The market's rapid rebound went beyond the simple easing of geopolitical tensions and served as an opportunity to reaffirm the market's strong trust in the expansion of AI infrastructure. News of the signing of a memorandum of understanding between the United States and Iran led to a decline in oil prices, alleviating concerns about inflation, which in turn led to an influx of buying into technology stocks. In particular, the surge in stock prices of memory semiconductor companies, led by Micron, reflects the market's confidence that demand for high-performance semiconductors for AI, such as HBM, still outstrips supply. Investors are now placing more value on the structural growth potential of the AI ​​industry than the uncertainty of war, which has resulted in the Philadelphia Semiconductor Index hitting an all-time high.

The Korean stock market is also gaining strong momentum at the center of this global boom. Major domestic semiconductor stocks, such as Samsung Electronics and SK Hynix, are once again leading the rally, raising expectations for a 10,000-point era in the domestic stock market. Among securities research center heads, there is prevailing optimism that the KOSPI's mid- to long-term upward trend will continue as semiconductor performance improves and the government's shareholder-friendly policy stance coincides. In particular, the fact that foreign investors are once again turning to the domestic market and recording large net purchases suggests that the Korean stock market is not simply swayed by external factors but is being recognized for its own fundamentals.

The changes in the global investment market are also clearly visible in the portfolio of Seohak Ants. Individual investors, who had neglected the U.S. market for a while thanks to the boom in the domestic stock market, were quick to return to the U.S. stock market as soon as they confirmed the strong profitability of the semiconductor industry. In particular, the huge amount of money flocking to 'SOXL', a leveraged product that tracks the Philadelphia Semiconductor Index's return rate by 3 times, means that individual investors are judging this semiconductor rally not to be a simple short-term rebound but a trend upward trend. However, given that such aggressive leveraged investments can be vulnerable to market volatility, a sophisticated strategic approach is required from investors.

Meanwhile, in this market trend, the emergence of new technology companies such as SpaceX symbolically shows the dynamism of the market. The fact that it shook up the market by entering the top 5 in market capitalization immediately after listing and surpassing Amazon suggests that the focus of investment is expanding beyond traditional big tech to include aerospace and future new industries. In addition, the case of the Nikkei index, which exceeded the 70,000 level for the first time despite the Bank of Japan's interest rate hike, clearly shows how much relief the resolution of policy uncertainty provides to the market. In this way, stock markets around the world are entering a new phase, riding the wave of huge changes such as normalization of interest rates and easing of geopolitical risks.