韩国Kospi暴跌逾6%失守6000点，芯片抛售与油价担忧拖累亚洲股市
Kospi plunges more than 6% below 6,000 as chip selloff and oil fears hit Asian stocks
Indeks Kospi Korea Selatan menjunam lebih daripada 6% untuk jatuh di bawah 6,000 mata, mencecah paras rendah baharu sejak 31 Julai. Ia diseret ke bawah oleh kebimbangan inflasi yang disebabkan oleh penjualan saham cip dan kenaikan harga minyak. Indeks Nikkei 225 Jepun jatuh 2.6%, Indeks ChiNext China jatuh 3%, Indeks CSI 300 jatuh 1.3%, dan Indeks Komposit Shanghai jatuh 1.2%. Minyak mentah Brent menghampiri paras tertinggi dua minggu apabila dolar mengukuh berikutan permintaan tempat selamat.
The sharp correction in Asian stock markets combined with the strengthening of the US dollar as a safe haven reflects the market's repricing of high-valuation sectors and energy cost pressures. For gold traders, they need to pay attention to the tug-of-war between oil prices pushing up inflation expectations and tightening US dollar liquidity, and whether risk aversion can provide independent support for gold prices. In terms of foreign exchange, pay attention to the persistence of the US dollar index in risk aversion and its transmission to non-US currencies.
Kospi对芯片股的高度暴露让它在AI情绪退潮和油价推升通胀的双重压力下领跌亚洲市场，展示了高估值板块对能源价格的敏感性。
来源：ForexLive · investinglive.com