Bargain Hunting In The Tech Sector
Bargain Hunting In The Tech Sector
The sharp decline in Bursa's high-tech segment presents a buying opportunity for quality technology stocks. The Technology Index declined 14.4% in the past month, underperforming the FBM KLCI, which gained 0.7%, according to Kenanga.
布爾薩的高科技行業出現大幅下跌,爲優質科技股提供了購買機會。根據肯安航(Kenanga)的數據,科技指數在過去一個月下降了14.4%,表現不如FBm KLCI指數,FBm KLCI指數上漲了0.7%。
Analysts view favourably Inari Amertron Bhd (INARI), PIE Industrial Bhd (PIE) and Nationgate Holdings Bhd (NATGATE) for their good position with strong earnings visibility and exposure to high-growth segments like AI-related infrastructure.
分析師們看好Inari Amertron Bhd (INARI,伊納裏)、PIE Industrial Bhd (PIE,PIE工業)和Nationgate Holdings Bhd (NATGATE,納特蓋特),因爲它們在AI相關基礎設施領域處於良好的地位,具有強大的盈利可見性和高增長板塊的投資。
PIE has secured a major server switcher customer, while NATGATE aims to deliver 1,000 AI servers by year-end. INARI is ramping up production of 800G optical transceivers to meet increasing demand for faster data transfers in data centers.
PIE已經獲得了一家重要的服務器切換器客戶,而NATGATE計劃在年底前交付1,000台AI服務器。INARI正在加快800G光學收發器的產量,以滿足數據中心快速數據傳輸需求的增長。
Malaysia's data center sector is expected to expand significantly. AI servers alone are estimated at RM97.8b, offering significant opportunities for local tech players. Following a 12-18 month data center construction phase, the fit-out phase is expected to begin in 4QCY24-1HCY25.
馬來西亞的數據中心行業有望大幅擴張,僅AI服務器市場就預計達到RM97.8億,爲本地科技企業提供巨大機遇。在12-18個月的數據中心建設階段後,裝修階段預計將於2024年第四季度至2025年上半年開始。
Looking ahead, Generative AI smartphones that have shifted user interactions from touch to voice (voice assistants) are expected to grow more than three-fold (364%) in 2024.
展望未來,生成式AI智能手機使用戶界面從觸摸轉向語音(語音助手),預計到2024年將增長超過三倍(364%)。
Globally, the semiconductor market is projected to experience robust growth in CY24 and CY25. As of July 2024, global semiconductor sales surged by 18.7% YoY, reaching USD 51.3b.
全球半導體市場預計在2024年和2025年經歷強勁增長。截至2024年7月,全球半導體銷售額同比增長18.7%,達到513億美元。
Overall, Kenanga has awarded an OVERWEIGHT rating for the tech sector.
總體而言,肯安航(Kenanga)對科技板塊給予了超配評級。
譯文內容由第三人軟體翻譯。