高盛:芯片业繁荣将增加韩国公司的现金

智通财经
Sep 21
【高盛:芯片业繁荣将增加韩国公司的现金】根据高盛的最早研究报告预测,随着芯片行业的繁荣,韩国半导体公司预计到2026年将产生约150万亿韩元的净现金,这相当于2026年韩国国内生产总值的4.9%。高盛分析师团队在这份报告中还指出了以下核心数据与趋势:现金持续暴增:到2027年,韩国半导体公司的净现金占GDP的比重可能会进一步飙升至9.3%。海外利润回流:从历史数据来看,这些芯片巨头平均会将其海外关联公司约60%的盈利汇回韩国国内。回馈本土经济:高盛预计,到2027年,主要芯片公司在韩国国内支付的工资和股息将达到GDP的5.2%,这将创下现有历史数据以来的最高水平,有望显著刺激韩国本土的消费与经济活力。

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