资产管理公司瞄准AI半导体供应链投资机会
Asset managers target global tech growth
Why we picked it
曼谷的资管机构在把资金投向芯片和HBM这条供应链，想了解钱往哪儿流的可以看看这篇。
AI与数据中心的快速扩张正在带动先进处理器和高带宽内存（HBM）的需求增长。曼谷多家资产管理公司认为，全球半导体供应链因此出现投资机会。覆盖芯片制造、内存和AI基础设施的相关标的成为资金配置重点。
Original · Bangkok Post: Business
Asset managers target global tech growth
The rapid expansion of artificial intelligence (AI) and data centres is creating investment opportunities across the global semiconductor supply chain, as demand for advanced processors and high-bandwidth memory (HBM) grows alongside investment in AI infrastructure.
