智通财经APP获悉，韩股ETF继续走高，截至发稿，南方两倍做多三星电子(07747)涨13.93%，报88.64港元；南方两倍做多海力士(07709)涨9.13%，报57.38港元；南方KOSPI(03121)涨4.97%，报6.12港元；TR韩国(02848)涨4.19%，报1690港元。
消息面上，韩国海关最新数据显示，受全球人工智能产业需求持续爆发驱动，韩国7月1日至20日出口总额达549亿美元，同比大幅增长52.3%。其中，半导体为本轮出口井喷绝对主力。7月前20天，韩国半导体出口同比飙升180%，达到221亿美元，占同期出口总额的四成以上。另有报道称，三星电子将成立机器人部门，旨在将机器人培育为未来关键增长引擎，并加强下一代业务的竞争力。
摩根大通维持对韩国的超配评级，并将韩国KOSPI指数12个月目标维持在12500点不变。韩国未来资产证券董事总经理徐向英分析称，大型科技股，尤其是半导体板块的财报表现，预计将成为决定市场未来走向的关键变量。鉴于近期市场回调已在很大程度上消化了对盈利的担忧，如果业绩好于预期，很可能会提振投资者情绪。
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