韩国和日本股市在7月31日迎来大幅反弹，韩国KOSPI指数一度暴涨超16%，刷新历史最大单日盘中涨幅1。其中SK海力士涨幅达24%，三星电子涨超20%1。日经225指数大涨超5%，一度暴涨超3200点1，软银股价一度上涨15%，触及日内涨停板1。
这轮反弹力度之猛与此前跌幅形成鲜明对比。7月29日，韩国KOSPI指数一度暴跌逾12%触发熔断1，7月以来月度跌幅高达33.19%，创历史最大单月跌幅纪录1。
支撑此次反弹的是多重利好消息的共同作用。韩国财政部7月31日宣布，将于明年成立新的主权财富基金，初始规模至少为20万亿韩元（约合140亿美元），重点投向人工智能、数据中心和基础设施1。SK集团会长崔泰源买入3620股SK海力士股票，价值约48亿韩元（约合320万美元）1。摩根大通指出去杠杆进程已完成约九成1。同时，隔夜美股科技股全面爆发也带动了亚洲市场反弹，微软7月30日发布强劲财报，股价暴涨超15%，单日市值增加约4500亿美元（约合人民币3万亿元）1。汇丰银行策略师认为当前正是将股票仓位提升至"最大超配"的时机1，全球股市距离历史高点仅约1%1。
South Korean and Japanese equities experienced dramatic recoveries on July 31, driven by a confluence of positive catalysts and oversold conditions following a severe selloff earlier in the month.1 The KOSPI index surged over 16% intraday, marking its largest single-day percentage gain on record, while the Nikkei 225 jumped more than 5%, at one point climbing over 3,200 points.1 Major technology stocks led the advance, with SK Hynix rallying 24% and Samsung Electronics climbing more than 20%.1 In Japan, SoftBank's share price rose as much as 15% and hit its daily limit-up level.1
The rebound followed extreme turbulence just two days prior, when the KOSPI had plummeted over 12% on July 29, triggering circuit breakers.1 The index had recorded a devastating 33.19% monthly decline through July, its worst month on record.1 Multiple supportive developments reignited investor appetite: South Korea's finance ministry announced plans to establish a new sovereign wealth fund with an initial capitalization of at least 20 trillion Korean won (approximately $1.4 billion USD) to focus on artificial intelligence, data centers, and infrastructure, set to launch next year.1 SK Group Chairman Chey Tae-won made a symbolic show of confidence by personally purchasing 3,620 shares of SK Hynix valued at around 4.8 billion Korean won (approximately $3.2 million USD).1 Additionally, JPMorgan Chase indicated that deleveraging of Korean asset-linked exchange-traded funds—which had ballooned to roughly $50 billion by late June—was approximately 90% complete.1 Overnight strength in U.S. technology stocks, including a 15% surge in Microsoft's share price following robust earnings on July 30 that added approximately $450 billion in market value, also provided tailwinds for regional markets.1 HSBC strategists characterized the moment as opportune to elevate equity positioning to maximum overweight, noting global stock markets remain within 1% of all-time highs.1
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