-- 韓國股市週三大幅收高,主要股指飆升至歷史新高。 此次上漲主要受半導體股強勁上漲以及投資者對美伊可能達成和平協議的樂觀情緒所推動。此前,美國總統川普叫停了在霍爾木茲海峽的「自由行動」。 韓國綜合股價指數(KOSPI)上漲447.57點,漲幅6.5%,收在7,384.56點。韓國創業板指數(KOSDAQ)下跌3.57點,跌幅0.3%,收在1210.17點。 晶片製造商三星電子(KRX:005930)和SK海力士(KRX:000660)的股價分別上漲超過14%和近11%。 週三上午,韓國交易所啟動了韓國主要股票市場的五分鐘買入側盤操作,投資者紛紛湧入股市,寄望於美伊衝突可能在不久的將來結束。 韓國交易所於上午9點06分宣布了這項操作,此前KOSPI200期貨上漲66.05點,漲幅6.28%,報1116.55點。 經濟方面,韓國統計廳週三公佈的數據顯示,受中東持續衝突的影響,韓國4月通膨率年增2.6%,高於3月的2.2%。 此數據與彭博調查的2.6%的預期中位數基本一致。 通膨上漲主要受各類成本上漲的推動,其中交通運輸成本漲幅最大,達9.7%。 同時,4月剔除食品和能源價格的核心通膨率維持在2.2%的穩定水準。 企業新聞方面,根據彭博新聞社週三報道,受人工智慧晶片強勁需求的支撐,三星電子市值於週三突破1兆美元大關。 這家韓國晶片製造商成為繼台積電(TPE:2330)之後第二家市值達到1兆美元的亞洲公司。 海外投資者似乎是近期三星股價上漲的主要推動力,這得益於盈透證券與三星證券(KRX:016360)達成的一項協議,該協議允許美國投資者直接購買韓國股票。 三星電子的半導體部門在第一季實現了創紀錄的利潤,遠超預期,這主要得益於人工智慧資料中心的強勁需求。分析師預計,隨著供應短缺導致合約價格持續上漲,這一成長動能將在未來幾季延續。 另據報導,電子產品製造商LG電子(KRX:066570)週三發佈公告稱,該公司連續第三年在標普全球企業永續發展評估中獲得最高1%的評級。 該公司在涵蓋休閒設備及產品和消費性電子產品的家用電器及休閒用品行業組中獲得了77分的最高分。 LG電子股價在收盤時上漲超過8%。
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