摩根士丹利:2026半导体行业将“万里无云”,AI带飞全链条!

半导体新知道
Dec 19

最近,摩根士丹利证券甩出一份乐观预测,别再纠结AI到底能火多久,2026年的全球半导体行业将“万里无云”,2027年的前景也清晰可见!这波热潮不光利好AI芯片公司,还将把记忆体、晶圆厂这些“队友”一起拉进上升通道,带动整条半导体供应链都弥漫着多头的热乎劲儿。大摩说,现在美股指数基本被处理器类股“承包”,市场已经连续三年盯着AI半导体不放,毕竟大家对算力的需求简直“贪得无厌”,这仍是判断行业前景的...

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