高盛指出，AI资本开支热潮对韩国芯片周期拉动力度和持续时长均超预期。
据Odaily星球日报报道，AI催生的巨额顺差将延续至年末，预计韩国全年出口突破1万亿美元，经常账户顺差占GDP比重升至15%。
AI趋势 | 高盛：韩国全年出口或破1万亿美元
2026-06-23 09:54:07
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