李大霄:三星和海力士权重过高造成韩国股市整体性繁荣的假象

凤凰网港股
Yesterday

在凤凰湾区财经论坛金融峰会前夕,前券商首席经济学家李大霄称,三星与海力士合计占韩国指数 49%,权重严重失衡。韩国综合指数和韩国的KOSDAQ指数出现了明显的背离,这种背离也说明了分化的产生。两大权重股的上涨和下跌与整体股市背离,制造出韩国股市整体繁荣的假象。韩国股市估值处于历史高位,真实水平被权重股平均掩盖,实际偏高。市场面临回落、震荡与修正风险,投资者不宜激进加杠杆。

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