晨星:AI技術成為科技行業主要潛化劑 料PC及智能手機出貨量見底回升
投資研究機構晨星(Morningstar)預測,經濟個人電腦(PC)及智能手機出貨量都將見底回升,當中PC的更換需求將高於智能手機,預計2024及2025年PC出貨量將分別增長4.1%及7.1%,對比2022及2023年跌幅為17%及15%;而智能手機出貨量則預期增長3.9%及4.5%,亦扭轉去年約8%跌勢。
展望未來,晨星股票研究總監伊藤和典相信AI技術發展將是科技行業的主要潛化劑,看好英特爾(INTC.US) 、高通(QCOM.US) 、聯發科等晶片製造商及聯想(00992.HK)等設備製造商,認為支援AI功能的設備會對終端消費者更具吸引力。
雖然對汽車行業數字化長期發展前景成長維持樂觀,但他表示,由於中國電動汽車需求放緩,零部件庫存增加,以及價格競爭加劇,因此對未來數季汽車需求持審慎看法。
談到內地遊戲行業,高級股票分析員蘇汝哲指出,當局於去年5月起恢復遊戲版號照審批,令行業在經歷連續幾季下跌後回升,預期版號的發放數量持續增加,將繼續帶動遊戲行業收入大幅增長,預測覆蓋的主要遊戲開發商可實現雙位數百分比的收入增幅。
該行看好網易(09999.HK)(NTES.US)擁有清晰可見的遊戲新作產品線及推出時間表,又認為騰訊(00700.HK)估值遭到低估,另外看好騰訊音樂(01698.HK)(TME.US)及雲音樂(9899.HK),認為低成本娛樂或會受現今消費者歡迎。
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