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FSMOne：人工智能硬體熱潮 下半年持續 憂通脹升溫減息止步

Future Wealths
Future Wealths
17 6 月, 2026
One Min Read
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展望2026下半年，FSMOne（香港）總經理陳家朗認為人工智能（Al）硬體熱潮將會持續，強勢的半導體及記憶體生產商將繼續領跑股市；美國經濟仍然強勁，去年出現的經濟下行訊號，包括製造業PMI及非農就業數據等數字於今年不但沒有惡化，而且更出現復蘇跡象，整體企業盈利亦逐創新高，基本面穩定。

原文: https://finance.mingpao.com/fin/instantf/20260617/1781691897589/fsmone-%E4%BA%BA%E5%B7%A5%E6%99%BA%E8%83%BD%E7%A1%AC%E9%AB%94%E7%86%B1%E6%BD%AE-%E4%B8%8B%E5%8D%8A%E5%B9%B4%E6%8C%81%E7%BA%8C-%E6%86%82%E9%80%9A%E8%84%B9%E5%8D%87%E6%BA%AB%E6%B8%9B%E6%81%AF%E6%AD%A2%E6%AD%A5%22%20target=%22blank

Last Update: 17 6 月, 2026

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