Goldman Sachs Cuts Kospi Target by 25% as AI Trade Doubts Deepen

Name: Goldman Sachs Cuts Kospi Target by 25% as AI Trade Doubts Deepen
Uploaded: 2026-10-25T13:05:51.510041+00:00
Description: Goldman Sachs Group Inc. cut its 12-month Kospi target by 25%, from 12,000 to 9,000, on or around Oct. 25, 2026, as doubts over artificial intelligence investment returns rattled Korean semiconductor stocks. The bank still sees more than 60% upside from current levels, framing the move as a valuation reset rather than a bearish call.

Goldman Sachs Group Inc. cut its 12-month Kospi target by 25%, from 12,000 to 9,000, on or around Oct. 25, 2026, as doubts over artificial intelligence investment returns rattled Korean semiconductor stocks. The bank still sees more than 60% upside from current levels, framing the move as a valuation reset rather than a bearish call.

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