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半导体股高位压力仍在，韩国投资证券称AI投资扩大支撑持有策略
发布: · 来源: mk.co.kr
一句$话总结: 韩国投资证券11日表示，在高通胀担忧趋于缓和的背景下，AI投资扩张仍在延续，半导体股价相较盈利增长依然被低估。
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韩国投资证券11日表示，尽管市场仍担心高通胀，但人工智能（AI）投资扩大的趋势仍在延续，因此半导体板块的持有策略依然有效。近期半导体股上涨后，高位负担和获利了结动机有所增强，但该券商认为，与盈利增长幅度相比，股价仍处于低估状态。其同时指出，市场对高通胀的担忧正呈现缓和迹象，这也是支撑行业投资情绪的积极背景。因此，分析认为，不宜仅因短期快速上涨就急于卖出半导体股，而应同时关注AI投资扩大和业绩改善的可能性。来源: mk.co.kr
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