冲刺5000点，韩国股市“开年红”，李在明能否推动经济回暖

Group 1 - The Korean stock market has shown strong performance at the beginning of 2026, with the KOSPI index breaking the 4600-point mark and closing at 4586.32 points on January 9, up 33.95 points from the previous day [1] - President Lee Jae-myung's commitment to improve corporate governance and modify business laws aims to push the KOSPI index above 5000 points, with analysts suggesting this could happen within the month [1] - The rise in the KOSPI index is significantly driven by the AI boom and the recovery of the semiconductor industry, with major companies like Samsung Electronics reporting substantial profit increases [3] Group 2 - The Korean government has implemented economic measures, including a 150 trillion won fund to stimulate high-tech industry innovation, addressing economic stagnation and aging population issues [4] - Reports indicate that the KOSPI index's rise is not solely due to tech stocks, as non-tech sectors like nuclear power and defense are also contributing to long-term growth trends [3] - Despite the positive outlook, concerns about potential AI bubbles and capital outflow risks have been raised, with foreign investment in the Korean stock market reaching a six-year high [5][7] Group 3 - Economic forecasts for Korea suggest a GDP growth target of over 2% for 2026, with optimistic predictions from Citibank indicating a potential growth rate of around 2.2% [6] - The implementation of new regulations and reforms is expected to be crucial for corporate performance in the latter half of the year, as most reforms will take effect then [6] - A survey indicates that many large Korean companies plan to reduce domestic investments and increase overseas spending starting in 2026, raising concerns about capital outflow [7]