高盛策略师仍看好韩国股票,维持对Kospi指数12000点的预测
2026-08-04 06:03
Odaily Planet Daily News Goldman Sachs' chief Asia-Pacific equity strategist, Timothy Moe, stated that the firm remains bullish on the recently battered South Korean stock market and maintains its target of 12,000 points for the Kospi index. In an interview, Moe said that if volatility subsides, "we believe fundamentals will reassert their dominance, and we find them highly attractive." "The current market price-to-earnings ratio is only 5 times, clearly undervalued, which actually suggests the market does not believe the semiconductor memory cycle can persist," but we think it can; "we believe the current semiconductor cycle is larger and longer than typical." (CLS)
