随着财报季即将全面展开，巴克莱认为美光科技 和高通相比其他大型半导体股票处于“悬而未决”的状态。
巴克莱分析师Tom O'Malley指出，市场对美光的最大争议在于NAND的平均售价，部分投资者认为由于明年服务器和PC需求增加，价格不会大幅下跌。此外，关于高带宽内存（HBM）的供应问题，市场观点不一。
至于高通，尽管其在人工智能领域的光芒有所减弱，投资者仍对Arm (ARM) 在未来一年的计算业务充满期待。分析师指出，高通在苹果调出调制解调器业务后可能会重新受到关注。
美光预计将在12月底发布财报，而高通预计将在11月6日发布第四财季财报。
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