摩根大通:AI和半导体上升周期将延长至2027年,看好亚洲科技股在明年的表现

华尔街见闻
Nov 12, 2025

摩根大通的最新研究认为,尽管市场对人工智能泡沫的担忧情绪持续存在,但由AI驱动的半导体上升周期远未见顶,其持续时间将超出典型周期规律并延长至2027年,这为亚洲科技股在2026年的表现提供了强力支撑。 据追风交易台消息,该行在一份于2025年11月11日发布的报告中上调了其预期,预测全球半导体收入在2026年和2027年将分别增长18%和11%。这一判断主要基于生成式AI仍处在陡峭的早期采纳曲线、...

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