Stock Market Impact: Most Asian equity indices fell modestly due to fresh U.S. defensive strikes on missile sites in southern Iran, curbing optimism on a Middle‑East peace deal; however, South Korea’s KOSPI rose over 3% to a record 8,131.15 points, and Hong Kong’s Hang Seng gained 0.5%.
Listed Companies and Sectors: Samsung Electronics (KS:005930) climbed ~3% and SK Hynix (KS:000660) surged ~7% on AI‑related semiconductor demand; Huawei Technologies’ semiconductor design breakthrough lifted Chinese chipmakers Hua Hong Semiconductor (HK:1347) +14% and Semiconductor Manufacturing International Corp (SMIC, HK:0981) +10%.
Investment Flows: No explicit FDI/FPI data; however, the rally in Korean and Chinese semiconductor stocks may attract sector‑specific foreign portfolio inflows.
Interest Rates, Inflation, and Liquidity: No direct references to monetary policy, rates, or inflation in the article.
Fiscal or Monetary Policy: No fiscal or monetary measures mentioned; the only policy‑related comment is U.S. President Donald Trump stating negotiations with Iran are “proceeding nicely” without rush.
