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韓股收跌2.6% 央行上調通脹預期 俄烏衝突或擾亂芯片原料供應 汽車股大跌
格隆匯 02-24 15:12
格隆匯2月24日丨韓股收跌2.6%,報2648.80點。韓國央行今日維持1.25%的政策利率不變,不過將2022年通脹預期從之前的2%上調至3.1%。俄羅斯對烏克蘭宣戰,芯片原料或面臨緊缺,根據TrendForce的數據,烏克蘭提供了世界上近70%的將電路設計蝕刻到硅片上以生產半導體的高純度氖氣。非必需消費跌3.61%,其中汽車股因潛在的芯片供應緊缺大跌,現代汽車跌4.16%,起亞汽車跌5.9%;更高的通脹預期疊加俄烏開戰,科技股跌3.6%,三星電子跌2.05%,SK海力士跌6.01%;醫療股跌3.19%,Celltrion跌5.92%,SK生物科學跌6.8%;能源化工股跌3.17%,LG化學跌6.79%,S-Oil隨國際油價上漲2.7%;重工業跌3.08%,鬥山重工跌3.21%,現代重工跌3.65%;具有防守性質的必須消費跌1.16%,韓國電力公社跌0.45%。
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