韩国股市周四大幅上涨，韩国KOSPI指数进入技术性牛市，全球AI交易热潮卷土重来，推动韩国股市在上月经历历史性抛售后强劲反弹。
KOSPI指数早盘一度上涨超过4%，较7月30日低点的反弹幅度约为23%。指数权重股三星电子和SK海力士领涨，两大芯片巨头分别上涨超过4%和7%。
Fundstrat Global Advisors表示，随着韩国大型存储芯片制造商重新走强，韩国股市的反弹可能仍有进一步空间。该公司技术策略主管Mark Newton表示，受三星电子和SK海力士股价上涨推动，iShares MSCI South Korea ETF已经突破关键技术位，改善了韩国股市短期前景。更重要的信号可能来自存储芯片股本身。
Fundstrat表示，在近期科技股抛售中跌幅最为惨重的板块之一就是存储芯片股，而如今这类股票开始跑赢整体科技板块，这是自6月以来首次出现这种情况。
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