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South Korea’s equity market has surged to record highs as investor enthusiasm for artificial-intelligence-related stocks lifts major tech names, mirroring similar moves in Taiwan. Yet the rally has not strengthened the Korean won, which remains weak amid differing currency drivers such as interest-rate differentials and capital flows. Meanwhile, the breakneck gains in flagship companies like Samsung and TSMC have prompted a more cautious reassessment among investors and analysts, with concerns about valuations, profit-taking and the sustainability of AI-driven momentum shaping a more measured market outlook.
5月股市飙升:为何人工智能热潮持续蔓延,这对投资者意味着什么 - Seeking Alpha
人工智能概念股的热潮推动韩国和台湾股市创下历史新高
为何在人工智能驱动的股市繁荣下,韩元依然疲软
三星、台积电在历史性的人工智能股涨势后引发市场冷静反思