本文作者:董静 来源:硬AI 巴克莱在美国半导体第三季度财报季前夕发布最新研报,对AI产业链投资策略进行重大调整。该行在维持AI投资周期仍处早期阶段判断的同时,警告部分股票已充分反映AI部署的全部收益,建议投资者将AI敞口集中于英伟达、博通和AMD三大龙头,同时下调Marvell、Astera Labs和Lumentum三只股票评级至中性。 10月21日,据硬AI消息,巴克莱分析师Tom O'...
Source Link本文作者:董静 来源:硬AI 巴克莱在美国半导体第三季度财报季前夕发布最新研报,对AI产业链投资策略进行重大调整。该行在维持AI投资周期仍处早期阶段判断的同时,警告部分股票已充分反映AI部署的全部收益,建议投资者将AI敞口集中于英伟达、博通和AMD三大龙头,同时下调Marvell、Astera Labs和Lumentum三只股票评级至中性。 10月21日,据硬AI消息,巴克莱分析师Tom O'...
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