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美股異動|美光科技升近2% 富國銀行稱其為半導體領域首選
美光科技(MU.US)盤前升近2%,報83.9美元。富國銀行指,儘管英偉達和AMD等公司在“當前水平和人氣”上令人信服,美光科技是其在半導體領域的首選;(生成式人工智能)的長期擴張將持續(儘管在2024年下半年放緩),預計2024年將出現一些對週期更敏感的公司的輪換。該行預計,到2024年和2025年,半導體行業的存儲部分將同比增長69%和15%,這將使美光科技受益。

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