AI半导体夏季回调即逢低布局良机! 1.5万亿美元云资本开支托底,“存储超级周期”叙事无懈可击

智通财经
7 hours ago
【AI半导体夏季回调即逢低布局良机! 1.5万亿美元云资本开支托底,“存储超级周期”叙事无懈可击】智通财经APP获悉,即使存储芯片领军者们以及AI半导体板块股价近期陷入向下回调轨迹,华尔街金融巨头们依旧看好史无前例AI基建狂潮之下的“存储超级周期”以及AI半导体相关股票的长期牛市轨迹。华尔街知名投资机构野村发布研报反驳“半导体见顶论”,美国银行(BofA)本周最新发布的研报则显示,到2027年,全球云计算和人工智能相关基础设施资本支出将达到1.5万亿美元,并指出,当前包括存储芯片股票的AI半导体夏季回调是一轮健康重置轨迹,而不是人工智能算力需求层面出现任何结构性变化。

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