从"破净"到全球最牛,韩国股市凭什么?

华尔街见闻
Oct 28

在AI热潮和公司治理改革的双重驱动下,韩国Kospi指数今年已飙升超66%,成为全球表现最佳的主要股指。AI对三星和SK海力士等芯片巨头的强劲需求是主要推力。同时,韩国政府的改革措施(如商法修订和减税)吸引外资回流,并有望终结大股东“虐待”少数股东的问题。在人工智能热潮和公司治理改革预期的双重驱动下,韩国综合股价指数(Kospi)今年已飙升超过66%,一举成为全球表现最佳的主要股票指数,其背后的...

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