Nordea 资管公司:韩国股市抛售行为带有非理性成分

链捕手
Jul 29

ChainCatcher 消息,据金十报道,新加坡 Nordea 资产管理公司新兴市场股票投资组合经理 Gina Kim 表示,韩国股市当前的抛售行为似乎带有非理性、恐慌式的成分,主要集中在与人工智能相关的科技股上。

部分抛售行为可以合理解释,例如在暑假前减小风险、保证金要求及近期关于人工智能资本支出可持续性的新闻报道。由于单只股票限制,而非基本面原因,该公司已削减部分较大的科技股持仓。

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