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KOSPI shows an upward trend driven by the AI semiconductor rally and foreign capital inflow, raising expectations for advanced market entry, but some warn of a 'temporary boom' due to industry concentration and potential foreign capital outflow.

KOSPI Rises Driven by AI Semiconductor Rally and Foreign Capital Inflow

The KOSPI index, which had long been nicknamed 'Boxpi,' is seeing increased expectations of joining advanced stock markets, propelled by the Artificial Intelligence (AI) semiconductor rally and foreign capital inflow. According to the financial investment industry, the growth of the AI-related semiconductor sector has positively impacted the overall stock market, serving as a primary driver for the KOSPI's rise.

Concerns Over Industry Concentration and Potential Foreign Capital Outflow

Conversely, some market observers are raising caution that the current rally might be a 'temporary boom,' citing the excessive concentration of the recent upward trend in specific sectors like semiconductors and the persistent possibility of foreign capital outflow. The prevailing view in the securities industry is that the ascent was largely dependent on expectations for a few leading stocks, rather than the overall market strength.

*Source: 매일경제 (2026-05-29)*

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