Odaily Planet Daily News Friday morning, South Korea's KOSPI index once surged 17%, mainly benefiting from a new wave of investment enthusiasm in global semiconductor stocks. The South Korean market is experiencing severe volatility due to repeated fluctuations in leveraged trading. The KOSPI index once rose 17% to 6,545.15 points, after three consecutive days of declines to its lowest level since April 7. Samsung Electronics shares rose over 26%, and SK Hynix rose over 29%, both setting record single-day gains. These two chip companies together account for more than half of the KOSPI index by market capitalization. On Thursday, the U.S. Philadelphia Semiconductor Index rose 8%, Micron Technology surged 18%, and Microsoft's strong earnings pushed its shares up 15%, the biggest gain in 18 years, sparking a remarkable rally in semiconductors. In the broader Asian markets, other tech-heavy indices also rose sharply, with the Nikkei 225 up over 5% and Taiwan's Weighted Index up 7%. (Jin Shi)

Odaily报道 据 Gate 数据，长鑫科技盘中市值突破 4 万亿元，现涨 14.3%，报 60.49 元，股价再创新高，成交额达 88 亿元。

Odaily News, July 31: The A-share memory chip sector opened significantly higher, with GigaDevice, Demingli, Taiji Industrial, and Puran Semiconductor hitting the daily limit during the call auction. Multiple stocks, including Changxin Technology, Beijing Junzheng, Biwin Storage, Longsys, and Dapu Micro, rose over 10%.

Odaily reported that according to Gate data, South Korea's KOSPI index surged 16.00% intraday, now at 6,489.83 points. SK Hynix surged 25% intraday, now at $1,183.

Odaily reported that according to Gate data, South Korea's KOSPI index surged 15% intraday, with SK Hynix rising 26% and Samsung Electronics up 21%.

Odaily Odaily News According to MSX.COM data, most of the holdings of the fund Situational Awareness, managed by AI stock god Leopold, have been sold off today. According to its 13F report for the first quarter of 2026 (as of March 31) previously submitted to the US SEC, multiple heavyweight stocks held by the fund saw significant gains today. Among them, CleanSpark (CLSK) rose over 19%, Riot Platforms (RIOT) rose 23.70%, Core Scientific (CORZ) rose over 21%, IREN Ltd (IREN) rose over 26%, and CoreWeave (CRWV) and Sandisk (SNDK) both rose over 22%.

Odaily reports that, according to data from MSX.COM, the rally in the U.S. stock semiconductor sector has further expanded, with the Philadelphia Semiconductor Index rising to 9% and the Nasdaq Composite Index currently up 2.6%. Micron Technology (MU.O) surged over 16%, AMD (AMD.O) gained more than 15%, and Intel (INTC.O) rose over 14%.

According to MSX.COM data, the U.S. stock storage sector has further strengthened: SK Hynix's stock price rose 15.85%; Micron Technology rose 15%; SanDisk rose 21.15%; Western Digital rose 16.87%; and Seagate Technology rose 15.84%.

Odaily reports that US semiconductor stocks continue to strengthen, with the Philadelphia Semiconductor Index rising over 8%, Applied Materials up over 15%, Micron Technology up 14%, AMD up over 13%, Intel up 12%, and ASML and TSMC both up over 7%.

According to data from MSX.COM, SanDisk's stock price gains expanded to 20%, following four consecutive days of sharp decline.

Odaily reported, according to MSX.COM data, the storage sector's gains expanded, with SanDisk surging over 19%, Seagate Technology rising nearly 17%, Western Digital increasing over 16%, SK Hynix climbing nearly 11%, and Micron Technology gaining over 11%.

According to data from MSX.COM, the storage stock sector rebounded sharply, with SanDisk up over 14%, Seagate Technology up nearly 14%, Western Digital up over 11%, SK Hynix up nearly 9%, and Micron Technology up over 7%.

According to data from MSX.COM, Microsoft stock surged 12% in early trading, marking its biggest single-day gain since 2020.

Odaily reported that according to insiders, Situational Awareness, a hedge fund founded by former OpenAI researcher Leopold Aschenbrenner with $24 billion in assets under management, is successively closing out multiple trades and scrambling to raise funds after a sharp decline in AI concept stocks and losses on bets against software stocks.

Insiders said Situational Awareness has suffered significant losses in recent weeks. The value of its AI infrastructure investments, such as SK Hynix, has fallen, while its short positions against software companies like Adobe have experienced substantial losses. It is currently unclear whether the fund is negotiating asset sales to meet margin calls or has already begun a broader liquidation of its entire portfolio.

Insiders also noted that the fund is attempting to raise liquidity by selling stakes in unlisted companies, including its shares in Anthropic. The specific size of the fund's intended sale of Anthropic shares remains unknown, but sources familiar with the transaction process said potential buyers have expressed interest in acquiring part or all of the stake. (CNBC)