Lazard新兴市场股票基金抄底三星 看好内存芯片上行周期

智通财经
Aug 07
【Lazard新兴市场股票基金抄底三星 看好内存芯片上行周期】Lazard Asset Management一只规模96亿美元基金的管理者,借助三星电子7月暴跌的时机,一年多来首次将该股纳入投资组合。Monika Shrestha是Lazard新兴市场股票投资组合的联席管理人,她押注推动三星录得巨额利润的内存芯片上行周期将会持续进入2028年。数据显示,她管理的这只基金在过去一个月跑赢93%的同行,过去五年跑赢98%的同行。Shrestha在接受采访时表示,三星近期股价下跌是“一个具吸引力的买入机会”。尽管交易过度拥挤及剧烈波动吓坏了AI主题投资者,但她预计大型科技公司支出推动芯片销售强劲增长的整体叙事仍然不变。

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