把握AI芯片热潮，分析师推荐辉达及这两支股票

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2024/11/12

《巴隆周刊》周一 (11 日) 报导，根据投行 Jefferies 的分析，市场对人工智能 (AI) 芯片的强劲需求将持续数年，并有望为三间半导体公司带来利多。Jefferies 分析师 Blayne Curtis 于周四表示，辉达 (Nvidia)(NVDA-US)、迈威尔科技 (Marvell Technology)(MRVL-US) 和博通 (Broadcom)(AVGO-US) 在这项趋势...

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于周四表示，辉达 (Nvidia)(NVDA-US)、迈威尔科技 (Marvell Technology)(MRVL-US) 和博通 (Broadcom)(AVGO-US) 在这项趋势...</p>\n\n<a href=\"https://news.cnyes.com/news/id/5775552?exp=a\">网页链接</a>\n\n</div>\n","source":"cnyes_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>把握AI芯片热潮，分析师推荐辉达及这两支股票</title>\n<style 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ASIC(特殊应用积体电路) 计划。我们认为辉达仍将保持主导地位，但相信 ASIC 的需求也有增加的空间。”Curtis 预测，AI 加速器市场将从 2023 年的 470 亿美元以每年 58％的速度增长，到 2027 年将达到 2,870 亿美元。他认为包括微软 (Microsoft)(MSFT-US)、Alphabet(GOOGL-US) 和 Meta(META-US) 在内的大型科技公司在资本支出方面并无放缓迹象。他写道，“我们认为迈威尔和辉达的近期上涨空间最大，但预期博通会在 2025 年后期展现更强劲表现。”Curtis 表示，目前博通的 AI 芯片业务主要依赖于 Google，但未来几年其它公司也将开始大规模采用博通的产品。辉达周一收盘下跌 1.6% 至每股 145.26 美元，迈威尔科技下跌 1.65% 至 92.25 美元，博通收跌 2.58% 至每股 178.91 美元。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}