花旗全球TMT会议：模拟芯片现曙光押注亚德诺(ADI.US)反弹微芯科技(MCHP.US)为首选

智通财经09-05

智通财经APP获悉，花旗于近日举办全球TMT会议，并发表了关于半导体行业前景及个股评论。该行称模拟芯片行业形势并非那么糟糕，人工智能订单近期有所增加，预计亚德诺(ADI.US)股价表现良好，来自惠普(HPQ.US)的动态随机存取存储器(DRAM)相关数据也具备看点。花旗出席了全球TMT(科技、媒体和通信)会议的多场演示会。截至目前，模拟芯片领域的讨论争议最大：英飞凌对2026财年前景持谨慎态度，...

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花旗全球TMT会议：模拟芯片现曙光 押注亚德诺(ADI.US)反弹 微芯科技(MCHP.US)为首选

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花旗全球TMT会议：模拟芯片现曙光押注亚德诺(ADI.US)反弹微芯科技(MCHP.US)为首选