Korea's AI chip market is now the opening bell for global stocks
• South Korea's $4 trillion market has become a critical leading indicator for global AI sentiment, with the correlation between the Kospi and Nasdaq nearly tripling its five-year average. • JPMorgan's Asia strategist recently presented on Korea to the global team for the first time in 14 years, highlighting the region's increased importance to international investors. • The influence of Korean stocks has expanded into 24-hour trading cycles, bolstered by SK Hynix’s US listing and the strategic importance of AI chips.
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