[디깅노트] 백화점이 반도체 슈퍼사이클을 반기는 이유

South Korea's record department store sales mask a structural economic paradox: 73% of stock wealth concentrates in the top 5% bracket, creating asymmetrical consumption where luxury goods surge while mass retail declines. This AI-driven semiconductor boom may not be sustainable—Korean investors treat stock gains as temporary, making consumption highly vulnerable to market corrections that historically hit harder than upswings.