CIMB升級馬來西亞科技股因AI領域復甦

Reported about 1 year ago

CIMB Securities Sdn.因人工智慧需求增長帶動盈利透明度提升，將馬來西亞科技股評級由中性調高至超配。分析師Mohd Shanaz Noor Azam表示，科技股進入新的上升周期，有可能重新定價，預計從2024年下半年開始將看到利用率回升。加速供應鏈分散化和支持性政府政策也將提升收益。

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