高盛策略师指出，由于经济增长前景稳健、美国利率下降和美元走软，韩国股市有望在未来一年继续强劲上涨。
高盛策略师在报告中写道，预计2026年韩国股市以美元计的总回报为23%，主要受益于企业盈利在有利宏观背景下将超预期增长，以及具备吸引力的主题投资机会。
预计韩国经济今年将回升，美国短期利率走低和美元走软往往会对亚洲股市，尤其是韩国股市，起到强劲的支撑作用。
高盛表示：“超大规模数据中心的资本支出正在推动半导体需求增长，导致DRAM和NAND存储芯片严重供不应求，进而推高半导体行业的价格和营业利润。”
青睐人工智能、美国再工业化、国防和公司治理改革等股票投资主题；继续超配科技硬件和半导体、资本商品、医疗保健、互联网媒体和娱乐行业。
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