Jay Qian

TradingKey - During the Asian trading session on June 22, Japanese and South Korean stock markets fell before rebounding. Dragged down by news of a stalemate in US-Iran negotiations over the weekend, both markets opened lower in early trading. However, market sentiment recovered quickly in the afternoon following news that the talks had made substantial progress. The Nikkei 225 Index surpassed 72,000 points for the first time, setting a new intraday record high. South Korea's KOSPI Index erased an early decline of nearly 2% to turn positive, reclaiming the 9,100-point mark.

TradingKey - During the Asian trading session on June 22, SK Hynix rose over 6% at one point to 2.944 million KRW, hitting a new historic high, with its market capitalization surpassing 2,000 trillion KRW. The Hong Kong-listed Southern 2x Long SK Hynix ETF strengthened in tandem, with its intraday gains widening to 18% at one point to reach HKD 190.85. As of press time, SK Hynix shares were trading at 2.906 million KRW, up 5.14%.

TradingKey — According to South Korean media reports, approximately 30 executives and business heads from LG Group are scheduled to arrive today at Nvidia's (NVDA) headquarters in Santa Clara, California, to hold in-depth discussions on cooperation in the fields of physical AI and robotics. This visit comes just two weeks after LG Chairman Koo Kwang-mo met with Nvidia CEO Jensen Huang in Seoul on June 8, signaling that both parties have transitioned from high-level strategic dialogue to the stage of substantive implementation.

TradingKey - The geopolitical ceasefire between the United States and Iran on Monday, June 15, marked a major breakthrough, reopening the Strait of Hormuz and sending Brent crude down 4.8 percent to around 83 dollars per barrel, which significantly eased global inflation anxieties.

TradingKey - During the Asian session on June 22, Japanese and South Korean stock markets both opened lower. The Nikkei 225 opened down 0.26% at 71,067.15 points, while the KOSPI opened at 8,954.43 points, down 97.99 points or approximately 1.1%.

TradingKey - 2026 is a critical milestone for humanoid robots to transition from small-batch orders to large-scale mass production. Tesla's (TSLA) Optimus has entered the production line modification phase, while NVIDIA (NVDA), in collaboration with Unitree Robotics, has released the world's first open humanoid robot reference design. Robotics technology is accelerating its transition from laboratories to commercial scenarios. For investors, this is a long-term track in the making.

TradingKey - Since the start of 2026, the Philadelphia Semiconductor Index (SOX) has surged by nearly 90%, with memory chips serving as the primary driving force. Against the backdrop of the index's upward trajectory, the market capitalizations of the DRAM "Big Three" have successively surpassed the $1 trillion mark. Meanwhile, two individual stocks in the NAND sector have surged over 45-fold over the past year, and hard disk drive (HDD) manufacturers have also undergone a valuation re-rating driven by AI data storage demand. So, which has been the strongest performer in this AI memory supercycle?

TradingKey - On May 15, 2026, Japanese memory giant Kioxia Holdings officially announced its plans to list American Depositary Shares (ADS) on a U.S. stock exchange. Over the past year or so, this Toshiba "castoff" specializing in NAND flash memory has staged a meteoric rise from its rock bottom. Just 18 months post-listing, Kioxia's share price has surged over 62-fold cumulatively, with its total market capitalization surpassing Toyota to claim the top spot in the Japanese stock market.

TradingKey - On June 18, Eastern Time, European private equity firm EQT announced the acquisition of Berlin-based satellite launch service provider Exolaunch, with the transaction value undisclosed. On the same day, the Financial Times reported that EQT has reached an agreement to acquire British testing and certification company Intertek in a deal valued at approximately £10.6 billion.

TradingKey - During the Asian trading session on June 18, Japanese and South Korean stock markets hit historic milestones. The Nikkei 225 Index closed up 1.65% at 71,053.44, crossing the 71,000 mark for the first time. South Korea's KOSPI Index breached 9,000 points intraday and closed at 9,063.84, up 2.25%. Memory chip giant SK Hynix surged over 7% to hit a new record high, driven by news of its HBM4E sampling.

TradingKey - During the Asian trading session on June 18, South Korea's KOSPI Index broke above the key 9,000-point level for the first time in history, rising over 1.5% intraday, with its year-to-date cumulative gains now exceeding 110%.

TradingKey - On June 18, Seoul time, SK hynix announced that it has supplied samples of 12-layer stacked HBM4E to major customers. The company stated that, leveraging the development capabilities and mass production experience accumulated from previous generations of HBM, the sample delivery is progressing as planned. Moving forward, it will work closely with customers to ensure timely mass production.

TradingKey - On June 17, Eastern Time, the Federal Reserve’s dot plot sent a strongly hawkish signal. Renewed expectations of interest rate hikes weighed on the market, causing all three major indices to decline, with the Nasdaq falling for the second consecutive day.

TradingKey - During the Asian trading session on June 18, both Japanese and South Korean stock markets edged higher in early trading. The Nikkei 225 Index opened at 70,163.71 points, up 0.37%, while the Korea Composite Stock Price Index (KOSPI) opened 0.2% higher at 8,884.92 points.

TradingKey - As of June 16, Eastern Time, the Tema Space Innovators ETF (NASA) has delivered a cumulative return of approximately 32.7% since its listing on March 31. Leveraging its unique positioning as "the first pure-play space ETF to offer indirect exposure to pre-IPO SpaceX equity," the fund attracted over $3 billion in capital in just over two months, surpassing established peers to become the world's largest space-themed ETF. However, following SpaceX's (SPCX) IPO on June 12 and its subsequent surge of around 50% in the first three trading days, NASA's scarcity premium is rapidly eroding. Its share price has pulled back to $31.98 from an all-time high of $42.68 in late May, dropping over 9% on the first trading day post-IPO. The fund's future trajectory has now become a key focus for the market.

TradingKey - During the Asian trading session on June 17, Japanese and South Korean stock markets both opened lower but rebounded to close higher. The Nikkei 225 Index extended its strong performance to hit another record closing high, while South Korea's KOSPI Index rebounded strongly after opening sharply lower, posting significant gains at the close.

TradingKey - During the Asian trading session on June 17, Japanese media reported that as TSMC's (TSM) advanced process capacity continues to tighten, companies such as Google (GOOGL), AMD (AMD), BYD, and Tesla (TSLA) have recently increased their engagement with Samsung Electronics regarding foundry collaboration, leading to a significant increase in orders for Samsung's foundry business.

TradingKey - As the signing ceremony for the US-Iran ceasefire agreement on June 19 approaches, Bloomberg News and Iran's Mehr News Agency have successively disclosed the full text of the draft 14-point memorandum of understanding (MoU) between the US and Iran. This framework agreement, known as the "Islamabad Memorandum," aims to permanently end the conflict between the two sides that erupted in February 2026 and pave the way for negotiations on a final agreement lasting up to 60 days.

TradingKey - On June 16, Eastern Time, the new Federal Reserve Chair, Wash, will preside over his first monetary policy meeting since taking office. Combined with Japan’s interest rate hike, which has put pressure on carry trades, the U.S. stock market is marked by a strong sense of caution. The thr

TradingKey - Japanese and South Korean stock markets opened lower across the board during the Asian session on June 17. Japan's Nikkei 225 Index edged down on profit-taking after hitting an intraday record high yesterday, while South Korea's KOSPI Index underwent a technical correction after two consecutive days of sharp gains.