科技股抛售重创韩国股市,预期市盈率降至印尼股市的一半

格隆汇
Yesterday
机构数据显示,韩国KOSPI指数的未来12个月预期市盈率已降至约4倍。在今年年初市值超过1万亿美元的18个市场中,这一估值水平是自2006年以来从未出现过的低位。相比之下,印尼雅加达综合指数的预期市盈率为8倍。与此同时,印尼股市正面临明晟公司(MSCI)发出的警告,可能分两阶段下调其市场分类,市场是否具备足够的可投资性也受到质疑。ACG Management Pte.董事总经理Hui Ling Loh表示:“市场对迄今为止大举投入AI领域的担忧进一步加深,其影响已足以抵消稳健的盈利表现和业绩指引。除了避险资产需求外,投资者也在评估融资成本上升对AI相关股票的影响。”

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