半导体概念股 好运到了尽头?
(东京13日综合电)过去两年风光无限的半导体概念股正在堕入谷底,分析员认为,需求减少和存货太多等疑虑正导致市场的看法越来越悲观。
与此同时,投资者也担忧联储局升息和量化紧缩导致经济冷却,进而迫使企业减少或推迟设备投资。
此外,市场上还存在乌克兰局势恶化导致半导体生产所需的材料采购陷入停滞,令业绩出现恶化的可能性。
美国调查公司IDC统计显示,2021年10至12月中国智能手机供货量比上年同期减少3.5%,连续3个季度低于上年。
和证券的首席技术分析师木野内荣治认为,由于中国5G基地台等需求已告一段落,目前的库存呈现增加态势,卖出的信号已出现。
“如果政府的经济刺激措施等推动企业投资膨胀,会出现库存减少的局面,但最快也要等到6月以后。”
日本Asset Management One的基金经理岩本诚一郎表示,“在利空因素出尽之前不会积极买入”,他正在减少半导体概念股的持仓,预计“触底或将需要1年左右”。
https://www.sinchew.com.my/20220413/%E5%8D%8A%E5%B0%8E%E9%AB%94%E8%82%A1%E5%A5%BD%E9%81%8B%E5%88%B0%E4%BA%86%E7%9B%A1%E9%A0%AD%EF%BC%9F/
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