分析师:韩国芯片制造商的现金分红计划可能进一步推动韩元升值

格隆汇
Aug 21
分析师表示,韩国两大芯片制造商前所未有的股东回报计划,正成为影响韩元走势的关键因素。如果两家公司通过本币市场筹集资金用于分红和回购,这一举措可能进一步延续韩元近期的升势。韩元自7月初以来已大幅反弹,录得自2022年底以来最快的40个交易日涨幅。本周韩元兑美元更是在10个多月内首次突破1400关口。韩华投资证券经济学家Choi Kyuho表示:“企业需要以韩元支付回报,可以使用现有持有的韩元,也可以在其他市场出售美元并买入韩元。金额巨大,因此为了筹集资金,他们最终可能会出售更多美元。”花旗集团表示,如果海外股票投资者将资金汇回本国,约一半的股东回报资金可能会被兑换回美元。不过整体来看,这些回报计划仍将对韩元形成净利好,因为企业需要将更多出口收入兑换成本币。

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