半导体板块上演冰火两重天：花旗力挺AI与模拟芯片四杰，下调PC手机芯片预期

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智通财经APP获悉，花旗在半导体公司相继发布财报后发布相关研报，博通(AVGO.US)、英伟达(NVDA.US)、德州仪器(TXN.US)以及Monolithic Power Systems(MPWR.US)在其覆盖的半导体个股中脱颖而出，成为该机构的"首选标的"。花旗分析师在周一的一份研报中指出，由于人工智能的驱动，数据中心终端市场(占半导体销售额的34%)需求依然稳健，并认为博通与英伟达是"...

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