海港研究：部分半导体股‘脱离基本面’，涨势或难持续

环球市场播报05-19 20:58

　　海港研究认为，在经历了4月和5月初的抛物线式上涨之后，半导体股已跑在了自身基本面的前面。

　　分析师杰伊·戈德堡周一写道：“我们认为半导体市场短期内将出现震荡。尽管人工智能的长期趋势将是一股重要力量，但我们看到许多股票的走势已经脱离了基本面。”

　　他补充道：“AMD和英特尔有很好的机会逐步消化并赶上它们的业绩预期，但英伟达仍然受到高预期和严重供应限制的制约。”

　　半导体股因市场对CPU和内存芯片的需求而飙升，芯片短缺提振了该行业的利润率，并导致苹果和谷歌等超大规模企业对其投入成本感到担忧。

　　美光、AMD和英特尔等股票上周初开始从各自的峰值回落。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：张俊 SF065

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