Cantor Fitzgerald：英伟达(NVDA.US)与博通(AVGO.US)已准备好2026年跑赢市场重申为首选股

智通财经2025-12-25

智通财经APP获悉，Cantor Fitzgerald周三表示，半导体巨头英伟达(NVDA.US)和博通(AVGO.US)在经历了近期的疲软之后，似乎已为2026年的“跑赢市场做好准备”。该行分析师C.J. Muse在给客户的报告中写道：“人工智能交易显然是近期的热点话题，自11月初以来，随着市场进入避险情绪高涨、人工智能泡沫担忧加剧的时期，人工智能杠杆板块一直承受着压力。我们仍然认为这些担忧有些...

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Muse在给客户的报告中写道：“人工智能交易显然是近期的热点话题，自11月初以来，随着市场进入避险情绪高涨、人工智能泡沫担忧加剧的时期，人工智能杠杆板块一直承受着压力。我们仍然认为这些担忧有些...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1385716.html\">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":"LU2054465674.USD","symbol_name":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1385716.html","article_id":"2594400979","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2594400979","pubTimestamp":1766618602,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，Cantor Fitzgerald周三表示，半导体巨头英伟达和博通在经历了近期的疲软之后，似乎已为2026年的“跑赢市场做好准备”。Muse补充道，尽管谷歌的TPU持续增长，这应该会提振市场情绪，但博通的市盈率为Cantor预期收益的26倍。此外，Muse表示，博通的网络业务也受益于人工智能基础设施支出的增长。Muse补充称：“因此，我们非常有信心重申英伟达和博通是2026年首选股，并建议尽早建仓。”","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","NVDA":"英伟达","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","SNVD.UK":"LS -1X NVIDIA","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","IE00BGHQDM52.EUR":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4605":"半导体精选","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Muse在给客户的报告中写道：“人工智能交易显然是近期的热点话题，自11月初以来，随着市场进入避险情绪高涨、人工智能泡沫担忧加剧的时期，人工智能杠杆板块一直承受着压力。我们仍然认为这些担忧有些过头，目光短浅，只见树木不见森林，因为我们正处于人工智能相关需求大规模拐点的边缘。”对于英伟达而言，尽管基于Blackwell训练的大型语言模型才刚刚开始出现，而且随着Blackwell和即将推出的Vera Rubin系列GPU的机架级“超级周期”即将启动，但其股价目前仅为Cantor预期收益的16倍。Muse补充道，尽管谷歌(GOOGL.US)的TPU持续增长，这应该会提振市场情绪，但博通的市盈率为Cantor预期收益的26倍。此外，Muse表示，博通的网络业务也受益于人工智能基础设施支出的增长。Muse补充称：“因此，我们非常有信心重申英伟达和博通是2026年首选股，并建议尽早建仓。”","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":"","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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2594400979","isCrawlerRequest":true}

Cantor Fitzgerald：英伟达(NVDA.US)与博通(AVGO.US)已准备好2026年跑赢市场 重申为首选股

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Cantor Fitzgerald：英伟达(NVDA.US)与博通(AVGO.US)已准备好2026年跑赢市场重申为首选股