大行评级丨美银:2027年全球半导体销售额可望达到约1万亿美元 首选英伟达和博通等

格隆汇
Yesterday

美国银行最新研究报告指出,受AI相关领域需求激增推动,2027年全球半导体销售额可望达到约1万亿美元,该先前预测的8600亿美元显著上调。其中,存储芯片(涵盖HBM、通用型DRAM及NAND闪存)以及数据中心/ AI相关零件的增长前景将显著向好,消费电子/汽车领域的表现则会对整体增长形成小幅抵消。美银重申五大半导体产业首选股:英伟达、博通、AMD、泛林集团和科磊,认为这些公司最能受益于数据中心和存储支出的强劲前景。

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