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大行評級|花旗:看好AI及半導體行業發展前景 首選為美光科技
花旗發表研究報吿指,美國半導體股近期遭到大幅拋售,相信歸因於宏觀經濟因素,加上市場原先對該板塊股份盈利有較高預期,惟第二季業績表現似乎相對遜色,令投資者較為失望。 由於模擬(Analog)半導體庫存補充速度遜預期,以及佔半導體需求14%的汽車終端市場或存在下行風險,拖累英特爾、格芯、微芯科技及恩智浦等一眾股份表現。不過花旗表明看好AI及半導體行業發展前景,憧憬DRAM產能減少可持續推動價格上升,認為現時是投資者入市及加註的好機會。花旗首選為美光科技,並對AMD、博通、模擬器件、微芯科技、英偉達及KLA Corporation等股同予“買入”評級。
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