市场数据周日显示,随着韩国股市自深度低点反弹,本土投资者再度大举融资买入本国股票。
韩国金融投资协会(KOFIA)统计数据显示,截至周四,用于买入股票的融资融券余额(即保证金债务)达到30.93万亿韩元(折合218亿美元),高于8月3日的27.44万亿韩元。
此番融资规模攀升,背景是三星电子、SK海力士等市场权重股,从AI相关投资盈利担忧引发的震荡行情中大幅回升。
分析师认为,鉴于AI投资相关忧虑有所缓解,韩国股市暂无即刻降温迹象,融资规模或将在一段时间内继续走高,有望创下新高。
KB证券分析师金东元表示:“市场担忧已得到一定程度缓和,投资者正谨慎押注芯片厂商将从今年三季度开始迎来估值重估。”
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