看图 | 富达旗下180亿美元基金：韩国芯片股将迎来新一轮涨势

【看图 | 富达旗下180亿美元基金：韩国芯片股将迎来新一轮涨势】韩国最大的几只芯片股的涨势可能已经停滞，但富达国际旗下一支规模达180亿美元的科技基金的经理预计，新一轮涨势即将到来。富达全球科技基金驻伦敦主管Hyun Ho Sohn表示：“存储芯片行业周期正接近或可能已处于低谷，人工智能相关投资可能会推动需求的强劲复苏。”他补充称，疲软的盈利已被消化，管理层的积极指引可能将开始再次推高这些芯片股。全球半导体类股的涨势在7月暂时停歇，因为半导体企业面临盈利的现实考验，部分投资者也选择获利了结。三星电子和海力士的股价在本月出现下滑，2023年以来的涨幅分别收窄至27%和50%。尽管股价有所上涨，但这两家公司的股价均不到账面价值的1.3倍，而美国芯片股的这一指标则为5.3倍，后者的估值因人工智能主题而飙升。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/275/w1200h675/20230725/a75e-8b73daf5fba83b996e0f7050740234bf.jpg"]},"commentid":"live:finance-152-3187257:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2023-07-25 14:23:45","update_time":"2023-07-25 14:23:55","is_need_check":"1","check_time":"2023-07-25 14:23:47","check_status":"1","check_user":"yongsheng6@staff.sina.com.cn","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"fund","symbol":"159813","key":"u82afu7247"},{"market":"fund","symbol":"161631","key":"u4ebau5de5u667au80fd"},{"market":"fund","symbol":"515980","key":"u4ebau5de5u667au80fd"},{"market":"fund","symbol":"512480","key":"u534au5bfcu4f53"},{"market":"us","symbol":"ssngy","key":"u4e09u661fu7535u5b50"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2023-07-25\/doc-imzcwsyt7968897.shtml","docid":"mzcwsyt7968897"}","old_live_cid":"0","tab":"","tag":[{"id":"2","name":"行业"},{"id":"6","name":"观点"},{"id":"102","name":"国际"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2023-07-25/detail-imzcwsyt7968897.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3187256,"zhibo_id":152,"type":0,"rich_text":"自然资源部：2月份已提前启动国家级地质灾害气象风险预警。（新华社）