Group 1 - South Korean retail investors have significantly increased their investments in US stocks, with a record inflow of $10.2 billion from January to March 20, 2023, marking the highest quarterly inflow since 2011 [1] - The US stock market has experienced a downturn since early 2023, with the Dow Jones index down 1.31% and the Nasdaq index down 7.91% as of March 24, 2023 [1] - Notable declines in major US stocks include Apple, Nvidia, and Tesla, which fell by 12.74%, 12.35%, and 38.41% respectively [1] Group 2 - South Korean investors have particularly favored heavily discounted stocks like Tesla, investing a net total of $2.2 billion in Tesla shares since the beginning of the year [1] - Additionally, they invested $1.7 billion in a leveraged ETF that aims to double the returns of Tesla, along with significant investments in Palantir Technologies Inc., Nvidia, and other semiconductor-related leveraged ETFs [1] - Despite the substantial inflow of funds, the value of their holdings in these ETFs remains below the levels seen at the end of 2024, indicating a sharp decline in the valuations of their investment targets [1] Group 3 - In a related trend, South Korean investors have also shown increased interest in Chinese stocks, with a monthly trading volume of $782 million in February 2023, nearly doubling from the previous month [4][5] - This surge in investment in Chinese stocks has been driven by the rapid development in advanced technology sectors, capturing the attention of overseas investors [4] - Among the top ten overseas stocks purchased by South Korean investors from February 17 to 28, six were Chinese stocks, primarily from leading companies in electric vehicles, artificial intelligence, and semiconductor industries [5]
韩国散户大手笔“抄底”美股,特斯拉回调明显获追捧