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英偉達來了都得退居第二!全球2023年“最牛股”將是它
格隆匯 12-22 18:14

今年股票表現最好的企業是誰?

隨着人工智能席捲全球,在眾人的第一印象或非芯片巨頭英偉達莫屬,但現實卻並非如此。

據悉,2023 年表現最佳當屬一家鮮為人知的韓國電池材料生產商。根據 Refinitiv 的數據,今年迄今為止,Ecopro 的股價飆升了驚人的 530.91%,大大超越了英偉達今年 242% 的升幅。

截至 12 月 22日收盤,Ecopro 的市值為17.79萬億韓元(合 137億美元)。

韓國散户狂買

Ecopro升勢在很大程度上要歸功於韓國的散户大軍,他們是影響韓國股票市場的主導力量,同時這股熱潮還導致今年韓國一些股市出現大幅波動。

其中熱捧的原因包括散户投資者對波動的偏好、Youtube網紅的看升言論,以及面臨美國越來越嚴格審查的中國競爭對手,都助長了投資者對中國電池製造商及其供應商的興趣。

總之散户押注,韓國電池製造商和材料生產商將受益於電動車市場的繁榮和拜登政府為清潔能源提供補貼的計劃。

要知道Ecopro 2023年初的股價為11萬韓元,7個月後飆升至10倍以上。如此瘋狂的行情吸引投資者追逐快速回報,同時在該公司今年夏天的市盈率突破500倍時,將做空該公司的賣空者擠出市場。在韓國當局最近頒佈賣空禁令之前,Ecopro是韓國被賣空最多的股票之一。

儘管自那以來它已經回吐了部分升幅,目前已從7月份的峯值下跌近50%,但它仍然是今年迄今為止表現最好的。

巔峯時,有媒體報道稱,當地券商甚至不願發佈有關電池材料股的新報吿,因為一些分析師在發佈了EcoPro股票的“賣出”報吿後,遇到了散户的投訴。

公開資料顯示,Ecopro 為三星 SDI 和 SK On 等客户提供鋰離子電池中使用的陰極材料。

值得一提是,隨着股價飆升,也使其創始人李東彩今年成為億萬富翁。但有趣的是,李東彩本人卻已因內幕交易被判入獄兩年,他在現實上演了一出 " 人在監獄坐,錢從天上來 "。

韓國最高法院8月發表的一份聲明表示,李東彩利用自己的另一個賬户及其子女的賬户交易Ecopro BM股票,但交易信息未公開,涉及該公司2020年和2021年的陰極材料供應交易。報吿稱,他通過這種方式獲利了約11億韓元。

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