2022年仍是科技股的天下 ?
(台北24日综合电)在全球股市出现一波涨幅之后,分析员认为,2022年投资股票,精选持股是创造超额报酬的关键,科技股则是相对看好类股。
中国信托科技趋势多重资产基金经理人杨士醇表示,疫情爆发加速企业数位转型需求,随冬季疫情再起,预料对云端储存、运算、资料库等需求将将成长期趋势,未来世界将以“云端”为中心。
高盛预估,2025年全球企业云端支出将成长至6270亿美元,渗透率也将由目前20%成长至53%,其中企业支出将以云端基建服务(SaaS)、 云端平台服务等(PaaS)类股为大宗。
近期由于供应链雍塞问题再获市场关注,资金可能移往“高利润”的高品质类股,云端科技不少成长股满足上述高品质类股条件,有望缓解供应链带来冲击,长期仍具成长空间。
对于科技业后市,富兰克林证券投顾表示,元宇宙(metaverse)为近期科技领域最热门的市场话题,许多科技龙头包括脸书宣布改名为Meta全力发展元宇宙、微软、绘图晶片大厂NVIDIA竞相投入,让元宇宙相关概念股股价水涨船高。
他们认为,在科技公司持续研发带动新技术及新产品不断推陈出新,蓄积科技股涨升实力,放眼2022年,美国股市在经济及企业获利稳健增长支持下可望延续多头行情,精选持股将是创造超额报酬的关键,建议投资人可以长期眼光布局科技基金,掌握当下最具发展潜力的创新题材。
安联AI人工智能基金经理团队认为,关于AI等新创技术的应用将持续增强创新周期、帮助相关企业达成高于平均的成长,未来也有机会看到此增长的复利效果。
他们说,在AI基础领域,5G将加速AI基础建设的布局、支撑相关半导体需求,此外,缺货压力持续,也可望提供相关企业支撑;在AI应用领域,将有越来越多软体或服务将内建AI,AI及机器学习也可让例行工作自动化,使员工专注更具创造力的领域,预期未来也将有更多企业采用AI、带动数位转型并扩大AI可涉入领域之机会。
https://www.sinchew.com.my/20211124/%E5%88%86%E6%9E%90%EF%BC%9A2022%E5%B9%B4%E4%BB%8D%E6%98%AF%E7%A7%91%E6%8A%80%E8%82%A1%E7%9A%84%E5%A4%A9%E4%B8%8B/
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