Markets·October 25, 2026 at 3:44 AM EDT·1 source
Goldman Cuts Kospi 12-Month Target by 25% as AI Trade Unravels
GS -1.8%
GS · last 30 trading days-1.8% since the news
News
What happened
- Goldman Sachs strategists cut their 12-month target for South Korea’s Kospi Index by 25%.
- The reduction follows repeated target increases this year and comes as concerns over the artificial-intelligence trade intensify.
Kospi target reduction
25%
Why it matters
The change signals a more cautious view on South Korean equities and the AI-linked trade, relevant to markets and technology-focused investors.
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Timeline
- EarlierOct 21Goldman Sachs Says War Spurs Sevenfold Jump in Oil Freight Rates
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- EarlierOct 22SpaceX $40 billion debt deal gets pricey as AI fears spread
- EarlierOct 23Hedge Funds Log Widest Daily Drawdown Since Covid in Stock Rout
- First reported by Bloomberg12hGoldman Cuts Kospi 12-Month Target by 25% as AI Trade Unravels
Who is involved
Goldman Cuts Kospi 12-Month Target by 25% as AI Trade UnravelsGoldman Sachs Group Inc.GSKospi Index
Company
Sources (1)
Related
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