AI行情促使投资再平衡外资从亚洲股市撤回创纪录的1370亿美元

格隆汇07-02

2026年上半年，外国投资者从亚洲股市撤资1373.6亿美元，创历史新高，其中韩国和台湾股市分别外流708亿美元和296亿美元。AI芯片制造商的上涨行情迫使投资者重新调整投资组合，减少对热门股票的过度依赖。今年上半年，韩国KOSPI指数几乎翻了一番，而台湾加权指数上涨了62%，这主要得益于台积电、三星和SK海力士的强劲表现。分析师认为，这一轮抛售更多反映的是对异常集中上涨行情的仓位调整，而非单纯的...

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AI行情促使投资再平衡 外资从亚洲股市撤回创纪录的1370亿美元

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AI行情促使投资再平衡外资从亚洲股市撤回创纪录的1370亿美元