高盛看好泛林集团、应用材料和希捷科技的半导体前景

英为财情
Jul 10, 2025

Investing.com - 高盛周四在一份报告中对美国半导体资本设备、存储和晶圆代工股票进行了评级,持"平衡观点",强调中周期动态带来的选择性机会。该公司给予泛林集团(NASDAQ:LRCX)、应用材料(NASDAQ:AMAT)、希捷(Seagate)和闪迪(SanDisk)买入评级,同时给予泰瑞达(NASDAQ:TER)和MKS Instruments(NASDAQ:MKSI)卖出评级。"...

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