韩国股市热辣滚烫！今年已累计上涨44%，机构看向8000点

Group 1 - Nomura expects the Korea Composite Stock Price Index (KOSPI) to reach 8000 points in the first half of 2026, while JPMorgan predicts it will hit 7500 points this year [1][5] - The KOSPI index has surged past 6000 points for the first time on the 25th, with a year-to-date increase of 44% and a 12-month increase of 130% [1][3] - The recent rise in the KOSPI is attributed to the performance of South Korean chip stocks benefiting from the global AI boom, with major companies like Samsung Electronics and SK Hynix seeing stock price increases of approximately 70% and 60% respectively [3][5] Group 2 - The South Korean government's corporate governance reform plan aims to enhance shareholder returns and improve accountability within boards, contributing to the stock market's upward trend [3][4] - The ruling Democratic Party is pushing for amendments to the Commercial Act, which would require companies to cancel treasury shares within a year after buybacks, as part of investor-friendly reforms [4] - The bull market in South Korea is also supported by global investors diversifying away from dollar assets and the overall strength of the Asia-Pacific stock market, with the MSCI Asia Pacific Index rising by 6.3% this month [6]