Samsung Electronics and SK Hynix stocks have seen a surge in prices, prompting fund selling restrictions due to a 10% holding limit. This has led Zurich-based GAM Investment Management and Singapore-based Jupiter Asset Management to adjust their portfolios. As of Thursday, global investors have net sold $63.6 billion in South Korean stocks, marking the largest monthly sell-off since 1999. Goldman Sachs analysts warn that continued market concentration in these stocks could lead to further selling pressure, despite most forced sales being completed.