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韩国股市崩盘的原因是因为美伊以冲突导致油价大涨,这也直接导致了韩国半导体和化工工厂的成本暴增,本来韩国就是一个高度依赖中东进口的国家,再加上股市的外资撤离避险,最终导致韩元暴跌,股市崩盘。
纵观历史来看,只要停战韩国的股市绝对会大反弹,因为AI 产业的刚需,战争导致的断供是暂时的,但全球对三星和 SK 海力士的高带宽内存(HBM)需求是长期的。
所以大跌后可以分批抄底掉海力士和三星的股票了,等着战火停息后收钱就好。