AI投资热度降温，外资撤离韩国股市

Popular Searches

Please try another search

Top Brokers

Image 1: Plus500

Plus500

4.9

★★★★★

Open Account

Read Review

eToro

4.8

★★★★★

Open Account

Read Review

Tools

Calendars * Economic Calendar * Holiday Calendar * Earnings Calendar * Dividend Calendar * Splits Calendar * IPO Calendar * Futures Expiry Calendar

Investment Tools

*   [Stock Screener](https://www.investing.com/stock-screener)
*   [Fed Rate Monitor Tool](https://www.investing.com/central-banks/fed-rate-monitor)
*   [Currency Converter](https://www.investing.com/currency-converter/)
*   [Fibonacci Calculator](https://www.investing.com/tools/fibonacci-calculator)

Foreign investors flee South Korean stocks as AI boom loses steam

AuthorSimon Mugo

Stock Markets

Published Oct 10, 2026, 10:23 PM

Foreign investors flee South Korean stocks as AI boom loses steam

View all comments (0)0

Foreign investors flee South Korean stocks as AI boom loses steam

View all comments (0)0

Image 3: © Reuters

In this article:

Investing.com -- South Korean stocks are struggling to attract buyers as enthusiasm for artificial intelligence-related investments fades, triggering heavy foreign outflows and a sharp decline in trading activity.

Track Asian stock markets with InvestingPro - now 50% off

Trading turnover in South Korea’s $4.3 trillion equity market has plunged 70% from its late-May peak, while the benchmark Kospi has fallen 22% in the second half of 2026, according to Bloomberg.

The reversal follows a first-half rally that made the Kospi the world’s best-performing major equity benchmark, driven largely by demand for AI memory chips.

Samsung Electronics and SK Hynix, which together account for more than half the index’s weighting, have become a source of vulnerability as investors question whether the semiconductor boom can continue.

Foreign investors have withdrawn $131 billion from Korean equities this year, the largest outflow among major Asian markets, according to exchange data compiled by Bloomberg.

Concerns over demand were evident when Samsung shares declined Thursday despite the company reporting a nearly ninefold increase in quarterly operating profit.

Market support from corporate share repurchases is also weakening. Samsung and SK Hynix are approaching completion of combined buyback programmes worth 55 trillion won ($41 billion).

Retail participation has similarly declined following July’s selloff.

Outstanding margin loans have fallen to approximately 33 trillion won from a June peak of 38.6 trillion won, while brokerage deposits have dropped to around 100 trillion won from nearly 140 trillion won.

Investors are increasingly favouring Taiwan, whose technology sector offers broader exposure to the AI supply chain.

Taiwan’s Taiex has gained 70% this year, outperforming the Kospi by approximately 23 percentage points last quarter.

UBS Global Wealth Management said it prefers Taiwan equities for tactical AI exposure, citing the market’s diversified technology hardware ecosystem and strong capital spending by major technology companies.

Despite the downturn, South Korea remains among 2026’s stronger-performing markets overall, supported by earlier gains and expectations of continued AI infrastructure investment.

Should you invest $2,000 in 000660 right now?

ProPicks AI evaluates 000660 alongside thousands of other companies every month using 100+ financial metrics.

Using powerful AI to generate exciting stock ideas, it looks beyond popularity to assess fundamentals, momentum, and valuation. The AI has no bias—it simply identifies which stocks offer the best risk-reward based on current data with notable past winners that include Super Micro Computer (+185%) and AppLovin (+157%).

Want to know if 000660 is currently featured in any ProPicks AI strategies, or if there are better opportunities in the same space?

