半导体关税暂缓，英伟达仍在美银首选芯片股之列

智通财经04-14

智通财经APP获悉，特朗普政府决定对手机、半导体和电脑免征额外关税后，美国银行重申了其推荐持有的首选半导体股票名单，英伟达(NVDA.US)、博通(AVGO.US)榜上有名。美银分析师在给客户的一份报告中写道：“尽管电子产品关税只是延迟征收，并非一定取消，但我们认为这1 - 2个月的暂缓期总体是利好的，因为这为人们就这个占芯片总需求约50%的关键终端市场进行讨论提供了时间。”分析师还补充称，特朗普...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2527166725?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-04-14 21:04","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2527166725","market":"us","top_or_hot":-1,"title":"半导体关税暂缓，英伟达仍在美银首选芯片股之列","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，特朗普政府决定对手机、半导体和电脑免征额外关税后，美国银行重申了其推荐持有的首选半导体股票名单，英伟达(NVDA.US)、博通(AVGO.US)榜上有名。美银分析师在给客户的一份报告中写道：“尽管电子产品关税只是延迟征收，并非一定取消，但我们认为这1 - 2个月的暂缓期总体是利好的，因为这为人们就这个占芯片总需求约50%的关键终端市场进行讨论提供了时间。”分析师还补充称，特朗普...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/us/2025-04-14/doc-inetcywn9154726.shtml\">网页链接</a>\n\n</div>\n","source":"sina","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>半导体关税暂缓，英伟达仍在美银首选芯片股之列</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n半导体关税暂缓，英伟达仍在美银首选芯片股之列\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-14 21:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/relnews/us/2025-04-14/doc-inetcywn9154726.shtml><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，特朗普政府决定对手机、半导体和电脑免征额外关税后，美国银行重申了其推荐持有的首选半导体股票名单，英伟达(NVDA.US)、博通(AVGO.US)榜上有名。美银分析师在给客户的一份报告中写道：“尽管电子产品关税只是延迟征收，并非一定取消，但我们认为这1 - 2个月的暂缓期总体是利好的，因为这为人们就这个占芯片总需求约50%的关键终端市场进行讨论提供了时间。”分析师还补充称，特朗普...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/us/2025-04-14/doc-inetcywn9154726.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVD2.UK","symbol_name":"2X NVIDIA ETP","start_time":0,"source_url":"https://finance.sina.com.cn/stock/relnews/us/2025-04-14/doc-inetcywn9154726.shtml","article_id":"2527166725","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2527166725","pubTimestamp":1744635840,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"智通财经APP获悉，特朗普政府决定对手机、半导体和电脑免征额外关税后，美国银行重申了其推荐持有的首选半导体股票名单，英伟达、博通榜上有名。分析师推测，随着特朗普总统明确表示未来几个月将出台新的“行业性”关税，这最终可能会影响在中国组装、使用海外制造处理器的美国电子产品。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159582":"半导体","159813":"芯片","NVD2.UK":"2X NVIDIA ETP","NVDD":"1倍做空NVDA ETF-Direxion","2NVD.UK":"2X NVIDIA ETP","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","SG9999002232.USD":"Allianz Global High Payout USD","BK4585":"ETF&股票定投概念","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","SNVD.UK":"LS -1X NVIDIA","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","BK4529":"IDC概念","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0056508442.USD":"贝莱德世界科技基金A2","NVDU":"2倍做多NVDA ETF-Direxion","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","3NVD.UK":"LS 3X NVIDIA","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","NVD3.UK":"LS 3X NVIDIA","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","NVDS.UK":"LS -1X NVIDIA","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","NVDY":"NVDA期权收益策略ETF-YieldMax","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","NVDA":"英伟达","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC"},"translate_title":"Semiconductor tariffs suspended, Nvidia remains among Bank of America's top chip stocks","themeId":"85cadccaca9e1c3294d8c33ef21cbf02","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159582":1,"159813":1,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVDY":0.6,"NVIW.SI":0.6,"NVDS":0.6,"NVD3.UK":0.6,"NVDU":0.6,"NVDD":0.6,"2NVD.UK":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVDA":1},"content_text":"智通财经APP获悉，特朗普政府决定对手机、半导体和电脑免征额外关税后，美国银行重申了其推荐持有的首选半导体股票名单，英伟达(NVDA.US)、博通(AVGO.US)榜上有名。美银分析师在给客户的一份报告中写道：“尽管电子产品关税只是延迟征收，并非一定取消，但我们认为这1 - 2个月的暂缓期总体是利好的，因为这为人们就这个占芯片总需求约50%的关键终端市场进行讨论提供了时间。”分析师还补充称，特朗普政府目前的言论似乎聚焦于提高美国在半导体生产方面的自给自足能力，他们认为这“与通过征收关税来缩小长期贸易差距是相关但不同的目标”。分析师推测，随着特朗普总统明确表示未来几个月将出台新的“行业性”关税，这最终可能会影响在中国组装、使用海外制造处理器的美国电子产品。分析师解释道：“我们不知道这些新的关税税率会是多少，但(乐观地)假设它们会适当考虑台积电(1950亿美元)、苹果(5000亿美元)和英伟达(2000亿美元)近期宣布的在美国扩大投资的计划。我们预计，假以时日，台积电将在其亚利桑那州的工厂中，为大多数(即便不是全部)美国无晶圆厂客户进行前端半导体加工。”进一步分析，分析师表示，鉴于云资本支出的“韧性”，像英伟达和博通这类与人工智能相关的半导体公司应会从中受益。他们也看好芯片设计公司，比如铿腾电子(CDNS.US)和新思科技(SNPS.US)，这两家公司都具备“稳定的”研发支出。他们还提到，泛林集团(LRCX.US)和科磊公司(KLAC.US)这两家半导体设备公司可能会从产业回流中获益，并且这两家公司“仍处于有利地位，在很大程度上能够实现盈利预期” 。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2527166725","isCrawlerRequest":true}