巴伦周刊:半导体股修正后浮现更具吸引力布局机会,看好英伟达、AMD等

格隆汇
Nov 06
据巴伦周刊,iShares半导体ETF自10 月初以来累计重挫约28%,较6月22日历史收盘高点回落约37%,反映市场对芯片产业成长前景的预期快速降温。该刊今年5 月曾在芯片股上涨、回档风险逐渐升高时,推荐英伟达、AMD、博通、美光与台积电五家业者。如今股价大幅修正,这五家公司的投资理由仍然成立,核心在于AI依旧是半导体产业最重要的成长动力。随着股价大幅修正,产业估值已降至近三年低点,若人工智能(AI)投资只是放缓,而非全面崩溃,上述五家业者正浮现更具吸引力的布局机会。

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