JPMorgan SAR Asian Fund的联席管理人Oliver Cox预计，随着人工智能热潮有增无减，中国台湾、日本和韩国芯片供应链中的公司销售增长将加速。

华尔街见闻06-25

JPMorgan SAR Asian Fund的联席管理人Oliver Cox预计，随着人工智能热潮有增无减，中国台湾、日本和韩国芯片供应链中的公司销售增长将加速。“我们已经看到美国主要公司的估值大幅重估，但相比之下，我们没有看到亚太供应链中的许多公司有如此大幅度的估值重估，因此我认为仍有追赶的空间。”当前，费城证券交易所半导体指数预期市盈率约为28倍，高于20倍的五年平均水平，而跟踪亚洲主要芯片...

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