Bargain Hunting In The Tech Sector
Bargain Hunting In The Tech Sector
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.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。