Semis and AI strength plus Kospi 10,000 hopes drive market talk
Global liquidity and Middle East backdrop put long-term semiconductor cycle outlook at center of Korea market debate
- 1.AI and semis strength leads market gains
- 2.Semiconductor cycle seen lasting 5-10 years
- 3.Calls for Kosdaq structural overhaul
- 4.Stress on global liquidity and rate linkage
- 5.No confirmed schedule
“I’m even calling for 10,000 these days.” — 김작가 TV
“This isn’t a semiconductor market... look bigger” — 삼프로TV 3PROTV