美银：芯片股别只盯着英伟达，还有另外三家公司也不错

硬AI04-02

美银将迈威尔科技、美光科技和AMD并称为AI芯片领域的“新晋三武士”，称其有望占据“有利可图的细分市场”。AI芯片新秀正在后来居上。美国银行分析师Vivek Arya在最新的报告中指出，尽管目前英伟达和博通是AI芯片领域的两大“领头羊”，但迈威尔科技（股票代码：MRVL）、美光科技（股票代码：MU）和AMD（股票代码：AMD）这三家公司在该领域也极具潜力，有望占据“有利可图的细分市场”。Arya将...

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