韩国KOSPI指数暴跌10%，SK海力士跌超13%，三星电子跌超12%。

CITIC Securities says the electronics sector has corrected sharply since July and valuations have fallen materially while industry fundamentals remain intact. Key drivers include stronger semiconductor-equipment order visibility, accelerating domestic compute orders and supply‑chain restocking, AI‑server demand lifting PCB and AI power‑supply cycles, and a clearer memory-price uptrend; supply‑chain opportunities are also spreading into consumer electronics. The report adds the selloff has pushed some quality names into valuation troughs, creating scope for earnings delivery and valuation re-rating.

现货黄金失守4050美元/盎司，日内跌幅0.65%。