野村：韩国Kospi指数明年上半年料触及5000点 受AI资本支出激增推动

Group 1 - Nomura forecasts that the South Korean benchmark Kospi index will rise to 5,000 points in the first half of 2026, driven by the semiconductor supercycle and ongoing corporate governance reforms [1][2] - The target price represents a 21% upside from the Wednesday closing level of 4,135 points [1][2] - Preferred buy recommendations for the first half of the year include Samsung Electronics and SK Hynix, followed by Hyundai Motor, Doosan Enerbility, Korea Electric Power Corporation, Samsung Biologics, and Hyundai Rotem [1][2] Group 2 - Nomura raised the target price for Hyundai Motor by 16% to 370,000 KRW, citing a narrowing valuation gap with peers [1][2]