《大行報告》高盛:全球AI投資主題股中籲「確信買入」英偉達(NVDA.US)及台積電(TSM.US)
早前有報道指,OpenAI行政總裁Sam Altman尋求融資最多7萬億美元,重塑半導體行業以支持人工智能(AI)需求,高盛發表報告指,不會對有關報道作評論,但接獲投資者查詢長遠AI投資策略主題,重申對英偉達(NVDA.US)及台積電(TSM.US)的「買入」投資評級,並置於「確信買入」名單內。
該行指,在其台灣半導體覆蓋中,台積電最受惠於AI需求增長,因為公司在AI晶片生產具有龍頭地位,擁有先進封裝製程技術優勢,相信公司能夠在高端AI晶片生產佔有主導地位。
另外,高盛認為英偉達在先進運算方面,具有主導競爭優勢,能夠成為大型雲端服務商及企業,在生成式AI發展的主要賦能者。
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