韩国股市，年内上涨近45%

Group 1 - The South Korean Composite Stock Price Index (KOSPI) has reached a new milestone by surpassing 6000 points, driven by a surge in global demand for memory chips, benefiting major companies like Samsung Electronics and SK Hynix [1][4] - The KOSPI has seen a cumulative increase of nearly 45% since 2026, making it the best-performing major market globally [1] - The market capitalization of the South Korean stock market has exceeded $3.76 trillion, surpassing France to become the ninth largest globally [4] Group 2 - Analysts note that the South Korean stock market, previously overlooked by foreign funds due to low valuations, is now gaining attention, with hardware manufacturers driving market growth rather than software stocks [7] - A legislative reform requiring companies to cancel treasury stocks is expected to support the upward trend in the stock market [7] - The recent U.S. Supreme Court ruling that overturned tariffs is seen as a positive factor for South Korean exporters, particularly in electronics and components [7] Group 3 - There are early signs that domestic retail investors, who traditionally preferred U.S. stocks, are returning to the South Korean market, which could drive the next wave of growth [8] - Despite the rapid increase in the stock market, some observers are closely monitoring valuation levels [8] - Analysts remain optimistic about the continued benefits for Samsung and SK Hynix from ongoing memory chip shortages and AI demand, with target prices for these companies being raised by major financial institutions [10] Group 4 - Nomura Securities has raised its target for the KOSPI to 8000 points for the first half of the year, citing factors such as the memory supercycle and strong earnings in AI and defense sectors [10] - The path to 8000 points will depend on the South Korean government's ability to implement promised reforms through multiple amendments to the Commercial Act [10]