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

智通财经03-10

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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Power从24.54美元上调至25.76美元，而德州仪器的预期基本持平，从8.22美元微调至8.20美元。相比之下，高通的预期从10.61美元下调至8.86美元，英特尔的预期则从1.06美元下调至0.95美元。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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; 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