美银：预测明年全球半导体销售额首度突破1万亿美元，看好英伟达、博通等

格隆汇资讯2025-12-25

美银半导体分析师Vivek Arya表示，AI发展仍处于为期十年的结构性转型中段，整体产业趋势依旧向上，并由具备明确竞争优势的龙头企业领军。他预测，全球半导体销售额可望于2026年增长30%，年销售额首度突破1万亿美元的重要里程碑。他强调，具备高毛利结构与稳固市场地位的公司，将持续成为资金布局的核心。他点名六家半导体与AI相关企业，作为其对2026年最具信心的投资标的，分别为英伟达、博通、Lam ...

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