1 to provide the latest update on the Iran war.

Eugene Asset Management Chief Investment Officer Ha SeokKeun said that the rise in the South Korean stock market was due to “a shift in global risk appetite driven by the rebound in U.S. stocks, with the rally in tech stocks lifting Korean stocks.” In addition, a technical rebound triggered by short-term oversold conditions was also at work, causing short-covering and bargain buying.

Also, data released on Wednesday showed that South Korea’s exports continued to grow rapidly in March. Strong chip demand helped the South Korean economy maintain resilience amid rising external risks as the Iran war escalated.

In March, South Korea’s total exports reached $86.13B, up 48.3% year over year, breaking through the $80B mark for the first time. Imports grew 13.2% year over year to $60.4B, and the trade surplus for the month was $25.74B.

Among them, semiconductor exports rose 151.4% year over year to $32.83B, crossing the $30B mark for the first time and setting a record high.

South Korea’s Ministry of Trade, Industry and Energy attributed the strong performance in the chip industry to ongoing global demand driven by elevated storage-chip prices and large-scale investment in artificial intelligence (AI) data centers.

The latest data indicates that, despite rising energy prices and greater resistance stemming from geopolitical uncertainty, South Korea’s export engine is still operating at high speed.

Another positive catalyst for the storage-chip sector comes from AI giant OpenAI. OpenAI announced on Tuesday local time that its record-breaking financing round has been completed, with a post-investment valuation of $852B. The total amount of this round is $122B, higher than the $110B the company announced in February. OpenAI said this financing round is led by strategic partners Amazon, Nvidia, and SoftBank. It is understood that the funds will be used to support OpenAI’s massive data center buildout.

The additional $12B in capital raised by OpenAI comes from a wider group of investors. OpenAI said it expanded participation opportunities to investors via bank channels for the first time, and raised $3B from individual investors.

OpenAI said: “Moments like this are not common. The capital deployed today is helping build the infrastructure layer that constitutes intelligence itself. Over time, these values will flow back into the economy—benefiting enterprises, communities, and increasingly individuals.”

U.S. Secretary of State: We’ve seen the “finish line” for the Iran conflict

Investor expectations that the Iran war may be nearing an end have boosted risk appetite in the market.

According to a report by Xinhua News Agency citing Iran’s Islamic Republic News Agency on April 1, Iran’s Foreign Ministry spokesperson said Iran has communicated its position to mediators regarding “this war imposed on Iran.” Iran’s foreign minister Araghchi said he received a “private message” from U.S. President Trump’s envoy Witko fkov, but that does not mean negotiations.

According to Xinhua, U.S. Secretary of State Rubio said on March 31 that the United States has already seen the “finish line” of the Iran conflict.

Rubio said in an interview with Fox News that, “We can see the finish line. Not today, not tomorrow, but it’s coming.”

Rubio said that U.S. forces have basically destroyed Iran’s air force and navy, are pushing to achieve the goal of destroying a substantial portion of Iran’s missile launchers, and are working to destroy Iran’s defense-industrial infrastructure that produces drones and missiles.

Earlier that day, Trump said the U.S. may end its military operations against Iran within two to three weeks, “We’re going to withdraw soon.” The U.S. White House said Trump will deliver a nationwide address on April 1 at U.S. Eastern Time and provide an “important update” on the Iran matter.

Also, according to CCTV News, on March 31 local time, FIFA President Infantino said that although Iran has continued to experience armed conflict with the United States, the co-host of the World Cup, Iran will still take part in the World Cup in the United States in June as scheduled. Infantino said he will do his best to support Iran’s team.

Under the schedule, Iran was supposed to play all of its matches in Group G in the United States, with two in Los Angeles and one in Seattle. Previously, the Iranian Football Federation had insisted on moving all three of the team’s World Cup group-stage matches from the United States to Mexico. Iran’s Ministry of Sport has banned the national team and club sports teams from traveling to countries it deems hostile until further notice. Mexican President Sheinbaum also said that if FIFA agrees, Mexico can host the matches of the Iranian team at the 2026 World Cup. Infantino said Iran will participate in the World Cup, and the matches will be held at the originally scheduled venues according to the draw results.

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