智通财经APP获悉，追踪韩国ETF集体上扬，截至发稿，南方港韩科技(03431)涨4.08%，报11.73港元；TR韩国(02848)涨2.87%，报2022港元；三星环球半导体(03132)涨2.72%，报67.86港元。
消息面上，据5月28日市场媒体报道，韩国政府运营的养老金基金决定，在全球人工智能热潮推动下当地股市表现强劲之际，提高其国内股票持仓目标。韩国福利部周四表示，国家养老金服务(NPS)，作为全球第三大养老金基金，将其截至2026年底的国内股票持仓目标比例设定为20.8%，高于此前的14.9%。该部门在审查投资组合后公布了这一决定。
报道称，随着韩国本地股市飙升，基金持有的本地股票已超过目标水平，韩国当局希望缓解基金海外投资对韩元造成的下行压力，因此于今年1月将原定于2025年5月设定的14.4%的目标上调至2026年底。巴克莱分析师表示，鉴于韩国半导体出口繁荣且预计还将持续两到三年，预计NPS可能倾向于保留此类上行风险敞口。
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