The AI boom dominated the first half of the year in Japanese and South Korean stock markets, with South Korean stocks doubling in six months. The second half may prioritize AI infrastructure.

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Mars Finance News, June 30 — Japanese and Korean stock markets officially closed for the first half of the year.
Looking at the first half, AI investment has been an undisputed hot theme. Memory chip stocks, represented by Samsung and SK Hynix, saw half-year gains of 180% and 310% respectively. These two stocks carry enormous weight in the Korean stock market, driving the KOSPI to an accumulated gain of about 100% in the first half, repeatedly hitting new cyclical highs.
On the other hand, driven by multiple factors such as corporate reforms, AI, and the semiconductor industry chain's prosperity, the Nikkei 225 has gained about 40% year-to-date, and the TOPIX has gained about 17%. Tech stocks have been the main driving force, with chip testing equipment manufacturer Advantest rising about 65% and chip manufacturing equipment maker Tokyo Electron rising over 120% this year.
Notably, in recent days within the Asia-Pacific and U.S. stock markets, AI upstream infrastructure equipment and raw materials have emerged as a new force, benefiting from the "South Korea's 800 trillion won expansion news." Looking to the second half, "AI infrastructure" may become the direction for switching targets under the same AI theme.
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