韩国交易所CEO表示加快清退“僵尸企业”，韩国股市涨势有望延续

Group 1 - The South Korean government is providing temporary tax incentives for retail investors who sell overseas stocks and reinvest the proceeds in domestic assets, with a tax exemption limit of 50 million KRW per person [1] - The CEO of the Korea Exchange, Jeong Eun-bo, stated that ongoing reforms to enhance shareholder returns and attract global capital are expected to sustain the recent bullish trend in the South Korean stock market, with the composite index potentially reaching 6,000 points [1] - As of December 30, 2025, the large-cap index in South Korea increased by 18.27% to 4,377.57 points, while mid-cap and small-cap indices rose by 5.91% and 0.87% respectively, widening the gap between large and mid-cap stocks from 1.18 times to 1.31 times, and between large and small-cap stocks from 1.74 times to 2.04 times [1] Group 2 - Major listed companies, including Hyundai Motor, have seen significant stock price increases, with Hyundai's stock rising by 61.89% due to activities surrounding the CES 2026 event, which showcased the humanoid robot "Atlantis" [3] - Investment sentiment has shifted from semiconductors to sectors such as automotive, nuclear power, and defense, but the concentration of leading stocks has hindered the broader market from benefiting, exacerbating the concentration phenomenon [3] - Analysts suggest that once the concentration of leading stocks eases, a cycle of purchasing undervalued domestic IT hardware and other domestic sectors may emerge, indicating a need to focus on strategic stocks in these areas [3]