报道:外资抛售三星、SK 海力士合计176万亿韩元

智通财经
Oct 14
【报道:外资抛售三星、SK 海力士合计176万亿韩元】券商研报称,外国投资者持续抛售韩国股票,抛售态势暂未见缓解。但本月末至 11月中旬的一系列事件,或将成为外资回流的转折点。两大存储芯片巨头财报、美国中期选举、中东局势变化、AI 企业Anthropic上市,被视作有可能扭转市场情绪的核心变量。韩国交易所14日数据显示,截至前一交易日,外国投资者今年在韩国综合指数主板市场累计净卖出203.6977万亿韩元。其中仅三星电子、SK海力士两只股票就遭到净卖出约176万亿韩元,占外资总抛售规模的86%。三星电子外资持股比例降至2008年以来18年新低;SK海力士外资持股率也跌破十年均值。本轮外资撤离是KOSPI指数下行的核心推手。中东地缘风险加剧、OpenAI年度营收争议、以及外国企业竞争力提升带来的担忧,多重因素叠加压制市场。13日 KOSPI 盘中最低下探至5911.11点,自7月31日后首次跌破6000点关口。

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