交银国际:建议投资者围绕AI主线进行跨区域分散投资

智通财经
6 hours ago

智通财经APP获悉,交银国际发布研报称,近一个月全球科技股总体复苏反弹。尽管市场对大规模AI资本开支带来的现金流压力与潜在信用风险仍存担忧,但第二季度财报季美股AI算力龙头业绩与订单持续兑现,支撑市场对AI基建的信心。该行建议投资者围绕AI主线进行跨区域分散投资。

该行表示,AI基建龙头公司明年收入能见度明显提高。其中,就数据中心相关收入而言,Nvidia(NVDA.US)2028财年及博通(AVGO.US)2027财年指引同比分别增长70%及100%。该行认为,这对投资者对科技股的情绪和信心均有积极修复作用,重点关注Nvidia、博通、中芯国际(00981)和A股北方华创(002371.SZ)。

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