韩交所CEO看高Kospi至6000点，强力清退市场“僵尸企业”

市场资讯01-20

来源：财富情报局　　怡瑾　　近日，韩国交易所首席执行官郑恩博（Jeong Eun Bo）在接受彭博新闻社采访时表示，得益于韩国在提升股东回报、吸引全球资本方面的持续努力，韩国股市当前的上涨态势有望延续，不仅韩国综合股价指数（Kospi）已接近5000点关口，未来甚至有望攀升至6000点。　　从市场表现来看，近期Kospi指数确实亮眼。在过去的12个月里，该指数累计飙升近94%。目前，...

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Bo）在接受彭博新闻社采访时表示，得益于韩国在提升股东回报、吸引全球资本方面的持续努力，韩国股市当前的上涨态势有望延续，不仅韩国综合股价指数（Kospi）已接近5000点关口，未来甚至有望攀升至6000点。\n　　从市场表现来看，近期Kospi指数确实亮眼。在过去的12个月里，该指数累计飙升近94%。目前，...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2026-01-20/doc-inhhynam6968378.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2210149790.SGD","symbol_name":"Natixis Thematics Subscription Economy R/A 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SGD-H1"},"translate_title":"The CEO of Korea Stock Exchange is optimistic about Kospi to 6,000 points, forcefully eliminating \"zombie companies\" in the market","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSCI":1},"content_text":"来源：财富情报局\n\n　　怡瑾\n　　近日，韩国交易所首席执行官郑恩博（Jeong Eun Bo）在接受彭博新闻社采访时表示，得益于韩国在提升股东回报、吸引全球资本方面的持续努力，韩国股市当前的上涨态势有望延续，不仅韩国综合股价指数（Kospi）已接近5000点关口，未来甚至有望攀升至6000点。\n　　从市场表现来看，近期Kospi指数确实亮眼。在过去的12个月里，该指数累计飙升近94%。目前，Kospi指数距离韩国总统李在明竞选承诺中确立的关键目标——5000点，仅差2%。若按郑恩博的预期达到6000点，意味着该指数将在此基础上再上涨22%。\n　　回溯此次Kospi指数上涨的动力，主要来自两大核心支撑。一方面，人工智能与国防作为全球范围内的热门行业，相关股票的持续走高为韩国股市注入了强劲活力；另一方面，韩国当地立法者积极推进改革，努力提高公司治理标准，为市场稳定发展奠定了坚实基础。郑恩博表示：“韩国的主要产业，如半导体、国防和造船业，竞争力已有所提升，这似乎将引领股市开启新的价值增长周期。”\n　　不过，市场繁荣背后仍潜藏风险——汇丰控股策略师在内的部分市场观察人士提醒，需对当前行情保持谨慎态度。具体来看，市场广度不佳（即上涨股票覆盖范围有限）、韩国本币大幅贬值，以及市场对人工智能领域可能存在泡沫的担忧，均是潜在风险。\n　　更值得关注的是，在这波牛市中，韩国本土投资者基本持观望态度，他们不仅是Kospi指数成分股的净卖出方，甚至通过相关产品押注涨势逆转。据韩国证券信息公司（Koscom）数据，一款能从Kospi指数下跌中获取两倍收益的反向交易所交易产品，成为了今年市场畅销品。\n　　为破解市场现存问题，韩国正从多维度推进举措。针对散户投资者缺席导致的市场广度不足，韩国交易所计划放宽对风险较高的杠杆ETF的禁令，并将交易时间延长至24小时，以吸引散户回流。\n　　同时，韩国还在加速推动“僵尸企业”退市进程 —— 这类企业长期存在收入无法覆盖利息成本的问题。郑恩博强调，“僵尸企业必须尽快清退，才能恢复市场信任”，他还提到，韩国现有约2800家上市公司，相较于该国的经济规模与资本市场体量而言，数量“过多”。\n　　此外，韩国正积极争取将市场地位升级为发达市场，尽管摩根士丹利资本国际（MSCI）对其重新分类“可能需要几年时间”，但郑恩博认为，一旦升级成功，将为韩国股市带来重大利好 —— 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