智通财经APP获悉，周三，美光科技(MU.US)涨逾6%，报103.42美元。高盛最新报告指出，半导体及相关设备行业在去年为投资者带来了显著的投资机会，特别是那些在人工智能基础设施方面表现突出的公司。展望今年下半年，高盛预计该行业的盈利预测将转为正面，并建议投资者继续持有在人工智能领域的领先股和具备周期性的股票。报告中，高盛将英伟达和美光科技等公司列为“买入”评级。
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