新兴市场教父:建议买入芯片股
被誉为“新兴市场教父”的Mark Mobius周四在接受采访时表示,随着中国和美国加大对半导体行业的投资,他正在大举押注半导体股票。
Mobius表示,芯片制造商是“我们投资组合中的头号类别”。并补充道,与该行业相关的公司将表现良好,因为“中国和美国都在半导体研究和生产方面投入了大量资金”。
在利率上升导致2022年的暴跌之后,芯片股在2023年有了一个良好的开端。投资者的注意力似乎已经开始转向该行业的长期增长前景和较低的估值。费城半导体指数今年以来上涨了20%,相比之下,标普500指数的涨幅为4%,有望创下2016年9月以来优于美股基准指数的最佳季度表现。
与此同时,亚洲有望从该行业前景改善中受益,因为该行业拥有台积电(TSM.US)和韩国三星电子(SSNLF.US)等全球领头羊。另外,Mobius补充道,中国和印尼的前景仍然“良好”。
据悉,中国和美国之间的技术冲突正将数十亿资本(其中一些直接来自政府金库)注入芯片行业,因为各国都在竞相建立国内半导体生产。更根本的是,芯片正变得越来越复杂,随着未来技术的主流采用,从联网汽车和设备到需要强大计算能力的人工智能,芯片需求预计将急剧增长。
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