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《大行》大摩:H20晶片若獲批將直接利好中國數據中心及AI產業鏈
阿思達克 07-16 14:33
摩根士丹利發表研究報告指,英偉達(NVDA.US)確認已重新提交向中國銷售H20晶片的申請,預料美國將盡快發放許可,若H20晶片獲批,將直接利好中國數據中心及AI產業鏈,但提醒亦要觀察其實際出貨進度。 另有報道指美國總統特朗普考慮訪華,白宮正徵詢商界領袖的隨行意願。大摩指出,中美關係不確定性仍是近期抑壓中國離岸市場表現的關鍵因素,預料投資者尤其擔憂中美關稅休戰期限將於8月12日結束,認爲特朗普訪華行程若成行可爲雙邊經貿關係釋放緩和訊號,但關稅政策走向仍未待明確。 大摩認爲市場應關注宏觀經濟疲軟跡象及其他短期事件影響,建議繼續聚焦中國AI及科技產業受惠企業,同時配置盈利能見度高及具股息防守性的個股。除配置科技板塊外,大摩也建議增持現金流穩健且派息紀錄良好的公用事業及必需消費股,從而平衡短期市場波動風險。
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