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半导体股获利了结需谨慎，韩国投资证券称AI投资支撑低估值
发布: · 来源: mk.co.kr
一句$话总结: 韩国投资证券11日分析称，在高通胀担忧趋于缓和之际，AI投资扩张仍在延续，半导体板块股价相较盈利增长仍被低估。
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韩国投资证券11日表示，尽管市场仍担忧高通胀，但人工智能（AI）投资扩张趋势仍在延续，因此对半导体板块不宜急于获利了结，而应保持持有视角。近期半导体股被认为上涨压力加大，但该券商解释称，应同时观察物价担忧趋于缓和的走势以及企业盈利增长。即便市场认为股价已经大幅上涨，但与盈利增长速度相比，半导体板块估值仍处于低估状态。由于AI相关投资扩张继续支撑行业景气预期，较短期获利了结而言，更需要确认业绩走势。来源: mk.co.kr
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