Woofun AI data shows that global stock markets experienced broad-based gains on Tuesday, driven primarily by the semiconductor sector. The Philadelphia Semiconductor Index closed up 5.21%, recording its largest single-day increase since June 22. Major U.S. indices also advanced, with the Nasdaq rising 1.29%, the S&P 500 up 0.89%, and the Dow gaining 0.74%. Individual tech stocks performed strongly, including Intel which surged 8.63% and Marvell Technology which rose 6.68%. In Asia, the Nikkei 225 climbed 3.26% and the KOSPI rose 3.56%, while China's STAR 50 Index jumped over 10%, marking its highest daily gain of the year.

Despite the market rally, geopolitical risks remain elevated due to escalating tensions between the United States and Iran, including consecutive military attacks and threats against nuclear facilities. These concerns contributed to a significant rise in international oil prices.

Concurrently, the USD/JPY exchange rate reached a 40-year low for the Yen, driven by the Bank of Japan's maintenance of loose monetary policy and the Federal Reserve's relatively high interest rates, which widened the interest rate differential and accelerated capital outflows from Japan.