追踪韩国股市的三倍杠杆ETF Direxion Daily MSCI South Korea Bull 3x Shares (KORU) 今日盘中大涨5.07%，表现显著强于其基准指数。
消息面上，全球最大资产管理公司贝莱德近期将新兴市场股票评级上调至“增持”，并明确指出韩国股市是这一评级调整的关键驱动力。贝莱德全球首席投资策略师表示“绝对看好韩国股市”，主要原因是韩国身处人工智能（AI）硬件供应链的核心，市场需求旺盛，带动了企业盈利预期的惊人跃升。
与此同时，美伊冲突出现缓和信号，地缘政治风险降温，促使此前因战争恐慌而观望的“场边资金”大举回流韩国市场。数据显示，韩国投资者保证金账户余额已快速回升，而信用交易规模更是创下历史新高，资金高度集中在三星电子等半导体巨头板块，进一步提振了市场情绪和风险偏好。
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