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KIW 2026投资赛冠军张宰雄:半导体回调反是增持机会

第三届韩经-Timefolio KIW股票投资大赛冠军张宰雄于2026年5月14日在首尔新罗酒店表示,实际盈利增长和逢低买入龙头股是关键。

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KIW 2026投资赛冠军张宰雄:半导体回调反是增持机会

第三届韩经-Timefolio KIW股票投资大赛冠军张宰雄于2026年5月14日在首尔中区新罗酒店举行的KIW 2026活动上表示,未来市场的核心动力是“实际盈利增长”。他在比赛中跑赢市场收益率30个百分点,获得第一名。张宰雄称,如果上市公司进入营业利润900万亿韩元时代,全球投行提到的KOSPI一万点将不再是梦想数字。他认为AI半导体回调反而是提高配置的机会,并把拥抱机器人业务的现代汽车列为“首选”。他还表示,生物科技板块可能因资金流向集中而暂时被冷落,自己的夺冠秘诀是长期持有龙头股。来源: hankyung.com.

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  • 第三届韩经-Timefolio KIW股票投资大赛冠军张宰雄于2026年5月14日在首尔新罗酒店表示,实际盈利增长和逢低买入龙头股是关键。
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