AI euphoria getting reality check in South Korea, and vice versa

South Korea's stock market (Kospi) has surged 85% this year and 200% over the past year, driven by AI enthusiasm. However, this euphoria contrasts sharply with the won's weakness, which has depreciated 4.5% this year, becoming one of Asia's weakest currencies. The divergence highlights the reality check facing Korea's AI-driven market rally.