美银:2030年全球半导体行业TAM料达3.2万亿美元

格隆汇
Sep 16
美银证券发表研报,重申人工智能行业正由证明投资回报,转向应对芯片及电力等结构性与物理限制的论点。存储器芯片短缺及价格上涨仍是推动行业增长上行的关键杠杆,同时人工智能及服务器的前景亦更加明朗。该行将2030年全球半导体行业整体潜在市场(TAM)预测由2.7万亿美元上调至3.2万亿美元,即2026至2030年间复合年增长率为18%。该行指出,半导体股的估值仍具吸引力,惟在中期选举前及宏观忧虑缓和前,仍持审慎态度。运算股如英伟达及超微半导体、网络股迈威尔科技、模拟芯片股亚德诺及安森美展现更强韧性。

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