---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38674036.md"
description: "$ISHRS MSCI S Korea Capped(EWY.US) sorted out some thoughts. It's difficult for the storage industry to expand production, and demand is similar to how long AI develops, demand can be full for that long. When NVIDIA's expectations are fully priced in, the story of AI capital expenditure falls on the storage chain, and the music keeps playing and the dance continues. Just buy on the dip."
datetime: "2026-02-11T17:51:05.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38674036.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38674036.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38674036.md)
author: "[Alinpapa](https://longbridge.com/en/profiles/16152247.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38674036.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38674036.md)


# $ISHRS MSCI S Korea Capped(EWY.US) sorted out some…


### Related Stocks

- [iShares MSCI South Korea ETF (EWY.US)](https://longbridge.com/en/quote/EWY.US.md)
- [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md)