Compared to their investment strategies in 2025, Korean investors have notably shifted their focus. They have transitioned from mature tech stocks and Hong Kong market leaders to emerging tech enterprises. In early 2026, Korean investors embarked on a significant buying spree of Chinese stocks, with a particular emphasis on leading Chinese AI large model companies. By February 10, the Hong Kong Stock Exchange had released a list of the top ten stocks purchased by Korean investors within the year, based on purchase amount. Among these, MiniMax-WP, which debuted on the main board of the Hong Kong Stock Exchange on January 9, emerged as a favorite among both institutional and retail investors. Previously, the hashtag "Koreans start buying large quantities of Chinese stocks" trended on Weibo, reflecting the heightened interest of Korean investors in China's cutting-edge tech sector. Moreover, Citibank has expressed optimism about the Chinese market, while Goldman Sachs has maintained an "overweight" rating on Chinese stocks, forecasting that the widespread adoption of AI will fuel profit growth and attract further capital inflows.
