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下个阶段，可能还是要看到业绩实实在在的提升，否则就就会杀估值

AI掀起狂潮，美股半导体ETF一季度涨疯了

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10:36","market":"us","language":"zh","title":"AI掀起狂潮，美股半导体ETF一季度涨疯了","url":"https://stock-news.laohu8.com/highlight/detail?id=2423505109","media":"华尔街见闻","summary":"在美国经济软着陆的预期和对AI狂热追捧的加持下，全球股市在今年一季度开启“狂飙”模式，而涨幅最为耀眼的莫过于半导体ETF。在AI浪潮下，VanEck半导体ETF涨幅达到了28.5%，有望创下自2023年第一季度以来的最大季度涨幅。费城半导体指数和半导体行业ETF一季度分别累涨约17.5%和17.7%。VanEck半导体ETF中有7只成分股预计将在第一季度出现亏损，行业内部的表现存在分化。","content":"<html><head></head><body><blockquote><p><strong>在科技股的加持下，全球股市一季度“狂奔”，标普今年22次创出收盘新高，VanEck半导体ETF涨幅达到了28.5%，有望创下自2023年第一季度以来的最大季度涨幅。</strong></p></blockquote><p>在美国经济软着陆的预期和对AI狂热追捧的加持下，全球股市在今年一季度开启“狂飙”模式，而涨幅最为耀眼的莫过于半导体ETF。</p><p>MSCI全球股指3月屡创新高，今年迄今上涨7.7%，为 2019年以来的最大涨幅。<a href=\"https://laohu8.com/S/161125\">标普500</a>指数一季度累计上涨10.16%，为2019年以来的最强同期涨幅，<strong>今年已22次创出收盘新高</strong>。欧洲斯托克600指数累涨约7%，连涨两个季度。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9ebecdede4e076e5396d95e21a0a101\" title=\"\" tg-width=\"1024\" tg-height=\"641\"/></p><p>在AI浪潮下，VanEck半导体ETF(SMH)涨幅达到了28.5%，有望创下自2023年第一季度以来的最大季度涨幅。费城半导体指数和半导体行业ETF一季度分别累涨约17.5%和17.7%。</p><p>占据VanEck半导体ETF权重达四分之一的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在第一季度领涨，凭借先进的AI芯片和强大的软件平台CUDA，英伟达涨幅达到了82%，市值增加逾1万亿美元；<a href=\"https://laohu8.com/S/MU\">美光科技</a>得益于AI热潮之下存储需求井喷，涨幅排名第二，今年迄今涨近40%；VanEck半导体ETF的第二大持仓股<a href=\"https://laohu8.com/S/TSM\">台积电</a>也在乘势而上，2024年初至今，上涨超过30%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d0ae6fd6562a1ca9a5388ea54223467\" title=\"\" tg-width=\"1024\" tg-height=\"788\"/></p><p>Mahoney Asset Management总裁Ken Mahoney认为，AI对半导体行业的需求丝毫没有放缓的迹象，半导体股的涨势将延续：</p><blockquote><p>每个人都认识到，这不仅仅是几个季度的短暂繁荣，等到所有公司获得他们想要的硬件和需要的芯片时，这可能是一个多年的扩张。</p></blockquote><p>虽然英伟达引领的AI涨幅已推动该行业迈向另一个盈利季度，但这远非推动SMH上涨的唯一主题。Gabelli Funds的投资组合经理兼技术分析师Hendi Susanto指出，<strong>市场对存储芯片、PC和智能手机等领域复苏的预期，也推动了半导体板块的上涨。</strong></p><p>市场研究公司Counterpoint Research周四公布的报告显示，在经历了长达两年多的低迷之后，2024年全球智能手机出货量预计将反弹3%。高端智能手机出货量将增长17%，人工智能和可折叠设备的普及将引发换机需求。</p><p>2024年一季度，由科技股推动的涨势蔓延至全球，欧股和日股均跑赢美国，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数、德国DAX指数、法国CAC 40指数和西班牙Ibex 35指数和日经225的表现均优于标普500指数。</p><p>其中，在主要市场中日股今年一季度的涨幅最为瞩目，因投资者对其经济前景的看好，在芯片相关股票价格上涨的推动下，日本东证指数上涨超16.2%，不断逼近历史新高。