从2024年复苏到2025年持续强劲,半导体行业从未经历过如此复杂的周期叠加。摩根士丹利发布的最新报告一针见血:在史无前例的AI基建热潮以及传统模拟芯片/MCU强劲去库存步伐推动之下,芯片股的“长期牛市逻辑”仍然完好无损。美国银行的资深分析师团队更是直接,直言带领美股踏入这轮超级牛市的芯片板块,2026年有望继续牛市上攻行情,成为市场的最核心焦点。【为什么如此强劲?】因为表面上,我们正身处典型的...
Source Link从2024年复苏到2025年持续强劲,半导体行业从未经历过如此复杂的周期叠加。摩根士丹利发布的最新报告一针见血:在史无前例的AI基建热潮以及传统模拟芯片/MCU强劲去库存步伐推动之下,芯片股的“长期牛市逻辑”仍然完好无损。美国银行的资深分析师团队更是直接,直言带领美股踏入这轮超级牛市的芯片板块,2026年有望继续牛市上攻行情,成为市场的最核心焦点。【为什么如此强劲?】因为表面上,我们正身处典型的...
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