花旗:半导体股回调是买入良机,看好英伟达和博通

格隆汇
2 hours ago
花旗在一份报告中指出,半导体股近期的回调是难得的买入机会,并认为市场对AI支出放缓的担忧已明显过度。英伟达与博通的管理层均对上述担忧予以反驳,强调底层基础设施需求依然强劲,与花旗的积极看法一致。花旗认为,AI推理需求的持续增长,加上供应端的持续紧张,将支撑整个产业生态系统的资本投入进一步扩大。花旗对英伟达与博通均给予“买入”评级,英伟达目标价为315美元,博通目标价为515美元。

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