新興市場之父麥樸思:正大舉押注晶片股
新興市場之父麥樸思(Mark Mobius)表示,目前已大舉押注晶片股,因美國及中國在晶片研究及生產方面投入大量資金。
今年以來費城半導體指數已上漲20%,而標準普爾500指數則升4%。麥樸思稱,亞洲處於晶片行業前景改善的有利位置,因台灣的台積電(TSM.US)及南韓的三星電子等處於全球晶片業龍頭,同時中國及印尼的前景仍然良好。
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