KOSPI +1.26% to 7,873, memory semis & AI demand reassessed
KOSPI climbed 7,775→7,873 with strong semis; BOK held rates at 2.5%
- 1.KOSPI signal range 7,775→7,873 (+1.26%)
- 2.Memory semis AI infra demand reassessed
- 3.KRW/USD 1,463→1,470 (+0.50%)
- 4.Samsung Elec·Hynix PER below 5x undervaluation discussed
- 5.US-China summit slated for May 14
“Big Tech memory suppliers are typically Korean: Samsung Electronics, Hynix” — 소수몽키
“Samsung Electronics valuation at 50,000 won. It's cheaper now than when it was at 50,000 won.” — 신사임당