兴业证券：韩国科技股PEG性价比最高科创板定价合理未高估

智通财经网06-29

智通财经APP获悉，兴业证券发文称，从PEG的角度来看，韩国科技性价比最高，其次是SOX、恒科、日本科技和创业板。科创板定价合理、并未高估。今年以来，Hyperscalers 26/27年Capex预期上修2000/3000亿美元，而同期全球核心算力公司利润上修3800/6900亿美元（其中海外5家存储公司就占到了80%），近期市场波动较大。参考科网行情，行情中后期波动同样显著放大（98年底-...

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26/27年Capex预期上修2000/3000亿美元，而同期全球核心算力公司利润上修3800/6900亿美元（其中海外5家存储公司就占到了80%）。4、近期A股科技表现强于海外的现象令市场困惑。但我们发现在科网行情的“高潮”阶段中(99年-00年)，受海外映射的日本科技同样可以跑赢美股科技。5、近期市场波动较大。参考科网行情，行情中后期波动同样显著放大（98年底-2000年初，纳指月平均波动率和跌幅超3%的交易日占比显著抬升）。6、我们此前指出，【Hyperscalers资本开支增速】是预判AI产业趋势、指引AI行情存续的最简单、有效的跟踪指标。而【韩国（半导体）出口金额增速】则可以作为其高频观测指标。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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兴业证券：韩国科技股PEG性价比最高 科创板定价合理未高估

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兴业证券：韩国科技股PEG性价比最高科创板定价合理未高估