半导体销售强劲 科技股逆风飞扬
(吉隆坡12日讯)虽然有通胀压力和晶片短缺问题,但全球半导体强劲销售势头仍保持,分析员持续看好科技领域,并点名喊买5只科技股。
MIDF投资研究日前发布报告写到,全球半导体5月工业销售维持高位在518亿美元(约2293亿令吉),按年增长18%。
“所有主要区域市场和产品类别,都录得强劲需求。”
按年来看,所有地区的销售均有增长,包括美国(36.9%)、日本(19.8%)、欧洲(16.1%)、亚太(15.8%)和中国(9.1%)。
虽然许多投资者都担心主要市场需求放缓,归咎于通胀率和乌克兰战争,但富士康好过预期的6月份销售,打消了这个忧虑;作为苹果公司的主要供应商,富士康6月销售按年增长31%。
展望未来,富士康相信今年全年展望稳健,且可能全年按年增长双位数,归功于服务器和电信产品销售贡献。
“这项进展可利好本地业者益纳利美昌(INARI,0166,主板科技股),因后者处在苹果手机生产供应链中。”
科技股比一比 12/7/22
另外,市场调查Allied显示,2020年全球电动车市场估值1631亿美元(约7220亿令吉),估计会在2030年达到8237亿美元(约3兆6465亿令吉),年均复增18.2%。
在今年5月,全球电动车销售年涨55%,占全球市占率12%。
随着电动车推动智能LED灯的增长需求,分析员认为可驱动帝与鸿(D&O,7204,主板科技股)赚幅扩大,及未来迅速增长。
整体考量后,分析员首选益纳利美昌和帝与鸿,并维持科技领域“正面”评级。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%8D%8A%E5%AF%BC%E4%BD%93%E9%94%80%E5%94%AE%E5%BC%BA%E5%8A%B2-%E7%A7%91%E6%8A%80%E8%82%A1%E9%80%86%E9%A3%8E%E9%A3%9E%E6%89%AC
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