Global technology is heating up, and public funds are accelerating their layout on the Korean track.

With the continued rise of the global AI industry, South Korea's technology track continues to attract cross-border funds with its own characteristics. In this context, fund companies are continuously launching various Korean-themed ETFs, while actively increasing their Korean positions in equity QDIIs. Industry insiders believe that current South Korean stock valuations are lower than those of US stocks, combined with the long-term dividend of the global AI industry, there is room for valuation recovery in the market. However, in response to the recent speculation on South Korean-themed ETF products, some fund companies have begun to warn of investment risks.