据韩媒报道近期全球半导体股普遍大跌证券业分析师指出股价跌幅已远超基本面所反映的水平。韩亚证券研究员李在万（Lee Jae

智通财经07-20 08:44

据韩媒报道近期全球半导体股普遍大跌证券业分析师指出股价跌幅已远超基本面所反映的水平。韩亚证券研究员李在万（Lee Jaeman）表示：“即便考虑到市场对半导体周期性波动的担忧近期股价的暴跌幅度似乎也过大了。”该研究员指出：“我们认为半导体企业股价反弹的催化剂将是美国超大规模云服务商从7月下旬开始陆续发布的财报。”他补充道：“预计Alphabet、微软、Meta和亚马逊的合计资本支出增长率将从2026年第一季度的80%升至第二季度的83%和第三季度的92%。”他还表示：“鉴于投资需求的增长半导体企业维持高营业利润率也是有可能的。”。

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