把握AI芯片熱潮，分析師推薦輝達及這兩支股票

鉅亨網

2024/11/12

《巴隆周刊》周一 (11 日) 報導，根據投行 Jefferies 的分析，市場對人工智能 (AI) 芯片的強勁需求將持續數年，並有望為三間半導體公司帶來利多。Jefferies 分析師 Blayne Curtis 於周四表示，輝達 (Nvidia)(NVDA-US)、邁威爾科技 (Marvell Technology)(MRVL-US) 和博通 (Broadcom)(AVGO-US) 在這項趨勢...

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(Nvidia)(NVDA-US)、邁威爾科技 (Marvell Technology)(MRVL-US) 和博通 (Broadcom)(AVGO-US) 在這項趨勢...</p>\n\n<a href=\"https://news.cnyes.com/news/id/5775552?exp=a\">網頁鏈接</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芯片熱潮，分析師推薦輝達及這兩支股票</title>\n<style 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href=\"https://news.cnyes.com/news/id/5775552?exp=a\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://news.cnyes.com/news/id/5775552?exp=a\">鉅亨網</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0106261372.USD","symbol_name":"SCHRODER ISF US LARGE CAP \"A\" ACC","start_time":0,"source_url":"https://news.cnyes.com/news/id/5775552?exp=a","article_id":"2482771867","we_media_id":null,"thumbnails":["https://cimg.cnyes.cool/prod/news/5775552/xs/88cf22d2ba4fce8cace6a97f6e1e48f8.jpg"],"rights":{"source":"cnyes_highlight","url":"https://news.cnyes.com/news/id/5775552?exp=a","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2482771867","pubTimestamp":1731376824,"columns":[],"sourceInfo":{"source_id":"cnyes_highlight","name":"鉅亨"},"weMediaInfo":null,"summary":"Jefferies 分析指出，市場對人工智能 (AI) 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芯片的強勁需求將持續數年，並有望為三間半導體公司帶來利多。Jefferies 分析師 Blayne Curtis 於周四表示，輝達 (Nvidia)(NVDA-US)、邁威爾科技 (Marvell Technology)(MRVL-US) 和博通 (Broadcom)(AVGO-US) 在這項趨勢中佔據有利位置。他對這三間公司股票均給予買入評級。他寫道，「輝達持續面臨前所未見的市場需求，甚至遠超過他們自己快速擴展的產能。超大規模資料中心正在加速對 GPU 的支出，同時加強其內部 ASIC(特殊應用積體電路) 計劃。我們認為輝達仍將保持主導地位，但相信 ASIC 的需求也有增加的空間。」Curtis 預測，AI 加速器市場將從 2023 年的 470 億美元以每年 58％的速度增長，到 2027 年將達到 2,870 億美元。他認為包括微軟 (Microsoft)(MSFT-US)、Alphabet(GOOGL-US) 和 Meta(META-US) 在內的大型科技公司在資本支出方面並無放緩跡象。他寫道，「我們認為邁威爾和輝達的近期上漲空間最大，但預期博通會在 2025 年後期展現更強勁表現。」Curtis 表示，目前博通的 AI 芯片業務主要依賴於 Google，但未來幾年其它公司也將開始大規模採用博通的產品。輝達周一收盤下跌 1.6% 至每股 145.26 美元，邁威爾科技下跌 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"}}}