星球日报
星球日报|5月 29, 2026 12:02
[SK Hynix and Samsung Stock Prices Surge, Triggering Fund Position Limits and Forced Selling; Goldman Warns of Additional Selling Pressure] Odaily Planet Daily reports that global investors are pouring into Samsung Electronics and SK Hynix stocks, but the soaring stock prices have hit the 10% single-stock position limit for some funds, forcing them to reduce holdings passively. It is reported that Zurich-based GAM Investment Management and Singapore's Jupiter Asset Management have both adjusted their portfolios to comply with position limit rules. According to statistics, as of Thursday, global investors had net sold $63.6 billion worth of South Korean stocks, marking the largest monthly sell-off since 1999. Goldman Sachs' analyst team pointed out that if the market concentration of Samsung and SK Hynix continues to rise, there could still be additional selling pressure in the future, even though most of the forced selling has already been completed.
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