CNBC财经名嘴:美股半导体股上演“报复性反弹”,看好博通表现

格隆汇
7 hours ago

CNBC财经名嘴Jim Cramer表示,半导体股周一强势反弹,正上演一波“报复性反弹”,反映市场开始回补上周因过度悲观情绪而遭抛售的人工智能(AI)芯片族群。他认为,上周卖压反应过度,如今投资人正重新进场布局。其中,Cramer特别看好博通后续表现。他指出,博通宣布与苹果将客制化芯片合作延长至2031年,对公司而言是一大利多。不过,Cramer认为,市场对英伟达过于悲观,目前本益比已不到预估未来12个月获利的19倍,评价已明显遭到低估。

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