疯涨之后，大摩唱空美国芯片股

华尔街见闻2020-12-22

摩根士丹利警告，美国半导体芯片近期强劲的表现已经导致行业股票估值过高，即便行业供需继续复苏，相关股票未来上行空间可能也依然非常有限。摩根士丹利分析师Joseph Moore表示，尽管受新冠疫情及贸易紧张局势影响，今年股市依然表现强劲。在疫苗全面铺开的情况下，目前市场上对2021年经济复苏的乐观情绪盖过了对短期基本面的担忧，这推动市场继续上行。但Moore警告，近期涨势迅猛的半导体股在明年可能...

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精彩评论

缺粮
2020-12-24
缺粮
新能源才是噩梦
九菲忒
2020-12-23
九菲忒
Intel不是芯片股好不好
iAm22
2020-12-23
iAm22
那买啥啊大魔快追特斯拉去
- iAm22:
  买大魔的意思[无语]
- 14亿少女的梦:
  买银行 [笑哭]

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