新興市場教父:建議買入芯片股
被譽爲“新興市場教父”的Mark Mobius週四在接受採訪時表示,隨着中國和美國加大對半導體行業的投資,他正在大舉押注半導體股票。
Mobius表示,芯片製造商是“我們投資組合中的頭號類別”。並補充道,與該行業相關的公司將表現良好,因爲“中國和美國都在半導體研究和生產方面投入了大量資金”。
在利率上升導致2022年的暴跌之後,芯片股在2023年有了一個良好的開端。投資者的注意力似乎已經開始轉向該行業的長期增長前景和較低的估值。費城半導體指數今年以來上漲了20%,相比之下,標普500指數的漲幅爲4%,有望創下2016年9月以來優於美股基準指數的最佳季度表現。
與此同時,亞洲有望從該行業前景改善中受益,因爲該行業擁有臺積電(TSM.US)和韓國三星電子(SSNLF.US)等全球領頭羊。另外,Mobius補充道,中國和印尼的前景仍然“良好”。
據悉,中國和美國之間的技術衝突正將數十億資本(其中一些直接來自政府金庫)注入芯片行業,因爲各國都在競相建立國內半導體生產。更根本的是,芯片正變得越來越複雜,隨着未來技術的主流採用,從聯網汽車和設備到需要強大計算能力的人工智能,芯片需求預計將急劇增長。
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