The tide of AI leverage liquidations is gradually receding, and the "Korean Wave" is rising again! Morgan Stanley bets on a 36% surge in KOSPI, while Citibank exclaims that the Korean stock market is soaring towards the "10,000-point era."
According to Zhitong Finance APP, as the forced deleveraging and liquidation approach their conclusion, signs of a new super bull market themed around AI computing power have begun to emerge once again. Wall Street financial giant Morgan Stanley has raised its rating on Korean stocks to "overweight," stating that the recent "deleveraging/liquidation of leveraged positions" has provided investors with a better entry point to reposition for themes related to AI computing power infrastructure and the industrial super cycle.
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