首尔,10月1日:韩国金融市场综述:周四,韩国股市收涨近2%,早盘跌幅被抹平。其中,芯片制造商的股价表现尤为强劲,这得益于国内贸易数据的出色表现——该数据远超市场预期,创下了新的纪录。
SEOUL, Oct 1 : Round-up of South Korean financial markets: South Korean shares recouped early losses to end nearly 2 per cent higher on Thursday, led by gains in chipmakers after domestic trade data smashed forecasts to hit a fresh record.
韩国基准指数KOSPI收盘上涨1.95%,至6,971.35点,涨幅为133.31点。此前该指数一度下跌了1.1%。
The benchmark KOSPI closed 133.31 points, or 1.95 per cent higher, at 6,971.35, after falling as much as 1.1 per cent earlier in the session. The KOSPI snapped three consecutive sessions of decline to post its biggest daily percentage rise since September 18.
KOSPI结束了连续三个交易日的下跌趋势,录得了自9月18日以来的最大单日涨幅。
"The domestic market was led by strength in the chip sector after export data.
“国内市场的上涨主要得益于芯片行业的强劲表现,”Mirae Asset Securities的分析师Seo Sang-young表示,“不过我们仍需观察经济增长率是否能够持续改善。”
However, we still need to see if growth rates will continue to improve," said Seo Sang-young, an analyst at Mirae Asset Securities.
数据显示,9月份韩国出口额同比增长83.5%,达到创纪录的1209亿美元,远超市场预期的62.0%;由于全球人工智能(AI)领域的支出大幅增加,半导体产品的出货量也增长了两倍多。
South Korea's exports jumped 83.5 per cent in September from a year earlier to a record $120.9 billion, beating the median market expectation for a 62.0 per cent increase, as semiconductor shipments more than tripled on global AI spending.
另一项调查显示,9月份韩国的工厂生产活动出现了四个月来的最快增长,出口需求达到了15个半年以来的最高水平,尤其是芯片和汽车行业表现尤为突出。
South Korea's factory activity grew in September at the strongest pace in four months, as export demand hit the fastest pace in 15-1/2 years led by the chip and auto sectors, a survey showed.
这些积极的国内数据发布之际,美国芯片制造商美光科技(Micron Technology)周三宣布其季度营收超出预期,并表示客户在其长期供应协议下的采购额已增至320亿美元,这表明对AI内存芯片的需求依然强劲。
Upbeat domestic data came after US chipmaker Micron Technology forecast quarterly revenue above estimates on Wednesday and said customers had increased commitments under its long-term supply agreements to $32 billion, signalling unabated demand for AI memory chips.
韩国财政部长表示,政府将密切监控金融市场,并在必要时采取预防性措施。
South Korea's finance minister said authorities would closely monitor financial markets and take pre-emptive action if needed.
韩国芯片巨头三星电子(Samsung Electronics)股价上涨2.79%,同行业公司SK海力士(SK Hynix)股价上涨3.21%,共同推动了基准指数的上涨。在当天交易的916只股票中,有542只上涨,332只下跌。
South Korean chipmaker Samsung Electronics rose 2.79 per cent and peer SK Hynix gained 3.21 per cent, leading the benchmark index higher. Of the total 916 traded issues, 542 shares advanced, while 332 declined.
外国投资者净卖出股票,金额达5473亿韩元(约合4.0293亿美元)。
Foreigners were net sellers of shares worth 547.3 billion won ($402.93 million).
在韩国本土交易平台上,1美元兑韩元的汇率报1,358.4韩元,较前一交易日收盘价1,355.7韩元下跌了0.20%。
The won was quoted at 1,358.4 per dollar on the onshore settlement platform, 0.20 per cent lower than its previous close at 1,355.7.
流动性最强的三年期韩国国债收益率下跌0.2个基点,至4.009%,而基准10年期国债收益率上涨2.8个基点,至4.429%。
The most liquid three-year Korean treasury bond yield fell by 0.2 basis points to 4.009 per cent, while the benchmark 10-year yield rose by 2.8 basis points to 4.429 per cent.