Korean stocks tumbled sharply and weakened for half a year. Famous speaker Ruan Muhua revealed the focus of Taiwan stocks today.

2026/10/13 06:54

South Korea's stock market, once the hottest target for artificial intelligence (AI) trading in the world, is now experiencing a rapid cooling. (File photo)

[Entertainment Channel/Comprehensive Report] Television finance guru Ruan Muhua posted on Facebook today (13th) that the Korean stock market has plummeted and the index has weakened. What should we observe in Taiwanese stocks today? Analyzing the resumption of trading in the South Korean stock market after a long holiday, the Composite Stock Price Index plunged 3.6% to close at 6384 points. It was once the most popular market for AI trading in the world, and is now experiencing a sharp cooling. Kospi led the world in the first half of the year, but has fallen by 22% in the second half of the year, becoming the world's worst-performing major stock market.

Ruan Muhua analyzed that the change in the attitude of foreign investors is the most obvious. He quoted statistics from Bloomberg that foreign investors have withdrawn funds from Korean stocks this year, ranking first among major markets in Asia. Some foreign investors bluntly stated that all the easy money to be made in the memory subject has been made, and their funds have taken profits on Korean AI stocks, and have switched to underweight positions on SK Hynix and Samsung Electronics.

Please read on...

In addition, Ruan Muhua mentioned that another pillar supporting the Korean stock market is also loosening, "According to JPMorgan Chase, Samsung and SK Hynix's share buyback plan totaling approximately US$41 billion is about to be completed. Of the approximately US$23 billion in buy orders in the Korean market last month, two The company's buybacks account for the majority. Once the buybacks end, the market will face an obvious buying vacuum. ASML has announced a 10% increase in parts prices for Korean customers, which will take effect in January next year, and both Samsung and SK Hynix have accepted it.

In terms of U.S. stocks, Ruan Muhua said that technology stocks were the worst-performing stocks on Monday, with the Philadelphia Semiconductor Index falling 2.7%, hitting a three-week low. The main drag comes from the memory community. Changxin Memory announced that it has made key progress on its new generation 4F² architecture and plans to launch server memory products before the end of this year, targeting the high-margin DRAM market used in AI servers. As soon as the news came out, Micron fell below the $1,000 mark and closed down about 4%; SanDisk fell nearly 6%, SK Hynix ADR fell more than 4%, and Seagate fell more than 3%.

From Korean stocks to Feiban, Ruan Muhua pointed out that the signals sent by the market are consistent: "The AI market has shifted from chasing growth to worrying that the peak has passed.

However, Taiwan is also different. The core of the decline in Korean stocks this time is that investment is overly concentrated in a few stocks. Taiwan's AI supply chain is much broader than Korean stocks, and TSMC represents logic chips and advanced packaging, and the demand logic is different. South Korea’s buyback vacuum is also a unique structural problem for Korean stocks. "

No need to draw, no need to grab. Now use the APP to read the news. You are guaranteed to win every day. Click me to download the APP. Click me to see the event details.