贝莱德：芯片股抛售过头了

格隆汇07-23

过去几周，闪迪、美光科技等芯片股从华尔街最大的AI赢家沦为跌幅最惨重的股票。但全球最大资产管理公司贝莱德认为，投资者或许误判了形势。贝莱德表示，近期科技和半导体股票的急剧抛售属于“反应过度”，并警告市场正在将“AI竞争格局的转变”与“AI投资崩溃”混为一谈。贝莱德表示，强劲的经济增长和持续的盈利扩张使其继续维持“超配”美股的立场，并建议投资者重点关注电力、芯片和数据中心等AI瓶颈领域。

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