韓股KOSPI衝破4100點!科技股一枝獨秀,汽車金融股同步承壓
12月26日韓國KOSPI指數受美股激勵開高,站上4100點。三星電子等科技股領漲,但汽車與金融股走弱,市場呈現分歧格局。韓元匯率同步走貶。
年底聖誕行情來臨?受美股聖誕節前漲勢激勵,加上對美國經濟的信心增強,韓國股市上演「冰火二重天」。根據韓聯社報導,12月26日開盤15分鐘內,韓國綜合股價指數(KOSPI)上漲22.97點(+0.56%),來到4,131.59點,呈現科技股領漲、部分類股承壓的局面。
美股助攻 市場信心回暖
這波漲勢主要受到美國市場的正面訊號帶動。美國時間週三,道瓊工業指數上漲0.6%,以科技股為主的納斯達克指數也上漲0.22%。素有「恐慌指數」之稱的美國波動率指數(VIX)降至13.4點,創下今年新低,同時上週初領失業救濟金人數下降,提振了投資者對全球最大經濟體的信心。
類股輪動不同調:科技強、金融弱
在首爾市場,各類股表現涇渭分明。科技巨頭三星電子開盤大漲2.88%,其晶片競爭對手SK海力士也上漲1.02%,成為推升大盤的主力。造船業者HD現代重工與韓華海洋分別上漲0.39%和1.43%。人工智慧(AI)投資公司SK Square更是飆升3.74%。
另一方面,電池大廠LG能源解決方案下跌0.51%。汽車與金融股也同步走弱,現代汽車小跌0.09%,起亞下跌0.21%;KB金融和新韓金融則分別下挫1.35%和1.41%。匯市方面,韓元兌美元貶值3.4韓元,報1美元兌1,453.2韓元。
金融市場存在風險,投資決策應謹慎評估。本文內容不構成任何投資建議。
This content is AI-generated based on source articles. While we strive for accuracy, errors may occur. We recommend verifying with the original source.
Related Articles
South Korea's KOSPI index topped 4,130 on Santa Rally hopes, led by tech giants like Samsung Electronics. However, auto and financial sectors lagged, showing a divided market.
South Korea's KOSPI index fell, snapping a 3-day winning streak, due to profit-taking by retail investors. In contrast, the Korean won surged by the most in 3 years after government intervention.
South Korea's KOSPI rose for a third day, driven by foreign buying as AI valuation fears eased. Shipbuilding stocks surged on reports of a new naval deal with the U.S.
Foreign investors reversed course in December, pouring $1.3 billion into South Korean tech and auto stocks like SK hynix and Hyundai, fueled by AI optimism and easing trade tensions.