曾经火热的AI投资热潮消退 韩国股市面临买盘匮乏的困境

格隆汇
11 hours ago
今年大部分时间里,韩国都是全球AI热潮的典型代表。如今,从几乎各项指标来看,韩股正迅速失去投资者的关注。市场成交额已较5月底的峰值暴跌70%,外国投资者正迅速撤离,韩国本地散户也在退场。这一逆转背后,是韩国股市过度依赖三星电子和SK海力士。Rayliant Global Advisors投资组合管理主管Phillip Wool表示:“我认为对多数投资者,尤其是那些最近才因存储芯片交易进入韩国市场的人来说,最大的挑战是,这个主题下的轻松钱已经被落袋了。”他称,其基金一直在对韩国AI股票获利了结,目前低配SK海力士和三星电子。瑞士宝盛银行的Richard Tang表示:“我们观察到资金正日益回流美股,这导致了外资持续从韩股流出。”瑞银全球财富管理的Chun-Lai Wu表示:“目前,我们更倾向于通过台股来布局AI相关的投资机会;中国台湾拥有更完善的科技硬件生态系统,并受益于主要科技公司强劲的支出计划。”

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