Newsquawk Daily European Equity Opening News - 28th October 2026
Newsquawk ·
Asia-Pacific equities traded mostly higher, tracking overnight gains on Wall Street where the Nasdaq outperformed as technology shares brushed off recent artificial intelligence concerns. Market participants digested corporate earnings from SK Hynix while bracing for upcoming central bank policy decisions. Australia's ASX 200 erased early advances to finish flat as hotter-than-expected inflation figures and hawkish Reserve Bank of Australia rhetoric elevated expectations for a rate hike at the central bank's upcoming meeting. Japan's Nikkei 225 temporarily reclaimed the 64,000 threshold, driven by tech sector strength. South Korea's KOSPI outperformed on tech momentum, fueled by a stellar rally in SK Hynix shares after the chipmaker reported a 632% year-on-year surge in operating profit to a record 83.3 trillion Korean won, alongside revenue climbing 328% to surpass 100 trillion won for the first time. The firm also announced plans to return approximately 100 trillion won to shareholders this year. Meanwhile, Hong Kong's Hang Seng and the Shanghai Composite tracked the upbeat sentiment following continued liquidity injections from the People's Bank of China.
AI 시장 분석
Asian stock markets closed mostly higher on October 28, 2026, driven by Wall Street's tech strength and SK Hynix's record-breaking earnings. SK Hynix led the KOSPI higher, reporting an operating profit that surged 632% year-over-year to KRW 83.3 trillion and announcing a KRW 100 trillion shareholder return plan. Conversely, Australia's ASX 200 erased gains as higher-than-expected inflation data and the RBA's hawkish remarks heightened rate hike concerns. Investors should focus on volatility management while monitoring upcoming major central bank monetary policy decisions.
상승 영향
- Semiconductors — SK Hynix reported a 632% year-over-year increase in operating profit to KRW 83.3 trillion and announced a KRW 100 trillion shareholder return plan, expecting direct benefits.
- AI — Tech stocks completely shook off AI-related concerns, leading a rally in Nasdaq and Asian tech stocks, which is positive for earnings and share prices.
하락 영향
- Real Estate — Higher-than-expected inflation data and strengthened hawkish rate hike bets by central banks in countries like Australia face upward pressure on loan interest rates.
- Bonds — Downward pressure on bond prices persists due to inflation pressures and increased possibilities of additional central bank rate hikes.
DYAX 전담 분석
SK Hynix achieving an operating profit of KRW 83.3 trillion and a KRW 100 trillion shareholder return plan stimulated investment sentiment across the semiconductor sector, directly driving the tech rally in Asian markets. On the other hand, hot inflation indicators in Melbourne, Australia heightened tightening fears and strengthened rate hike bets, capping the upside for bonds and equities.
The future bullish scenario is robust AI demand and solid earnings leading additional gains centered on tech stocks, while the bearish scenario is global liquidity contracting due to unexpected hawkish rate hikes by central banks. Key indicators to watch are central bank rate decision results and additional inflation rates.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 66% · Bearish (Short) 34%
437 participants
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