</p><p>不过瑞银策略师Andrew Garthwaite警告称，半导体行业股价的快速上涨正释放出警告信号，像人工智能这样商业模式可能会会带来极端估值的风险。</p><p>与此同时，尽管半导体行业整体表现强劲，但并非所有半导体公司都受益于AI相关的交易和投资主题。VanEck半导体ETF(SMH)中有7只成分股预计将在第一季度出现亏损，行业内部的表现存在分化。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI掀起狂潮，美股半导体ETF一季度涨疯了</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/db39349f944875e4cb7164da9345c896","relate_stocks":{"LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0444971666.USD":"天利全球科技基金","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4529":"IDC概念","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","LU0109391861.USD":"富兰克林美国机遇基金A 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SGD","NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3711613","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2423505109","content_text":"在科技股的加持下，全球股市一季度“狂奔”，标普今年22次创出收盘新高，VanEck半导体ETF涨幅达到了28.5%，有望创下自2023年第一季度以来的最大季度涨幅。在美国经济软着陆的预期和对AI狂热追捧的加持下，全球股市在今年一季度开启“狂飙”模式，而涨幅最为耀眼的莫过于半导体ETF。MSCI全球股指3月屡创新高，今年迄今上涨7.7%，为 2019年以来的最大涨幅。标普500指数一季度累计上涨10.16%，为2019年以来的最强同期涨幅，今年已22次创出收盘新高。欧洲斯托克600指数累涨约7%，连涨两个季度。在AI浪潮下，VanEck半导体ETF(SMH)涨幅达到了28.5%，有望创下自2023年第一季度以来的最大季度涨幅。费城半导体指数和半导体行业ETF一季度分别累涨约17.5%和17.7%。占据VanEck半导体ETF权重达四分之一的英伟达在第一季度领涨，凭借先进的AI芯片和强大的软件平台CUDA，英伟达涨幅达到了82%，市值增加逾1万亿美元；美光科技得益于AI热潮之下存储需求井喷，涨幅排名第二，今年迄今涨近40%；VanEck半导体ETF的第二大持仓股台积电也在乘势而上，2024年初至今，上涨超过30%。Mahoney Asset Management总裁Ken Mahoney认为，AI对半导体行业的需求丝毫没有放缓的迹象，半导体股的涨势将延续：每个人都认识到，这不仅仅是几个季度的短暂繁荣，等到所有公司获得他们想要的硬件和需要的芯片时，这可能是一个多年的扩张。虽然英伟达引领的AI涨幅已推动该行业迈向另一个盈利季度，但这远非推动SMH上涨的唯一主题。Gabelli Funds的投资组合经理兼技术分析师Hendi Susanto指出，市场对存储芯片、PC和智能手机等领域复苏的预期，也推动了半导体板块的上涨。市场研究公司Counterpoint Research周四公布的报告显示，在经历了长达两年多的低迷之后，2024年全球智能手机出货量预计将反弹3%。高端智能手机出货量将增长17%，人工智能和可折叠设备的普及将引发换机需求。2024年一季度，由科技股推动的涨势蔓延至全球，欧股和日股均跑赢美国，英国富时100指数、德国DAX指数、法国CAC 40指数和西班牙Ibex 35指数和日经225的表现均优于标普500指数。其中，在主要市场中日股今年一季度的涨幅最为瞩目，因投资者对其经济前景的看好，在芯片相关股票价格上涨的推动下，日本东证指数上涨超16.2%，不断逼近历史新高。不过瑞银策略师Andrew Garthwaite警告称，半导体行业股价的快速上涨正释放出警告信号，像人工智能这样商业模式可能会会带来极端估值的风险。与此同时，尽管半导体行业整体表现强劲，但并非所有半导体公司都受益于AI相关的交易和投资主题。VanEck半导体ETF(SMH)中有7只成分股预计将在第一季度出现亏损，行业内部的表现存在分化。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1045,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":58,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/289507006951616"}