Core Viewpoint - Korean companies, particularly those in the global artificial intelligence supply chain like semiconductor manufacturers, are expected to see continued growth in stock demand next year, according to Kerry Craig, a strategist at JPMorgan Asset Management [1] Group 1: Market Sentiment - Concerns regarding capital expenditure levels in the market are emerging, but Craig believes this is not indicative of a bubble [1] - The current funding primarily comes from companies' own cash rather than debt, supported by actual demand and strong profit prospects, distinguishing it from the internet bubble era [1] Group 2: Market Valuation - Craig asserts that the Korean market is not "overvalued" compared to other markets [1] - A weaker dollar and the diverse technology company lineup in Korea, ranging from shipbuilding to defense, may contribute to a positive performance of the KOSPI index next year [1]
摩根资管策略师驳斥AI泡沫论，看好明年韩股表现
Ge Long Hui·2025-12-12 06:58