大行评级丨德银：将应用材料和博通纳入未来12个月科技股首选名单

中金财经04-03

德意志银行将应用材料和博通纳入未来12个月的科技股首选名单。分析师Melissa Weathers 表示，应用材料可望受惠于芯片产业近期走强，以及动态随机存取记忆体(DRAM)需求回温；另一项利多来自台积电资本支出大幅增加。台积电为应用材料设备主要客户之一，目前正于亚利桑那州与台湾扩建晶圆厂。就博通而言，其在AI相关半导体领域(包括网络与运算) 均展现强劲动能，目前公司已确认六家客户，预计2027...

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