摩根大通:儘管出現調整 但亞洲科技股的上行週期仍有持續空間
摩根大通表示,亞洲科技股的升勢尚未結束,當前調整似乎與之前週期中的調整相似。人工智能(AI)硬件支出可能會在未來一到兩年內保持增長,而企業對AI使用情況的預期仍然温和,並且也仍沒有達到對2025年市場大失所望的水平,”Gokul Hariharan在報吿中寫道週期性非AI技術的復甦“一直相當緩慢,但庫存一直在出清,大多數公司終於開始按需發貨”。總體而言,亞洲科技股的估值居高但並不過分,或者也未預示着一個週期頂部的跡象,而盈利修正仍在繼續向上。處在這些水平的首選股包括台積電、鴻海、SK海力士、廣達、欣興電子、大立光、立訊精密、ASMPT和世芯電子。
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