美元/韩元:预计出口将导致汇率走低 - 荷兰国际集团
荷兰国际集团(ING)的Chris Turner强调,亚洲股市,特别是韩国和台湾的半导体重型指数表现优异,因为投资者关注人工智能赢家。受强劲的2月初韩国出口数据和汇回外汇收益的措施的支持,ING预测到3月底,美元/韩元可能回落至1425,预示着韩元将走强。

荷兰国际集团(ING)的Chris Turner强调,亚洲股市,特别是韩国和台湾的半导体重型指数表现优异,因为投资者关注人工智能赢家。受强劲的2月初韩国出口数据和汇回外汇收益的措施的支持,ING预测到3月底,美元/韩元可能回落至1425,预示着韩元将走强。

韩元预计在3月走强

"话虽如此,全球股市显示出一些强劲的迹象。在亚洲,韩国和台湾的半导体重型基准指数继续强劲上涨,投资者也在关注人工智能赢家。谈到赢家,亚洲被视为IEEPA关税裁决的主要受益者之一,亚洲出口商的表现已经相当不错。"

"昨天的数据表明,韩国2月初的出口数据非常强劲。结合其他吸引资本和外汇收益回流的措施,我们预测美元/韩元到3月底可能会回落至1425。"

"到目前为止,这些都没有对股市造成致命打击,标准普尔500指数自年初以来一直在6775-7000的狭窄区间内波动。然而,明天晚上的Nvidia发布可能是下一个大新闻。"

(本文是借助人工智能工具创建,并由编辑审核。)

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