https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/2026-06-18-korea-stock-market-2026-outlook.en https://www.youngju.dev/blog/2026-06-18-korea-stock-market-2026-outlook.en We examine the Korean stock market in 2026 through four axes: semiconductor weighting, the Value-Up program, foreign investor flows and the exchange rate, and governance reform. We weigh the bull and bear cases in a balanced way and organize the risks and checkpoints investors should monitor. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) korea-stockkospisemiconductorvalue-upinvestingmacro https://www.youngju.dev/blog/2026-06-18-korea-stock-market-2026-outlook.ja https://www.youngju.dev/blog/2026-06-18-korea-stock-market-2026-outlook.ja 2026年の韓国株式市場を、半導体の比重、バリューアッププログラム、外国人の需給と為替、ガバナンス改革という四つの軸から見ていきます。強気論と弱気論をバランスよく整理し、投資家が点検すべきリスクとチェックポイントをまとめます。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) korea-stockkospisemiconductorvalue-upinvestingmacro https://www.youngju.dev/blog/2026-06-18-korea-stock-market-2026-outlook https://www.youngju.dev/blog/2026-06-18-korea-stock-market-2026-outlook 2026년 한국 증시를 반도체 비중, 밸류업 프로그램, 외국인 수급과 환율, 지배구조 개선이라는 네 축으로 살펴봅니다. 강세론과 약세론을 균형 있게 짚고 투자자가 점검할 리스크와 체크포인트를 정리합니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) korea-stockkospisemiconductorvalue-upinvestingmacro