SK海力士,刷新历史最高价……在个人净买入推动下突破72万韩元

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SK海力士1月6日在韩国证券交易所录得超过4%的涨幅,以收盘价为准重新收复70万韩元大关。盘中刷新历史最高价,反映出投资者对半导体股票的高涨预期。

当日SK海力士以较前一日上涨4.31%的72.6万韩元收盘。早盘初期虽一度跌至67.1万韩元呈现不安开局,但随后迅速收复跌幅,并在午后转为正式上涨势头。下午2点19分左右,股价达到72.7万韩元,刷新了此前最高价纪录。

三星电子也呈现类似走势。早盘虽以下跌开局,但午后成功转为上涨,最终以较前一日上涨0.58%的13.89万韩元收盘。市场解读认为,尽管两家公司早盘走弱,但个人投资者的强劲净买入势头引领了股价反弹。

主导市场的无疑是个人投资者。外国投资者和机构投资者分别净卖出6306亿韩元和689亿韩元进行获利了结,而个人投资者则独自净买入5976亿韩元,即便在下跌行情中也展现出积极的买入姿态。特别是,外国投资者在三星电子和SK海力士所属的电气电子板块大规模抛售了1.405万亿韩元,而个人投资者却在同一板块买入了超过此金额的1.458万亿韩元。

当日韩国综合股价指数(KOSPI)以4525.48点收盘,较前一日上涨67.96点(1.52%)。市场认为,对经济软着陆的预期以及全球半导体行业景气改善的期待,对投资心理产生了积极影响。

这一走势印证了在存储器半导体市场逐步进入复苏轨道之际,以SK海力士为中心的业绩改善预期依然稳固。不过,若外国投资者及机构的抛售规模持续扩大,短期波动性可能加剧,因此未来个人投资者的应对策略仍可能成为影响股价走势的主要变量。

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