韩国综合股价指数,刷新历史最高纪录……半导体行业强势持续

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韩国股市24日呈现波动性交易后收盘,KOSPI指数刷新历史最高纪录。尽管美国股市走势疲软,但在机构投资者大规模净买入的推动下,半导体板块表现强势,KOSPI指数最终收于2,969.64点。KOSDAQ指数同样保持上涨势头,以1,165.00点收盘。

早盘KOSPI受美国股市影响低开,但随着半导体板块显现上涨动能,盘中转为上升趋势。三星电子上涨3.63%,收于20万韩元;SK海力士上涨5.68%,以100.5万韩元刷新最高价。这主要得益于机构投资者实施了2.3745万亿韩元规模的净买入操作,从而带动指数上涨。

另一方面,外国投资者在现货市场卖出1965亿韩元,在KOSPI200期货市场卖出581亿韩元,表现出消极态度。分析认为,这是由于美国特朗普总统贸易政策的不确定性以及对人工智能产业可能发生变化的担忧,导致投资心理萎缩。

韩国股市尤其显示出人工智能产业的发展可能对部分行业产生积极影响。大信证券研究员李京民评价称,人工智能相关产业在韩国正产生利好效应。实际上,电气电子、化学等行业呈现上涨,但保险和证券等部分板块出现下跌。

在股市经历如此剧烈变化的情况下,专家警告未来人工智能和贸易政策的影响可能持续。尽管出现暂时上涨,但在全球经济环境不确定性持续的背景下,投资者似乎需要采取更为谨慎的态度。

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