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资金转向HD现代重工，摩根大通称韩国工会罢工也是买入机会
发布: · 来源: mk.co.kr
一句$话总结: 摩根大通认为，韩国造船业相关工会罢工导致的股价回落可能是买入机会；报道还称，部分投资者卖出三星电子部分持股后转投HD现代重工。
近期韩国股市出现投资者减少三星电子等传统大型股持仓、转向HD现代重工的案例。一名投资者表示，约一个月前卖出部分三星电子股票，买入HD现代重工；此后股价一度上涨，但最近因工会问题回落，因此再次受到关注。摩根大通评价称，韩国工会罢工可能成为造船股的买入机会。报道将HD现代重工称为“造船业的英伟达”，说明投资者关注升温的背景。不过，原文也提到工会问题在短期内对股价形成压力。来源: mk.co.kr
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