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cover of episode Behind South Koreans’ growing interest in Chinese tech stocks

Behind South Koreans’ growing interest in Chinese tech stocks

2025/3/21
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Deep Dive

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Lee Chang-joo
主持人
专注于电动车和能源领域的播客主持人和内容创作者。
旁白
知名游戏《文明VII》的开场动画预告片旁白。
研究团队
Topics
研究团队:DeepSeek AI的发布对韩国产业发展具有警示作用。 主持人:中国科技产业的快速发展,特别是DeepSeek AI的出现,以及电动汽车和月球探测等领域的突破,导致韩国投资者对中国股票的投资大幅增加。 Lee Chang-joo:韩国投资者对中国科技股的兴趣日益增长,这与韩国独特的投资文化、财阀主导的经济结构、收入不平等、社会竞争激烈以及对高回报的追求密切相关。美国科技股的波动也促使投资者寻求多元化投资。虽然中国市场存在一些风险,例如中美贸易摩擦和监管风险,但中国科技公司的增长潜力仍然吸引着韩国投资者。韩国投资者可以通过经纪平台和ETF等渠道投资中国科技股。 旁白:中国科技创新正在重塑全球产业格局,DeepSeek AI的出现只是其中一个例子,反映了中国科技实力的崛起。

Deep Dive

Shownotes Transcript

South Koreans have long been known for their passion for investing, and in November 2024, individual investors hit a major milestone—pouring over $100 billion into the U.S. stock market. But as 2025 began, the tide started to turn. A wave of American tech stocks stumbled following the release of China’s AI chatbot, DeepSeek, shaking up market dynamics. Now, South Korean retail investors—always on the hunt for the next big opportunity—are shifting their focus toward China’s surging tech sector. In this episode, Lee Jungjoo, a reporter at The Korea Herald, unpacks the factors fueling South Korea’s growing appetite for Chinese stocks—and what it means for the future of global markets.