外資狂買1.78兆韓元!三星電子股價創歷史新高,KOSPI指數收漲0.51%
12月26日韓國KOSPI指數在半導體股帶動下收漲0.51%。三星電子因GPU開發消息股價創下歷史新高。外資大舉買入,散戶則大賣2.2兆韓元。
外資與散戶再度對作,誰是最後贏家?12月26日,在三星電子(Samsung Electronics)等大型科技股的強勢帶領下,韓國綜合股價指數(KOSPI)上漲21.06點,漲幅0.51%,收在4,129.68點。外資與機構法人聯手買超,散戶則反向倒貨2.2兆韓元,呈現土洋對決的局面。
晶片巨頭領軍,外資強力抬轎
根據韓聯社報導,今日盤面焦點無疑是半導體族群。科技巨頭三星電子因傳出已獨立開發智慧型手機GPU(圖形處理器)的消息,股價應聲大漲5.31%,收在117,000韓元的歷史新高。其競爭對手SK海力士(SK hynix)也上漲1.87%。外資和機構投資者分別淨買入1.78兆韓元和3,880億韓元。新韓證券分析師李在元(Lee Jae-won)表示:「隨著對AI泡沫的擔憂緩解,外國資本流入增加,主要集中在半導體股票。」
此外,未來資產證券(Mirae Asset Securities)因預期將從明年SpaceX的IPO中受益,股價飆升近21%。據悉,未來資產已對這家美國太空巨頭投資約2,000億韓元。
電池、造船、網路股走弱
然而,市場漲勢並未遍地開花。電池大廠LG新能源(LG Energy Solution)下跌1.79%,造船與網路股也同步走弱。韓國網路龍頭Naver下跌2.11%,而國民通訊軟體營運商Kakao也下滑了2.84%。
韓元急升,當局干預見效
匯市方面,韓元兌美元匯率大幅升值9.5韓元,收在1美元兌1,440.3韓元。市場認為,這是因為韓國國民年金公團(National Pension Service)恢復了外匯避險操作,加上外匯當局近日的口頭干預,共同穩定了市場信心。韓元升值意味著你的海外旅遊或進口商品可能會變得更便宜。
市場瞬息萬變,過往表現不代表未來績效。本文僅為資訊分享,不構成任何投資建議,投資者應自行判斷並承擔風險。
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