See More Stocks

Foreign investors flee South Korean stocks as AI boom loses steam

View all comments (0)0

Latest comments

Post

Comment Guidelines

Loading next article…

Trade With A Regulated Broker

Indices Commodities Bonds Stocks

Max

US 30

51,703.90

+472.2

+0.92%

US 500

7,816.30

+50.8

+0.65%

Dow Jones

51,654.95

+423.31

+0.83%

S&P 500

7,811.54

+46.18

+0.59%

Nasdaq

27,366.17

+172.83

+0.64%

S&P 500 VIX

14.84

-0.57

-3.70%

Dollar Index

102.03

+0.010

+0.01%

Crude Oil WTI Futures

91.66

+0.17

+0.19%

Brent Oil Futures

104.42

-0.30

-0.29%

Natural Gas Futures

3.20

+0.040

+1.14%

Gold Futures

4,220.30

+63.30

+1.52%

Silver Futures

61.11

+1.690

+2.84%

Copper Futures

6.71

+0.1400

+2.17%

US Soybeans Futures

1,292.25

+4.75

+0.37%

U.S. 10Y

5.244

+0.011

+0.21%

U.S. 30Y

5.599

-0.008

-0.14%

U.S. 5Y

5.021

+0.030

+0.60%

U.S. 3M

4.159

+0.008

+0.19%

US 10Y T-Note Futures

104.59

-0.13

-0.12%

Euro Bund Futures

121.08

+0.41

+0.34%

10-2 Yield Spread

31.32

+4.15

+15.27%

AAPL

336.64

-3.78

-1.11%

NVDA

229.28

-1.20

-0.52%

GOOGL

351.66

+3.37

+0.97%

TSLA

382.70

+7.70

+2.05%

AMZN

262.43

+8.37

+3.29%

NFLX

70.30

-1.27

-1.77%

Name	Last	Chg. %	Vol.
MU	1,029.00	-0.66%	19.92M
NVDA	229.28	-0.52%	84.65M
SPCX	162.57	+1.25%	93.04M
TSLA	382.70	+2.05%	38.95M
AAPL	336.64	-1.11%	37.88M
MSFT	535.07	+2.38%	18.50M
AMZN	262.43	+3.29%	34.77M

Name	Last	Chg. %	Vol.
CCI	79.64	+15.60%	14.39M
MRNA	225.00	+14.21%	28.95M
HUM	431.87	+11.56%	4.99M
AMT	182.24	+9.30%	8.51M
SBAC	182.49	+7.34%	2.36M
DDOG	293.26	+7.11%	3.71M
AKAM	106.95	+6.00%	5.80M

Name	Last	Chg. %	Vol.
TMUS	148.58	-13.27%	19.03M
T	22.18	-10.82%	150.53M
VZ	41.65	-10.14%	95.17M
HPQ	30.20	-6.91%	16.70M
FMC	8.35	-6.39%	5.19M
CHTR	103.38	-5.74%	5.11M
FICO	667.58	-5.63%	1.09M

Trending Stocks

Name	Last	Chg. %	Vol.
PLTR	209.05	+5.17%	37.62M
MRNA	225.00	+14.21%	28.95M
SPCX	162.57	+1.25%	93.04M
MU	1,029.00	-0.66%	19.92M
NVDA	229.28	-0.52%	84.65M

ProPicks AI

AI-powered stock picks with a proven track record to beat the S&P 500.

Tech Titans

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Top Value Stocks

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Best of Buffett

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Energy Elite

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Financial Fortresses

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Quality Compounders

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Small-Cap Sprinters

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Healthcare Heroes

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Beat the S&P 500

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Dominate the Dow

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Mid-Cap Movers

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Mexican Stock Exchange Leaders

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Best Brazilian Stocks

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Italian Market Elite

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Alpha Germany Select

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Comments

Post

Comment Guidelines

Calendars

Economic Calendar Earnings Calendar Holiday Calendar

US Economy

Fed Rate Monitor Tool US Treasury Yield Curve

More Tools

Stock Screener Currency Converter

Markets Ask WarrenAI Stocks Picked by AI Watchlist Alerts Top Brokers Breaking News Tools

Install Our App Scan QR code to install app

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Mediawould like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes.Fusion Mediaand any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.

By using this site, you agree with our use of cookies. Please see our privacy statement for more information.