Morgan Stanley Reverses Semiconductor Outlook in Two Weeks as Foreign Investors Buy Samsung, SK Hynix

According to Korea Exchange, foreign investors net-purchased Samsung Electronics and SK Hynix shares throughout this week (as of July 22), marking a sharp reversal by Morgan Stanley from its earlier recommendation to reduce semiconductor holdings. The buying came after semiconductor stocks plunged on concerns that artificial intelligence-driven memory chip demand could cool faster than expected. Foreign investors seized the price decline as a buying opportunity.
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