高盛：美國銀行業壓力令南韓及臺灣股市面臨風險

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高盛：美國銀行業壓力令南韓及臺灣股市面臨風險

阿思達克 03-17 10:39

高盛(GS.US)表示，臺灣、南韓及電腦硬件行業的股票今年升幅過大，認爲這些板塊特別容易受到美國銀行業危機所影響。高盛稱，臺灣及IT行業對美國金融狀況及經濟增長的敏感度較高，而這些板塊以及南韓市場尚未反映近期的宏觀發展。相反印度及泰國市場，以及公用事業與消費零售行業將較爲不受美國銀行業危機所影響。

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高盛：美國銀行業壓力令南韓及臺灣股市面臨風險

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