法国巴黎银行：韩国股市波动使基本面情况变得复杂

环球市场播报07-29

法国巴黎银行现金股票研究主管William Bratton表示，韩国股市的波动凸显出其科技公司与盈利前景之间的脱节。Bratton说，今年迄今为止，在亚洲主要指数单日涨跌幅超过5%的情况中，韩国综合指数占了79%。这些波动“使该市场的吸引力变得扑朔迷离“。对2027年和2028年半导体和硬件盈利的预测有所上调，同时自6月底以来，总远期盈利增长了7%。他说，因此，抛售似乎更多是由对AI支出持久性的...

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