Global AI Rally Resumes as KOSPI Decouples

Global stock markets resumed their AI-driven rally and hit new highs, with U.S. and Taiwanese indexes repeatedly setting records this month, while the KOSPI has risen only 0.46% since August and sits about 27% below its June 22 peak. Analysts attribute the decoupling to heavy memory-chip dependence, a sharply stronger won and supply-demand gaps.

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