智通财经APP获悉，追踪韩国ETF尾盘普涨，截至发稿，亚洲半导体(03319)涨2.75%，报164.3港元；南方港韩科技(03431)涨2.72%，报10.56港元；GlobalXTR韩国(02848)涨2.35%，报1853.5港元；三星环球半导体(03132)涨2.02%，报60.5港元。
消息面上，据市场媒体报道，受人工智能芯片需求持续火爆推动，韩国股市市值已超越加拿大，升至全球第七大股票市场。报道指出，三星和SK海力士2家芯片巨头占据韩国股指权重的45%，借着半导体需求热潮，韩国股市市值一举超越英国、法国等欧洲主要股市。受此影响，韩国综合股价指数今年迄今涨幅超70%，而以资源和金融股为主的加拿大S&P/TSX指数仅上涨7%。
花旗最新研报指出，该行将韩国Kospi指数目标位从7000点上调至8500点，反映出半导体行业盈利增长空间、财政刺激以及政府推动提升企业价值的举措。花旗表示，受半导体行业强劲增长带动的GDP增长以及韩国制造业基本面改善的推动，2026财年净利润预计将同比增长177%。花旗还表示，韩国存储芯片供应商将从定制化趋势和通过芯片长期协议延长的周期中受益。
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