Earthquake in Kyushu, Japan, has closed the runway at Kumamoto Airport.

随着AI投资将美国科技巨头与韩国存储芯片制造商的命运紧密相连，华尔街科技股走势与韩国股市之间的关联性正日益增强。韩国KOSPI指数与纳斯达克100指数的60日相关性近期升至约0.50，为2021年以来最高水平。这种日益密切的关系反映了三星电子和SK海力士日益增强的主导地位，两家公司合计占韩国KOSPI指数权重超过一半。Futurum Group分析师Rolf Bulk表示：“这种相关性的增强，是因为该指数已演变为一个半导体指数。”近期韩国芯片股涨势的规模和波动性，已经促使全球投资者将韩国市场视为更广泛AI交易趋势的重要风向标。不过，分析师提醒称，韩国和美国科技股之间的走势正在同步变化，而不是其中一方持续领先另一方。这种日益紧密的关联也伴随着风险。业内资深人士指出，相关性的增强削弱了投资者以往通过同时持有美股和韩股所寻求的多元化收益。Bulk表示：“韩国股市已无法再起到对冲美国科技股风险的作用。由于该指数一半的权重都与单一周期性主题挂钩，一旦超大规模云服务商削减资本支出，韩国市场受到的冲击将比大多数其他市场更为严重。”

Tata Power expects to build its first nuclear power plant by 2032 after India ended a decades‑long state monopoly on nuclear energy to boost energy security and decarbonisation. CEO Praveer Sinha said the company has identified sites in at least three states and could start construction as early as early 2028, subject to the government finalising rules for private entrants, targeting commissioning in 2032–33 as the country’s first private‑sector nuclear plant. The initiative forms part of India’s push to expand nuclear capacity amid rising power demand from AI and data centres and a broader global revival of nuclear investment.