野村资管看好马来西亚芯片企业,受益人工智能浪潮

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【野村资管看好马来西亚芯片企业,受益人工智能浪潮】野村资产管理分析师表示,马来西亚半导体企业的盈利前景在中短期内向好,行业仍具备充足增长空间。野村投资组合经理阿里斯・沙里夫周一在吉隆坡媒体简报会上称,布局人工智能供应链的马来西亚企业前景乐观,该国强劲的电子产品出口体现出人工智能热潮带来的红利。资深股票分析师川本武指出,马来西亚仍可进一步发力芯片先进封装与前端制造领域,并推出更多优惠政策吸引跨国企业。

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