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韓國近期弱勢很大程度與資金流有關: 1、企業回購放緩、外資持續賣出,趨勢跟隨資金明顯降低韓國敞口; 2、長線資金則更傾向等波動率回落後再加倉,散戶情緒也較脆弱。 3、拋售已經把韓國市場估值壓到很低位置。剔除三星電子、SK海力士等大型權重股,其餘韓國市場前瞻市盈率約8.4倍,僅處歷史第11百分位。 4、不過當前市場還很難說已見底,當前更像“估值很低,但資金面尚未穩定”。(摩根大通10月19日報告)
2026-10-20
韓國近期弱勢很大程度與資金流有關: 1、企業回購放緩、外資持續賣出,趨勢跟隨資金明顯降低韓國敞口; 2、長線資金則更傾向等波動率回落後再加倉,散戶情緒也較脆弱。 3、拋售已經把韓國市場估值壓到很低位置。剔除三星電子、SK海力士等大型權重股,其餘韓國市場前瞻市盈率約8.4倍,僅處歷史第11百分位。 4、不過當前市場還很難說已見底,當前更像“估值很低,但資金面尚未穩定”。(摩根大通10月19日報告)
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2026-10-20
Iran's Persian Gulf Strait Management Authority says 122 vessels have been placed on its non-compliance list to date.
Iran's Persian Gulf Strait Management Authority says 122 vessels have been placed on its non-compliance list to date.
2026-10-19
A document seen by Refinitiv shows Qatar plans to build two power plants in Lebanon within three years and sign a 20-year LNG supply agreement as part of a proposal to revive Lebanon's struggling power sector. The draft, titled National Integrated Energy Investment Plan, covers gas-fired generation, LNG supply and regasification, renewables, battery storage and regional power interconnection. The plan is designed to attract private capital or project financing without upfront Lebanese public bud
A document seen by Refinitiv shows Qatar plans to build two power plants in Lebanon within three years and sign a 20-year LNG supply agreement as part of a proposal to revive Lebanon's struggling power sector. The draft, titled National Integrated Energy Investment Plan, covers gas-fired generation, LNG supply and regasification, renewables, battery storage and regional power interconnection. The plan is designed to attract private capital or project financing without upfront Lebanese public budget outlays; payment obligations and guarantees remain to be negotiated. Lebanon's state utility currently supplies only a few hours of electricity per day, with the balance met by costly private diesel generators. Qatar's prime minister visited last week and pledged support. The blueprint needs approval from both governments and may be revised; if approvals proceed, implementation is expected to take three years.
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