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Nomura, JPMorgan bullish on Korean chips despite Kospi swings, betting on AI-driven memory boom
Brokerages are doubling down on Korean chip stocks like Samsung Electronics and SK hynix, despite the benchmark Kospi index plunging 7.57% on Thursday, triggering a marketwide trading halt. Sentiment rebounded Wednesday, with Samsung and SK hynix surging, as investors bet the AI-driven memory boom has further to run.
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