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【财经最热NOW】9月20日｜科技股出血无妨 分析认可趁低购入

Tan KW
Publish date: Fri, 20 Sep 2024, 07:21 PM
Tan KW
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过去一个月来，吉隆坡科技指数下挫了14.4%，不仅和马股整体走势相悖，更是与全球AI基建和数据中心热潮背道而驰；肯纳格投行研究因此认为，在半导体需求持续炙热的环境下，现在正是逢低买入科技股的好时机。

随着AI浪潮的强劲推进，本地科技企业自然也从中受益。分析员指出，广宇工业（PIE，7095，主板工业股）已经获得一家主要服务器切换器客户，NationGate控股（NATGATE，0270，创业板）计划在年底前交付1000台AI服务器，而益纳利美昌（INARI，0166，主板科技股）则加速生产800G光学收发器，以满足数据中心对更快数据传输的需求。

此外，生成式AI的兴起让市场更加期待AI智能手机的革新。AI手机被认为是下一个增长热点，预计2023年至2028年的年复合增长率将达到78%，2028年市场规模预计高达9.12亿台。

https://www.enanyang.my/财经最热now/【财经最热now】9月20日｜科技股出血无妨-分析认可趁低购入

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