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安聯看好下半年晶片需求復甦 目前是吸納好時機
阿思達克 04-06 12:33
安聯環球投資預計下半年晶片需求復甦,晶片銷售將在第二季度見底,預計晶片股將在銷售好轉前一兩個季度反彈,認為現時是增持的好時機。 此前股神巴菲特看淡晶片股,並在去年第四季拋售86%所持的台積電(TSM.US)股份。安聯稱,雖然全年台積電業績將持平或略為收縮,但仍然看好台積電未來兩年的前景,整體上不太擔心目前晶片疲弱的需求,因長期而言晶片使用量亦會出現大幅增長。
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