麦格理分析师在一份报告中表示,在芯片制造商三星电子和SK海力士的带动下,韩国基准指数Kospi预计将在短期内反弹。分析师

智通财经
Aug 11
麦格理分析师在一份报告中表示,在芯片制造商三星电子和SK海力士的带动下,韩国基准指数Kospi预计将在短期内反弹。分析师指出,7月份的极端波动主要由这两只股票驱动,这两只股票合计占市场总市值损失的71%。不过,随着外资和机构资金外流趋于稳定、集中持仓资金重新配置,以及融资融券余额保持在合理水平,市场波动正在缓解,突发性剧烈波动的风险有限。麦格理预计,盈利修正将推动Kospi走高,三星电子和SK海力士将克服对需求见顶和竞争担忧。他们补充称,这两家公司快速的盈利增长应转化为股东可观的回报。麦格理维持对Kospi 8000点的目标位不变。

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