美国银行近期发布报告,对半导体产业的长期前景保持乐观,认为人工智能支出热潮仍有很长的发展期。该机构将英伟达 (NVDA)、博通 (AVGO) 与泛林集团 (LRCX) 列为其2026年最值得持有的半导体股票之一,并强调行业领导者将在波动中彰显韧性。AI竞赛步入中期,增长动力依然强劲美国银行分析师指出,人工智能竞赛目前仍处于“早期到中期阶段”。尽管市场对AI投资回报和超大规模云服务商现金流的审查可能...
Source Link美国银行近期发布报告,对半导体产业的长期前景保持乐观,认为人工智能支出热潮仍有很长的发展期。该机构将英伟达 (NVDA)、博通 (AVGO) 与泛林集团 (LRCX) 列为其2026年最值得持有的半导体股票之一,并强调行业领导者将在波动中彰显韧性。AI竞赛步入中期,增长动力依然强劲美国银行分析师指出,人工智能竞赛目前仍处于“早期到中期阶段”。尽管市场对AI投资回报和超大规模云服务商现金流的审查可能...
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