韩国央行警告芯片奖金或推高通胀
2026-06-21 02:40:49
据财联社报道，韩国央行罕见警告，存储芯片景气周期带来的巨额绩效奖金可能从半导体行业扩散至更广泛领域，进而推高通胀压力。随着三星、SK海力士员工奖金大幅增长，芯片厂周边奢侈品消费升温，新世界、乐天购物、现代百货等零售股被部分投资者炒作成“存储概念股”。韩国央行预测该国今年整体通胀率可能达2.7%，高于2%的政策目标，7月或9月政策会议被视为重要加息窗口期。
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