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Goldman’s Moe Sees 80% Upside for Korean Stocks on Memory Boom
Source: Bloomberg
Artificial IntelligenceTechnology & InnovationCompany FundamentalsInvestor Sentiment & Positioning
Goldman Sachs reiterates a bullish stance on South Korean stocks, arguing investors are underestimating the duration of the AI-driven tailwind for the country’s memory chipmakers. The article suggests the AI boost may last longer than the market expects, supporting the strategist’s existing target.
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