
韩国KOSPI指数年内几近翻倍,存储芯片需求结构性转变引领涨势

BlockBeats 消息,5 月 27 日,韩国股市惊人涨势已推动 2026 年迄今累计涨近 100%,甚至超过互联网泡沫破裂前以及上世纪 80 年代末韩国工业化繁荣时期的历史性上涨行情。
在 SK 海力士与三星电子等存储芯片制造商大涨推动下,韩国基准股指 KOSPI 指数不断刷新历史高位,在短短数月内便从 5000 点飙升至 8300 点。该指数周三盘中一度上涨 5.1%。在今年尚未过半的情况下,该指数当前表现已可与纳斯达克 100 指数 1999 年泡沫破裂前 102% 的涨幅相媲美。
不过目前几乎没有市场人士对韩国股市发出泡沫警告,因为他们认为,全球存储芯片需求结构已经发生变化,正从以往的周期性模式转向更长期、持续性的增长趋势。
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