美股半导体总结与展望

塔子哥的随笔
Aug 25, 2025

2022年底以来,随着ChatGPT的推出,美股乃至全球股市都走出了波澜壮阔的AI行情。那么,这波行情是怎么走的?软件硬件各自表现如何?在英伟达财报前,高盛分析师发表报告更新了他们对英伟达的展望和复盘,也谈到了对于资本开支和其他硬件股的看法。高盛指出,股价表现良好,但可能消化了较多催化,需要进一步的利好才能推动:在英伟达8月27日财报发布前,我们就该股截至年末的战术性表现提供分析。需要明确的是,...

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