节点：下游（终端消费/应用）位置：下游情绪：利空参考度：4/10
周日，三星电子等韩国大型企业与韩国总统李在明会面，宣布新的本土投资计划。此前，韩国政府与美国敲定贸易协议，韩国承诺向美国工业投资3500亿美元，以规避特朗普政府可能征收的最高关税。李在明期望企业此举，能打消外界对韩企因美韩贸易协议，将投资重点转向美国的担忧。
全球芯片巨头三星宣布，未来五年将投资450万亿韩元（约合3100亿美元）扩大本土业务，在平泽制造基地新建生产线，满足人工智能带来的全球半导体需求激增。新生产线2028年运营，同时计划在全罗南道和龟尾市建设人工智能数据中心，助力缩小地区发展差距。
韩国最大汽车制造商现代汽车计划，在2026 – 2030年投资125万亿韩元（863亿美元），扩大本土研发，推进人工智能、机器人和自动驾驶汽车等新技术。
SK集团、韩华海..该集团计划到2028年在本土至少投资128万亿韩元（约合883亿美元），聚焦人工智能领域。
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Will these increased domestic investments by Korean companies really offset the concern of shifting investment focus to the US due to the trade deal? Given the influence of the US on the global market, is there a hidden intention for Korean companies to use domestic investment as a guise while actua…