摩根资管:半导体及基建供不应求,不太担心美国整体AI股存在泡沫

格隆汇
Oct 27

格隆汇10月27日|摩根资管美国科技基金经理Joe Wilson表示,目前全球GPU供不应求之余,相关基建设施亦出现瓶颈,故不太担心美国整体AI股份存在泡沫。他解释,美国过去20年对半导体的投资极少,造成半导体供应不足的局面,加上AI基建需时多年才可落成,意味着未来几年有关增长势头仍能持续。 相对于大型科技公司,Wilson更关注中小型科技股。他坦言,投资者对部分“七巨头”(Magnificent...

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