韩国股市领涨亚太股，外资“爆买”凸显亚洲股市吸引力

Group 1 - The South Korean Composite Index leads the Asia-Pacific stock market, having risen for six consecutive days, potentially setting a record for the longest streak since June 2022 [1][3] - The recent U.S.-China trade negotiations have alleviated market concerns regarding trade uncertainties, boosting investor confidence [3] - Factors contributing to the strong performance of the South Korean stock market include robust semiconductor exports, an upgrade in stock rating by Goldman Sachs, and a 7% appreciation of the Korean won against the U.S. dollar since April [3][4] Group 2 - Foreign investment in Asia has surged, with foreign investors buying approximately $10.65 billion worth of stocks in May, marking the largest monthly net purchase since February 2024 [4] - The MSCI Asia Pacific (excluding Japan) index earnings growth forecasts have been raised by Goldman Sachs for 2025 and 2026, indicating increased optimism in the region [4] - The attractiveness of Asian stock markets is driven by significant economic growth potential, valuation advantages, and supportive government policies aimed at stimulating economic development [4] Group 3 - The South Korean government's focus on strengthening corporate governance and shareholder return mechanisms addresses long-standing issues, enhancing market expectations [3] - The new government's emphasis on supporting strategic industries such as AI and biotechnology, along with capital market reforms, is expected to attract long-term capital inflows [3] - The overall outlook for the Asia-Pacific stock market remains positive, with expectations of continued upward trends driven by easing trade policy uncertainties and global capital inflows [5]