AI hype cools off, and South Korea’s KOSPI falls as the market re-prices.
In the first two weeks, AI trading was still the brightest star across the whole market, but this week the winds in Korean stocks have suddenly shifted. As the KOSPI dips, funds pull out from AI-related themes, and both Samsung and SK Hynix come under pressure.
It’s not that the AI thesis has turned bad—it’s just that it rose too fast and needs to digest. After U.S. AI giants reported earnings, they surged sharply; markets across Asia followed higher. Once sentiment hit the peak, a natural pullback followed. The AI sector in the crypto market is also under pressure—AI narratives are linked across global markets.
When stocks rise, talk about dreams; when they fall, look at the data. AI fundamentals haven’t changed—the only thing that changes is the cost basis.
#Korean stocks: KOSPI declines as AI boom cools
#韩股KOSPI因AI热潮降温下跌
进群聊持仓动态
In the first two weeks, AI trading was still the brightest star across the whole market, but this week the winds in Korean stocks have suddenly shifted. As the KOSPI dips, funds pull out from AI-related themes, and both Samsung and SK Hynix come under pressure.
It’s not that the AI thesis has turned bad—it’s just that it rose too fast and needs to digest. After U.S. AI giants reported earnings, they surged sharply; markets across Asia followed higher. Once sentiment hit the peak, a natural pullback followed. The AI sector in the crypto market is also under pressure—AI narratives are linked across global markets.
When stocks rise, talk about dreams; when they fall, look at the data. AI fundamentals haven’t changed—the only thing that changes is the cost basis.
#Korean stocks: KOSPI declines as AI boom cools
#韩股KOSPI因AI热潮降温下跌
进群聊持仓动态
