ETF异动 | 南方美股七巨头(03454)继续走高近六日涨近9% 投资者撤出半导体转投超大规模云厂商

智通财经网07-07

智通财经APP获悉，南方美股七巨头(03454)继续走高，近六个交易日累计涨幅接近9%。截至发稿，涨1.1%，报10.99港元，成交额121.99万港元。

消息面上，Meta宣布将开始向外部客户出售其多余的算力，市场认为超大规模云厂商的资本开支增速将迎拐点。摩根士丹利策略师Michael Wilson表示，超大规模云厂商与半导体股票之间的表现严重背离，本质上难以持续，因为芯片商的需求，根本上依赖于云计算商的资本开支意愿。

Wilson带领的策略团队指出，半导体板块上涨动能正在减弱，投资者正将资金从该板块转向AI超大规模云服务商等表现滞后的领域。超大规模云服务商拥有稳健的核心业务支撑，在AI产业链中具备较高投资吸引力。为了追踪Solactive美股七巨头(包括Alphabet、亚马逊、苹果、Meta、微软、英伟达、特斯拉)指数的表现，南方美股七巨头(03454)采用全面复制策略。

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