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Lazard Fund Beating 93% of Peers Adds Samsung During Memory Rout
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62 天前
2026-08-07 06:14:37 UTC
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62 天前
2026-08-07 06:14:37 UTC
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62 天前
2026-08-07 08:02:06 UTC
Lazard 资管旗下表现优异的新兴市场基金在 7 月三星电子股价下跌时，一年多来首次增持该股。基金经理认为，存储芯片的上涨周期将持续，且三星估值具有吸引力。
The manager of a $9.6 billion Lazard fund, which has outperformed 98% of its peers over five years, bought Samsung Electronics during its July plunge. The move reflects a bet that the memory chip upcycle will continue through 2028 and that the stock offers attractive value.
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