韩国投资者涌入MiniMax等中国AI和芯片股

February 26, 2026

由 AI 报道

尽管本土市场火热，韩国投资者今年加大了对香港和内地交易所的买入力度。数据显示，他们购买了价值5.07亿美元的香港上市股份和1.54亿美元的内地上市股份，主要集中在人工智能和半导体领域。

韩国证券存管公司运营的SEIBro门户数据显示，从1月2日至周一，韩国散户投资者购买了价值5.07亿美元的香港上市股份和1.54亿美元的内地上市股份。今年买入活动主要集中在人工智能和半导体股票上。

在内地交易所，半导体设备制造商Naura Technology成为首选，吸引了350万美元的净买入。韩国散户投资者Roy Lee最近购买了MiniMax股票，他表示：“我押注这家中国版OpenAI的股票将飙升。”Lee持有全球超过20只科技股。

关键词包括Gary Ng、DeepSeek、Montage Technology、CSOP Asset Management、MiniMax、SK Hynix、Samsung Electronics、香港、Natixis、Korea Securities Depository、Roy Lee、Kospi、Goldman Sachs、OpenAI和Naura Technology。尽管韩国本土Kospi市场表现强劲，投资者仍转向中国科技股寻求机会。

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