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| HSI1 | 25,668.03 | 0.00 | -- |
| HSCEI1 | 8,531.58 | 0.00 | -- |
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2026-08-06 12:08:32 The recent listing of CXMT (688825.SH) has adversely affected sentiment toward South Korea memory stocks, but the fundamental impact remains relatively limited, CLSA said in a report. The market is concerned that CXMT's capacity expansion could weaken long-term supply discipline in the industry, while China's push for self-sufficiency may reduce the market share of South Korean suppliers. Although negative sentiment may weigh on valuation multiples of South Korean memory stocks in the short term, the broker expected the fundamental impact to remain limited as demand for AI-related memory chips stays strong. Structural, technological and geopolitical challenges still exist as CXMT narrows the gap with global peers. The broker maintained a positive view on Samsung Electronics and SK hynix. ~ AASTOCKS Financial News Website: www.aastocks.com | |