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#0成本拿2股SK海力士 Samsung and SK Hynix are too strong, Goldman Sachs has started warning⚠‼️
SK Hynix and Samsung currently account for a combined weight of up to 60% in the Korean KOSPI index.
Goldman Sachs warns that for every 1 percentage point increase in weight, overseas investors will withdraw $2B from the Korean market.
Another institution also warns that the current weight is too large and volatility is severe. Once it falls below a certain level, Korean retail investors may face the risk of margin calls.
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