美银2026年半导体展望:AI基建升级关键中点,芯片销售有望首破“万亿”美元大关

华尔街见闻
Dec 18, 2025

美银美林最新发布的半导体行业展望显示,2026年将成为AI基础设施建设的关键中点,全球半导体销售额有望首次突破万亿美元大关,达到1.01万亿美元,同比增长29%。据追风交易台,美银分析师Vivek Arya等人最新发布的研究报告指出,尽管AI投资回报和超大规模云服务商现金流面临更严格审视,可能导致股价波动,但更新更快的大语言模型构建者以及服务企业和政府客户的AI工厂将抵消这一影响。报告预测,...

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