疯抢中国大模型龙头 韩国股民又出手了

Group 1 - The core viewpoint of the article highlights that South Korean investors have significantly increased their purchases of Hong Kong stocks, particularly focusing on the leading Chinese AI model company, MiniMax-WP, which has become the top net purchase stock for South Korean investors in 2026 [2][3]. - As of February 10, 2026, South Korean investors have made substantial investments in various Hong Kong stocks, with MiniMax-WP receiving a net purchase amount of $20.67 million, followed by other stocks such as the Huaxia CSI 300 ETF at $19.18 million and Lattice Technology at $18.65 million [3][6]. - MiniMax-WP was listed on the Hong Kong Stock Exchange on January 9, 2026, and experienced an overwhelming response with a 1,837 times oversubscription in the public offering and a 37 times oversubscription in the international offering, indicating strong demand from both institutional and retail investors [4]. Group 2 - In 2025, the top net purchases by South Korean investors in Hong Kong stocks included Xiaomi Corporation with $87.75 million and Global X China Semiconductor ETF with $74.03 million, showing a shift in investment preferences compared to 2026 [5][6]. - The total commission for overseas stock trading by the 12 largest securities firms in South Korea reached a record high of 1.95 trillion KRW (approximately $1.3 billion) from January to November 2025, more than doubling from the previous year, indicating a growing trend in overseas investments among retail investors [7].