韩国KOSPI站上4900点——外资加码、散户撤退,这轮行情还能走多远?

华尔街见闻
Jan 19

目前的韩国股市呈现出一种极具讽刺意味的流动性结构:市场在飙升,但散户在撤退。 当地时间本周一,韩国首尔综合指数首次突破4900点,日内涨1.3%,年初至今(YTD)涨幅高达15%,这一表现显著跑赢亚洲其他市场。然而,这是一场典型的“机构进、散户退”的行情。 据追风交易台信息,野村在1月18日的报告中表示,目前推动市场上涨的动力完全来自于外国投资者和本地机构(主要是金融投资)。相比之下,韩国散户...

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