Despite a hot domestic market, South Korean investors have increased purchases on Hong Kong and mainland exchanges this year. Data shows they bought US$507 million in Hong Kong-listed shares and US$154 million in mainland-listed shares, focusing heavily on AI and semiconductor names.
Data from SEIBro, a portal operated by the Korea Securities Depository, shows that South Korean retail investors bought US$507 million worth of Hong Kong-listed shares and US$154 million of mainland-listed shares between January 2 and Monday. This year's buying has been heavily concentrated in AI and semiconductor names.
On mainland exchanges, semiconductor equipment maker Naura Technology was the top pick, drawing US$3.5 million in net buying. “I’m betting shares in this Chinese version of OpenAI will skyrocket,” said Roy Lee, a South Korean retail investor who recently bought MiniMax and holds more than 20 technology stocks globally.
Keywords mentioned include Gary Ng, DeepSeek, Montage Technology, CSOP Asset Management, MiniMax, SK Hynix, Samsung Electronics, Hong Kong, Natixis, Korea Securities Depository, Roy Lee, Kospi, Goldman Sachs, OpenAI, and Naura Technology. Despite a sizzling home market, investors are seeking opportunities in Chinese tech stocks.
