Group 1 - The KOSPI index has shown strong performance since the beginning of 2026, breaking through the 4600-point mark and closing at 4586.32 points on January 9, 2026, with a rise of 33.95 points from the previous day [1] - President Lee Jae-myung's commitment to improve corporate governance and amend business laws aims to push the KOSPI index to exceed 5000 points, with analysts suggesting this could happen within the month [1] - The AI boom is identified as a significant driver of the current rise in the KOSPI index, with Goldman Sachs highlighting a new demand cycle driven by AI and the end of semiconductor inventory depletion as key factors [3] Group 2 - Samsung Electronics reported a substantial increase in its Q4 2025 operating profit, up 208.2% year-on-year, and a 22.7% increase in sales, indicating strong performance in the semiconductor sector [3] - The South Korean government has initiated a 150 trillion KRW fund to stimulate innovation in high-tech industries, addressing economic stagnation and an aging population [5] - UBS notes that the rise in the KOSPI index is not solely due to tech stocks, as momentum stocks in sectors like nuclear power and defense are also contributing to long-term growth trends [3] Group 3 - The South Korean government has set a GDP growth target of over 2% for 2026, aiming to make it a year of significant economic advancement [6] - Citibank forecasts that South Korea's economy could achieve a balanced state between overheating and cooling, with a growth rate of around 2.2% in 2026, supported by strong semiconductor exports and low energy prices [6] - Concerns about capital outflow are rising, as many large South Korean companies plan to reduce domestic investments and increase overseas spending starting in 2026, potentially adding pressure to the local economy [7]
冲刺5000点！韩国股市“开年红”，李在明能否推动经济回暖
Di Yi Cai Jing·2026-01-09 08:30