金色财经
金色财经|Mar 04, 2026 08:04
[Overseas Investors Sold Over $3 Billion in Korean Stocks This Week, Following a Record $13.7 Billion Sell-Off Last Month] According to a report by Jinse Finance, as the global energy supply crisis triggered by Iran's blockade of the Strait of Hormuz intensifies, traders are increasingly concerned about potential inflation risks and are rapidly exiting the frenzy of artificial intelligence trades. This week, overseas investors sold over $3 billion in Korean stocks, following a record $13.7 billion sell-off last month. Taiwan, China, also experienced significant sell-offs, amounting to $3.6 billion, with the Taiwanese stock market expected to record its largest weekly capital outflow since late December last year. Matthew Haupt, portfolio manager at Wilson Asset Management in Sydney, stated that as the situation in Iran worsens, investors are scrambling to reduce market risk exposure. This wave of sell-offs is primarily concentrated in AI-related stocks, as the market continues to question whether the industry's large-scale capital expenditure plans will ultimately generate sufficient profits.
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