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Foreign investors have snapped up Samsung and SK Hynix aggressively for four consecutive days, totaling over 4.5 trillion won, and analysts believe the pullback has been fully priced in.

1 hours ago

，外国投资者自 7 月 20 日起连续 4 个交易日净买入韩国股票，累计净买入 5.574 万亿韩元，约 37.9 亿美元，推动 KOSPI 指数今日重回 7000 点关口。其中 SK 海力士获净买入 2.756 万亿韩元、三星电子获 1.729 万亿韩元，两股合计达 4.485 万亿韩元，占外资总买入规模的绝对主力。这是外资自 4 月以来首次出现连续 4 日净买入韩股，单日峰值出现在 22 日，净买入额达 2.62 万亿韩元。外资集中重仓韩国存储芯片龙头的核心逻辑有三层：一是谷歌母公司 Alphabet 将 2026 年资本开支指引从 1800 亿至 1900 亿美元上调至 1950 亿至 2050 亿美元，并表示 2027 年将继续显著增加投资，其剩余履约义务飙升至 5140 亿美元，季度环比增长近 10%，验证了超大规模云商的 AI 投入仍在加速；二是经历此前大幅回撤后，三星电子与 SK 海力士的 12 个月远期市净率已分别降至 1.8 倍与 2.7 倍，按今年业绩计算的预期股息率分别达 7.9% 与 11.1%，估值吸引力显著修复；三是 DRAM 合约价预计至 2027 年底仍有约 40% 上涨空间，HBM 因产能消耗远超普通 DRAM 而供应持续偏紧。不过外资在半导体板块内部呈现明显分化——同期净卖出韩美半导体 1399 亿韩元、大德电子 434 亿韩元，SK 海力士与三星电子的业绩可见性相对更高。未来资产证券分析师指出，股价下跌原因已清晰且回调已充分消化，当前是低位加仓区间。

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A crypto whale set 10 major profit targets, closed short positions to take profit, liquidating 300 BTC positions in the last 12 minutes.

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