Seoul's KOSPI stock index hits record high above 6,700 at market open, driven by Samsung Electronics and U.S. tech earnings.
Seoul's KOSPI stock index hits record high above 6,700 at market open, driven by Samsung Electronics and U.S. tech earnings.
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受三星及美国科技公司财报提振,首尔股市开盘创下6700点以上新高

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周四首尔股市开盘创下6700点以上的新高,主要受三星电子及美国大型科技公司强劲的一季度财报带动,市场对芯片需求持续增长充满预期。基准指数KOSPI在开盘时一度触及6739.39点,截至上午9时15分,上涨19.51点,涨幅为0.29%,报6710.41点。该指数前一交易日收于6690.90点的历史新高,实现连续三个交易日上涨。

在三星电子公布创纪录的一季度财报,以及Alphabet、Amazon.com、Meta Platforms和Microsoft等美国巨头营收超出预期后,投资者对芯片需求持续增长的信心得到提振,重新点燃了对人工智能热潮将持续下去的希望。

隔夜美国市场涨跌互现,道琼斯工业平均指数下跌0.57%,标普500指数下跌0.04%,纳斯达克综合指数微涨0.04%。国际油价在伊朗局势影响下大幅攀升,此前美国总统唐纳德·特朗普表示,在与德黑兰达成核协议之前,不会解除对伊朗的海上封锁;布伦特原油价格飙升6.1%,至每桶118.03美元,WTI原油价格上涨6.95%,至每桶106.88美元。

KOSPI指数的涨势由蓝筹科技股引领,其中三星电子上涨0.77%,竞争对手SK hynix上涨1.62%,人工智能投资公司SK Square大涨2.41%。三星电机上涨1.09%,LS Electric上涨1.65%。领军车企现代汽车下跌0.72%,电厂设备制造商斗山重工下跌0.77%,HD现代重工下跌0.87%,韩华海洋下跌0.98%。

上午9时15分,韩元兑美元汇率报1483.9韩元,较前一交易日下跌4.9韩元。(韩联社,《韩国时报》)

人们在说什么

X(原Twitter)上的讨论庆祝KOSPI开盘突破6700点,主要归功于三星电子在AI芯片需求驱动下公布的一季度创纪录业绩(57.2万亿韩元,同比增长756%)以及美国大型科技公司的强劲财报。半导体行业超级周期的看多情绪占据主流,但也有部分观点指出,尽管基本面强劲,受外资抛售和头寸平仓影响,指数盘中曾回调至6613点(下跌1.1%)。分析师认为,在油价高企和FOMC政策影响下,市场正迎来一轮上涨测试。

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Seoul stock traders celebrate KOSPI record high on tech and auto gains before slight pullback, with exchange screens and city skyline.
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Seoul stocks open sharply higher on tech, auto gains but trim later

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South Korean stocks opened over 1 percent higher on Monday, tracking Wall Street gains, as investors bought technology and automobile shares, but pared gains later in the morning due to profit-taking by foreigners and institutions. The KOSPI surged to a record 5,900.75 in early trading but stood at 5,835.77 by 11:20 a.m. The rally is fueled by optimism over artificial intelligence and strength in chipmakers.

Seoul shares opened higher on Tuesday, propelled by Samsung Electronics' record first-quarter earnings. The benchmark KOSPI rose 2.47 percent to 5,584.76 in the first 15 minutes of trading. Strong demand for AI-related chips drove the profit surge.

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South Korean shares opened nearly 3 percent higher on Wednesday, driven by sharp gains in blue-chip tech stocks despite Middle East uncertainties. The benchmark KOSPI jumped 162.04 points, or 2.87 percent, to 5,802.52 in the first 15 minutes of trading. Semiconductor firms led the rally following Nvidia's annual tech conference.

Seoul stocks opened sharply higher on Monday, with the KOSPI index rising more than 1% and hitting a fresh intraday record, despite fading hopes for a US-Iran peace breakthrough over the weekend. US President Donald Trump canceled a planned trip by US negotiators to Pakistan, while Iran's Foreign Minister Abbas Araghchi headed to Russia.

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South Korean stocks opened sharply higher Tuesday amid revived hopes for US-Iran peace talks after a US naval blockade of the Strait of Hormuz. The benchmark KOSPI surged 2.61% to 5,960 at open, while the won strengthened to 1,478.8 per dollar, up 10.5 won.

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