高盛评AI芯片产业链：英伟达等四企获买入， “杠铃式”策略布局半导体

智通财经2025-07-11

智通财经APP获悉，高盛近日发布研究报告，首次覆盖多家美国数字半导体及电子设计自动化(EDA)软件领域企业，指出在人工智能相关资本支出中最具可持续性的商用及定制芯片、EDA供应商中，存在显著投资机遇。分析师团队以詹姆斯·施耐德为首，对四家公司给出买入评级：英伟达(NVDA.US)目标价185美元，博通(AVGO.US)目标价315美元，Cadence Design Systems(CDNS.US)...

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