韓國總統李在明：必須加快芯片產業集羣相關行政流程。

Huatai Securities says near-term focus should be on Hong Kong names that are deeply oversold, carry heavy short interest and show marginal stabilization or improvement in earnings expectations—notably innovative drugmakers and electric utilities—and on high-dividend defensive banks. Innovative-drug fundamentals are still improving; global style rebalancing has triggered catch-up moves and short-covering may continue. Prioritise CXO names with positive guidance and leading drugmakers with strong BD potential. For the AI hardware chain, further near-term increases offer limited risk/reward; the next critical window is the US July earnings season, so adjust exposure according to unrealized gains. AI software is more a source of stock-specific alpha tied to model leadership. On a medium-term view, maintain a balanced allocation between sectors showing accelerating demand and undervalued reversal candidates.

YONHAP reports the Bank of Korea told a lawmaker that single-stock leveraged ETFs linked to Samsung Electronics and SK Hynix could raise market concentration, amplify price swings and reinforce one-way flows, noting the two firms account for over half of Korea's equity market cap and turnover. The central bank warned these products can magnify inflows/outflows as corporate performance or market expectations shift, enlarge retail losses on downturns, and trigger ETF redemptions or portfolio rebalancing that further destabilise underlying share prices. The Bank of Korea said it will step up monitoring of single-stock leveraged ETFs’ impact on the stock market and the financial system.