[Samsung and SK Hynix Surge Triggers Fund Position Limits, Goldman Warns of Potential Passive Selling Pressure Ahead] According to Deep Tide TechFlow, on May 30, Bloomberg reported that as global capital continues to flow into the AI and semiconductor sectors, the stock prices of Samsung Electronics and SK Hynix have risen significantly. However, the surge in stock prices has also caused some funds to hit internal risk management limits on position ratios, forcing them to reduce holdings. Market sources indicate that institutions such as Zurich-based GAM Investment Management and Singapore-based Jupiter Asset Management have adjusted their related holdings to comply with the restriction that a single stock's position ratio must not exceed 10% of the investment portfolio. Data shows that as of this Thursday, global investors have cumulatively net sold approximately $63.6 billion worth of South Korean stocks this month, marking the largest monthly net sell-off since 1999. Market participants believe that part of this selling pressure is related to fund rebalancing and position limit requirements. Goldman Sachs analysts noted in their latest report that although most of the passive selling triggered by position limit rules may have already been completed, if the market capitalization and market weight of Samsung Electronics and SK Hynix continue to rise, a new round of passive selling pressure could still emerge in the future. Amid the continued growth in demand for AI computing power, Samsung Electronics and SK Hynix, as global leaders in memory chips, remain highly sought after by capital. The growing demand for high-bandwidth memory (HBM) products is seen as a key factor driving the valuation of both companies. The market is currently closely monitoring changes in capital flows and the potential impact of passive selling on the future performance of South Korean tech stocks.