Morgan Stanley: Auto stocks should be entered into the market

品正隨筆
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IPFS
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Morgan Stanley believes that investors are now facing a key question. Investors will need to decide whether to keep stocks that are performing well or take advantage of market volatility and switch to high-quality stocks that have been sold off.


According to Morgan Stanley, the valuation of Asian technology stocks will face more uncertainty before the full-scale tightening cycle. Morgan Stanley recommends that investors can take advantage of stocks that are currently being sold off sharply, but valuations are still at reasonable prices. It will be difficult to have good long-term assets in the short term.

Morgan Stanley is relatively optimistic about the stock, the first choice is the auto industry. The automotive industry chain will see substantial growth this year. Semiconductor wafers are expected to grow by 30%. Shorter delivery times, higher utilization rates, and inventory replenishment in 2022 will be the main upward factors.

In other industrial supply chains, the current iPhone production is expected to reach more than 52 million units in the first quarter of 2022, remaining strong. The iPhone SE3, which is expected to be released in late March this year, is expected to boost demand; PC shipments and inventories continue to increase. However, the overall sales volume has not changed; the shortage of servers has eased, and the backlog of orders is being filled; TV demand and LCD panels are still facing challenges; on the contrary, the bottleneck of the automotive industry chain has gradually subsided, and investment value has begun to emerge.

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品正隨筆財經傳媒三十年老兵, 歷任香港經濟一週社長/道瓊斯中國地區總編輯, 在香港成長, 在內地創業, 在美國上市, 曾旅居英國, 但最愛在台灣流連,
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