富达国际：下半年维持对亚太区(日本除外)股票适度超配

格隆汇07-08

富达国际投资策略董事简立恒表示，全球股市受惠于企业盈利表现强劲、油价回落，以及市场对人工智能(AI)投资持续，并有助投资者维持风险偏好。从区域配置角度，富达维持对亚太区(日本除外)股票适度超配。北亚地区在AI产业链中占据独特地位，涵盖半导体制造、科技硬件、工业自动化及数码服务等多个环节。AI基础设施及半导体需求持续强劲，为韩国及中国台湾市场的盈利前景及股市表现提供支持。另一方面，东南亚经济体及印度...

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