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摩通:晶片熱潮推動亞洲科技產業復甦
摩根大通首席經濟學家Bruce Kasman表示,亞太地區科技業在晶片熱潮下一直在復甦,當中中國工業因此而受惠,北亞地區明顯受惠更多。不過,整個科技業的復甦並不平均,主要集中在晶片及DRAM等,例如南韓廠商表現相當不錯,台灣亦在生產邏輯晶片上做得相對較好,這是北亞地區的兩個主要受惠者。 摩通稱,該行的股票分析師仍然對科技行業相當樂觀,因為科技業是建立在更廣泛的數碼化、數據中心及AI等基礎上的。
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