UBS raises rating on South Korean stock market, optimistic about semiconductor earnings outlook

金十2026/03/05 03:43

Show original

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold. Trade now!

A welcome pack worth 6200 USDT for new users! Sign up now!

Golden Ten Data reported on March 5 that the Chief Investment Office of UBS Global Wealth Management stated in its report that after a significant decline earlier this week, the valuation of the South Korean stock market now appears more attractive. UBS upgraded its rating for local stocks to "attractive" after the South Korean stock market experienced a roughly 20% correction, noting that this correction reflects "technical deleveraging rather than a deterioration in fundamentals." UBS pointed out that, amid supply shortages, DRAM prices remain high, which will support strong earnings growth for South Korean semiconductor manufacturers. "Importantly, this momentum is not just a short-term phenomenon, but is driven by structural trends such as global AI infrastructure development, digital transformation, and South Korea's leading position in advanced manufacturing." UBS expects that by the second half of 2027, DRAM spot prices will nearly double, rising to $1.7 per Gb.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.

Trade now！

The Japanese Finance Minister stated that Ms. Komei herself has repeatedly requested her to clarify this position to overseas investors. This statement attempts to dispel the market’s perception that the Komei government interferes with the central bank or pursues a loose monetary policy. Last Wednesday, two committee members nominated by Komei opposed a Bank of Japan interest rate hike, further reinforcing the market’s view that the Japanese government tends to delay rate increases.

华尔街见闻•2026/09/25 22:26

HIFI Raises $37M Series A to Build Settlement Rails for Tokenized Money

Cryptopotato•2026/09/25 22:06

Report: Anthropic in talks to lease up to 1GW of data center capacity, with related investments of at least 40 billions dollars

According to media reports, Anthropic is considering renting up to 1GW of computing power from Stream Data Centers. The data center developer indicated that deploying a full 1GW of computing power would require an investment of at least 40 billion USD. Anthropic needs to provide financial guarantees for this lease and separately raise funds for the installed chips.

华尔街见闻•2026/09/25 22:06

With US Treasury yields rising and expectations of further rate hikes, bitcoin has surged 45% since July.

AiCoin•2026/09/25 21:51