Anthropic has announced plans to proactively build industry partnerships, easing previous concerns about an "AI shock." Driven by a strong rebound in U.S. tech stocks overnight, Asian markets generally opened higher. South Korea's KOSPI index surpassed the 6000-point mark for the first time in history. The downward trend in gold prices slowed, with the metal stabilizing above $5,100.

Market sentiment continued to improve across Asia on Wednesday. The Nikkei 225 index opened 0.7% higher, while the KOSPI opened up 1%, leading gains in Asian markets during the early session. Over the past year, the KOSPI has accumulated a remarkable gain of 125%.

Compared to recent volatility among U.S. tech giants, South Korea's leading memory chip duopoly has demonstrated dominance. Over the past six months, SK Hynix's stock price has surged 300%, Samsung Electronics has risen 180%, while Nvidia's gain over the same period was only 8%.

This extreme divergence indicates that capital is aggressively chasing the most resilient segment of AI hardware—memory chips. The South Korean market is exhibiting a classic short-squeeze pattern characterized by rising spot prices alongside rising volatility. Although the RSI indicator reading of 79 suggests overbought conditions, frenzied options buying implies this speculative frenzy has not yet peaked.

However, after the U.S. market closes on Wednesday, Nvidia, a global bellwether in the AI sector, will release its latest earnings report. This report will not only determine the short-term fate of U.S. tech stocks but also provide crucial insight for global investors assessing the sustainability of the current AI fervor.

Against the backdrop of temporarily improved stock market sentiment, other asset classes showed muted performance. The U.S. dollar index held steady, while gold prices consolidated around $5,140.

Further updates will follow.