Group 1 - The iShares Asia 50 Index ETF (AIA) has increased by 15.2% year-to-date, outperforming the State Street SPDR S&P 500 ETF (SPY), which only rose by 0.6% during the same period [3] - The iShares MSCI Korea Index ETF (EWY) has shown remarkable performance, with a year-to-date increase of 41.4% and approximately 151% over the past year, driven by Samsung Electronics and SK Hynix [3] - The KOSPI index in Korea has reached a historic milestone, surpassing 6000 points, primarily due to the demand for AI computing power benefiting key semiconductor firms [3] Group 2 - Goldman Sachs remains optimistic about the Korean market, predicting continued growth in the stock market through 2026, labeling it as the best-performing market in the Asia-Pacific region [4] - Economic growth forecasts for Korea in 2026 by institutions like the IMF, Bank of Korea, OECD, and Moody's range from 1.8% to 2.1%, with Moody's highlighting the benefits from the AI cycle boosting semiconductor exports and investments [4] - Moody's maintains a stable outlook on Korea's "Aa2" credit rating, reflecting confidence in the country's economic prospects [4]
AI存储周期引爆韩国股市 相关ETF成全球市场低调赢家
Huan Qiu Wang·2026-02-28 02:54