韩国股市领跑全球基准指数，录得1999年以来最强涨幅

Core Insights - The South Korean stock market experienced a historic revival in 2025, with the KOSPI index rising by 76%, significantly outperforming the S&P 500's 17% and the MSCI Asia Pacific Index's 25% [1][8] - Analysts predict further growth in the Korean stock market, with major firms like Citigroup, JPMorgan, and Nomura forecasting at least a 20% increase in 2026, supported by strong earnings growth [1][8] Sector Performance - Artificial Intelligence Shadow Stocks: Companies like Hyosung Heavy Industries and Doosan Enerbility saw stock prices surge over 320% due to the increasing demand for power from AI data centers, despite high valuations [3][10] - Storage Chip Sector: Samsung Electronics and SK Hynix had remarkable performances, with stock prices increasing by 125% and approximately 270% respectively, driven by a surge in demand for high-performance chips [4][11] - Defense Sector: South Korean defense companies gained traction due to increased defense spending in Europe and Asia, with Hanwha Aerospace's stock rising nearly 200% and Hanwha Ocean's by 204% [4][11] - K-Beauty Sector: APR Group, a beauty company, saw its stock price soar by 362%, surpassing major competitors like Amorepacific and LG Household & Health Care [5][12] Underperforming Sectors - Gaming Industry: Game developers like Crafton and Netmarble faced significant declines, with Crafton's market value shrinking by about 20% and Netmarble's stock dropping over 30% due to limited market appeal in Asia [7][13] - Electric Vehicle Supply Chain: The EV sector struggled, with companies like Enchem experiencing a stock drop of approximately 50%, exacerbated by a shrinking demand for electric vehicles and technological gaps with Chinese competitors [7][14]