财报前夕奥本海默重申英伟达(NVDA.US)、博通(AVGO.US)为半导体板块首选关税有望促进企业提前采购

智通财经2025-04-16

在财报季来临前夕，投行奥本海默重申将英伟达(NVDA.US)、博通(AVGO.US)、迈威尔科技(MRVL.US)和Monolithic Power Systems(MPWR.US)列为半导体板块的首选推荐。分析师Rick Schafer在致客户报告中写道，"在纷乱的宏观环境和关税背景下，我们认为人工智能是最优且最安全的增长方向，""多数企业可能因关税引发的提前采购而实现超预期业绩。我们预计管理层...

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财报前夕奥本海默重申英伟达(NVDA.US)、博通(AVGO.US)为半导体板块首选 关税有望促进企业提前采购

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财报前夕奥本海默重申英伟达(NVDA.US)、博通(AVGO.US)为半导体板块首选关税有望促进企业提前采购