【韩国股市10天内涨逾22% 芯片重拾涨势】韩国股市上涨，基准股指有望进入技术性牛市，全球人工智能交易的反弹推动了上个月历史性暴跌的迅速逆转。周四，基准Kospi指数上涨4%，自7月30日低点以来的累计涨幅超过22%。内存芯片制造商三星电子和SK海力士等权重股对该指数的贡献最大，两家公司股价均大幅上扬。随着全球科技巨头在最新财报中显示出大规模AI支出继续，市场对科技硬件股的热情正在回归。这种情绪与过去几个月形成了鲜明对比 —— 当时，因杠杆化芯片股头寸被迫平仓，不仅导致交易暂停，还让散户投资者损失了数十亿美元的财富。近期政府对单只股票杠杆ETF的限制措施，以及投资者减少保证金债务的迹象，都有助于稳定市场。“一旦杠杆被解除，同一市场可能会出现剧烈反弹，”驻迪拜的Arkevium Capital首席投资官Maxence Visseau表示。“被迫抛售的投资者消失了。做空者获利了结。交易商减少了下行对冲。”年迄今，韩国Kospi指数已上涨逾60%。该指数7月份暴跌22%，创下自全球金融危机以来最差单月表现。
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