(Bloomberg) - Tus qub tub rog tawm-kev lag luam lag luam Mark Mobius tau hais tias nws tab tom twv loj ntawm cov khoom lag luam semiconductor vim tias Asmeskas thiab Tuam Tshoj nce kev nqis peev hauv kev lag luam.
Feem ntau Nyeem los ntawm Bloomberg
Cov Chipmakers yog "ib qeb peb muaj nyob hauv peb cov ntaub ntawv," Mobius tau hais hauv kev sib tham hnub Thursday ntawm Bloomberg TV. Cov tuam txhab cuam tshuam nrog kev lag luam yuav ua tau zoo li "Tebchaws Asmeskas thiab Tuam Tshoj tab tom tso nyiaj ntau heev hauv kev tshawb fawb thiab kev tsim khoom semiconductor," nws hais ntxiv.
Chip cov khoom lag luam tau pib zoo rau xyoo 2023 tom qab nce cov paj laum ua rau muaj kev tua neeg nyob rau xyoo 2022. Cov neeg ua lag luam tsom tau pib hloov mus rau qhov kev loj hlob mus sij hawm ntev thiab cov nqi pheej yig dua. Philadelphia Semiconductor Index tau nce 20% xyoo no piv rau 4% nce hauv S&P 500 Index, ntawm chav kawm rau nws qhov kev ua tau zoo tshaj peb lub hlis twg piv rau US ntsuas txij lub Cuaj Hli 2016.
Asia yog nyob rau hauv txoj haujlwm tseem ceeb kom tau txais txiaj ntsig los ntawm txoj haujlwm kev txhim kho kev pom zoo vim nws nyob hauv lub ntiaj teb bellwethers xws li Taiwan Semiconductor Manufacturing Co. thiab South Kauslim Samsung Electronics Co., nrog Mobius ntxiv qhov kev pom zoo tseem "zoo" rau Tuam Tshoj thiab Indonesia.
Kev tsis sib haum xeeb ntawm Teb Chaws Asmeskas thiab Tuam Tshoj yog funneling billions ntawm peev - ib co ntawm nws ncaj qha los ntawm tsoom fwv coffers - mus rau hauv lub nti kev lag luam raws li lub teb chaws lub teb chaws sib tw los tsim domestic semiconductor ntau lawm. Ntau lub hauv paus, chips tau loj hlob ntau dua thiab kev xav tau yuav tsum tau nce siab nrog kev siv cov thev naus laus zis yav tom ntej los ntawm cov tsheb sib txuas thiab cov khoom siv rau kev txawj ntse uas yuav xav tau kev siv lub zog hnyav.
Mobius, uas tau koom nrog Mobius Capital Partners tom qab ntau xyoo kev ua haujlwm ntawm Franklin Templeton, hais ntxiv tias nws tseem "txhawj xeeb heev" ntawm Is Nrias teb vim nws siv feem ntau ntawm kev tsim khoom hauv Asia.
- Nrog kev pab los ntawm Edwin Chan.
Feem ntau Nyeem los ntawm Bloomberg Businessweek
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Tau qhov twg los: https://finance.yahoo.com/news/mobius-says-chip-stocks-top-051533304.html