摩根士丹利：2026半导体行业将“万里无云”，AI带飞全链条！

半导体新知道2025-12-19

最近，摩根士丹利证券甩出一份乐观预测，别再纠结AI到底能火多久，2026年的全球半导体行业将“万里无云”，2027年的前景也清晰可见！这波热潮不光利好AI芯片公司，还将把记忆体、晶圆厂这些“队友”一起拉进上升通道，带动整条半导体供应链都弥漫着多头的热乎劲儿。大摩说，现在美股指数基本被处理器类股“承包”，市场已经连续三年盯着AI半导体不放，毕竟大家对算力的需求简直“贪得无厌”，这仍是判断行业前景的...

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