[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioa8fa1285":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioa8fa1285","伯恩斯坦：软件股跑赢后，日本AI硬件价值回落，布局窗口正在开启","\u002Fdoc\u002Fdcioa8fa1285","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，伯恩斯坦对日本的IT硬件与电子板块给出正面判断指出其基本面仍强，市场对AI情绪过度悲观。过去一个季度软件与IT服务股涨约30%，AI相关股因预期过高而估值承压，同期FY26盈利预期却整体上调2%至11%，估值回落反成入场窗口。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>伯恩斯坦表示，日立与三菱重工是长期首选，当前村田是最佳入场点。村田、日立、NEC、三菱电机和三菱重工均获得该行“跑赢大盘”评级。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该行看好软件与网络安全、AI元件、能源与军工三大主线，长期配置与当前入场时点各有侧重。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>三条主线\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>主线一软件与网络安全。日本国内软件投资增速预计由2025年的+7.5%升至2026年的+10.3%，富士通与野村综研的投资者日印证IT现代化与数据、AI需求旺盛;日企频遭网络攻击，抬高网安订单紧迫性，板块整体受益于本土需求加速。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>主线二AI元件(MLCC)。MLCC(多层陶瓷电容)供需偏紧，订单出货比维持1.5;日本7至8月MLCC出口同比增30%，指向本季收入高增长。国巨、三星电机、太阳诱电已率先涨价10%至20%，涨价落地是本板块关键催化;BBU(电池备份单元)与CBU(电容备份单元)带来结构性增量，但新玩家涌入令竞争加剧。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>主线三能源、军工与日元。电网业务共识预期同比增25%至30%;全球燃气轮机年需求料由2025年的91吉瓦升至100至120吉瓦，燃机订单有望超预期，军工板块营收预计持续约20%增长。本季美元兑日元由145贬至159，出口型板块整体受益。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]