AsSK Hynix Inc's (NASDAQ:SKHY) blockbuster U.S. debut draws fresh attention to South Korean equities,Siebert Financial Corp.(NASDAQ:SIEB) CEOJohn J. Gebbiabelieves American investors are only scratching the surface.
隨著SK Hynix Inc（納斯達克：SKHY）在美國市場的亮眼 debut 引發了對韓國股市的新一輪關注，Siebert Financial Corp.（納斯達克：SIEB）首席執行長John J. Gebbia認為，美國投資者目前只是觸及了表面。
While AI memory has become the face of Korea's stock market for many U.S. investors, Gebbia says the next wave of opportunity could stretch across industries ranging from defense and batteries to digital platforms and power infrastructure as cross-border investing becomes easier.
儘管人工智慧記憶體器已成為許多美國投資者眼中韓國股市的代表，但Gebbia表示，隨著跨境投資變得更加便利，下一波機遇可能橫跨多個行業，包括國防、電池、數字平台和電力基礎設施。
In an exclusive email interview with Benzinga following Siebert's partnership withKakao Pay Securities, Gebbia said investor demand is likely to extend well beyond the country's semiconductor champions as the firms work toward launching tokenized cross-border investment products.
在Siebert與Kakao Pay Securities達成合作後，Gebbia在接受Benzinga獨家電子郵件採訪時表示，隨著兩家公司致力於推出代幣化的跨境投資產品，投資者的需求很可能遠遠超出韓國的半導體龍頭企業。
AI Beyond Memory
超越記憶體器的人工智慧
Asked which South Korean companies could see the strongest demand for 24-hour trading access, Gebbia declined to name specific stocks but highlighted several sectors he believes are well positioned to attract U.S. investor interest.
當被問及那些韓國公司可能最受24小時交易通道需求的青睞時，Gebbia拒絕點名具體股票，但強調了幾個他認為有望吸引美國投資者興趣的行業。
"We expect interest in companies tied to themes U.S. investors already follow, including mobility, AI and digital platforms, defense, battery production, power infrastructure, and healthcare," Gebbia said, adding that the comments were intended to illustrate the breadth of opportunity rather than serve as investment recommendations.
Gebbia表示：「我們預計，與美國投資者已經關注的主題相關的公司將受到歡迎，包括出行、人工智慧和數字平台、國防、電池生產、電力基礎設施以及醫療保健。」他補充稱，這些評論旨在說明機遇的廣泛性，而非構成投資建議。
While Gebbia declined to name specific companies, the themes he highlighted include some of South Korea's best-known corporates.
儘管Gebbia沒有點名具體公司，但他所強調的主題涵蓋了一些韓國最知名的大型企業。
AI and digital platforms could point investors toward names such asSamsung Electronics Co., Ltd.(OTC:SSNLF) ,NaverandKakao, while mobility includesHyundai MotorandKia.
人工智慧和數字平台可能引導投資者關注三星電子有限公司（OTC：SSNLF）、Naver和Kakao等公司，而出行領域則包括現代汽車和起亞。
Defense has been led by companies includingHanwha AerospaceandHyundai Rotem, battery production byLG Energy SolutionandSamsung SDI, power infrastructure byHD Hyundai ElectricandDoosan Enerbility, and healthcare bySamsung BiologicsandCelltrion.
國防領域由韓華航空航天和現代樂鐵等公司主導，電池生產由LG能源解決方案和三星SDI引領，電力基礎設施方面有HD現代電氣和斗山Enerbility，醫療保健領域則包括三星生物製劑和Celltrion。
Read Also:SK Hynix Still Owns a Piece of Japan's Hottest AI Stock After Bain's Exit
另見：在Bain退出後，SK Hynix仍持有日本最熱門AI股票的一部分股權
More Than Another ADR
不止是另一隻ADR
Gebbia also emphasized that tokenized securities are not intended to replace traditional listings such as SK Hynix's recently launched Nasdaq ADR. Instead, he sees them as expanding investor choice by potentially offering broader trading access and pricing that more closely reflects shares trading in South Korea.
Gebbia還強調，代幣化證券並非旨在取代傳統上市方式，例如SK Hynix最近推出的納斯達克ADR。他認為，代幣化證券的作用在於擴大投資者的選擇範圍，可能提供更廣泛的交易管道，並使價格更貼近韓國本土股票的交易價格。
"We do not see one format replacing the other," Gebbia said. "Investors will choose based on liquidity, pricing, currency exposure, and other factors attached to each product. Our goal is to give them that choice."
Gebbia表示：「我們並不認為其中一種形式會取代另一種。投資者將根據每種產品的流動性、定價、貨幣風險敞口及其他相關因素做出選擇。我們的目標是為他們提供這種選擇。」
For U.S. investors, that broader choice could eventually mean looking beyond familiar names like SK Hynix and Samsung. If tokenized cross-border investing gains traction, South Korea's next investment story may be driven not by a single AI memory champion, but by an entire ecosystem spanning defense, electrification, digital platforms and infrastructure.
對美國投資者而言，這種更廣泛的選擇最終可能意味著不再侷限於SK Hynix和Samsung等熟悉的名字。如果代幣化的跨境投資獲得市場認可，韓國下一個投資故事的驅動力或許不再是一家人工智慧記憶體領域的領軍企業，而是一個涵蓋國防、電氣化、數字平台和基礎設施的完整生態系統。 (Benzinga)