花旗看好AMD(AMD.US)、亚德诺(ADI.US)短期股价表现，并视苹果链为优质防御

智通财经04-07

智通财经APP获悉，在半导体行业即将迎来第一季度财报季的关键时刻，花旗银行最新发布的分析报告为市场注入了新的预期。花旗分析师宣布对芯片巨头AMD(AMD.US)以及模拟芯片大厂亚德诺半导体(ADI.US)开启为期30天的“上行催化剂观察”(Positive Catalyst Watch)，显示出对这两家公司在短期内股价表现的强烈信心。尽管目前全球智能手机市场面临因内存价格上涨导致的潜在出货量下滑...

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AI)这一新兴趋势对服务器CPU需求的显著拉动作用。该行分析师指出，随着AI应用从基础推理向更复杂的自主代理任务演进，市场对高性能处理器的需求正在激增。与此同时，AMD在服务器市场的份额持续扩张，其收入份额已从2025年第三季度的39%攀升至第四季度的41.3%。结合AMD与英特尔(INTC.US)近期可能实施的涨价计划——两家公司均计划自3月和4月起逐步上调CPU产品线价格，花旗集团虽因估值方法调整小幅下调AMD目标价至248美元，但同步上调了其2026年每股收益预期，并指出财报发布前后的市场情绪将对该股股价形成有力支撑。在模拟芯片领域，亚德诺半导体被视为行业复苏的领头羊。花旗将其目标价定为400美元，并维持“买入”评级，主要诱因在于模拟芯片行业正迎来一波由成本推动的涨价潮。2月全球PMI数据显示“持续韧性”，尤其在计算机和通信设备领域，花旗认为这表明AI基础设施建设正在提振制造业活动。此外，据行业调研显示，亚德诺与德州仪器(TXN.US)等主要参与者预计将产品价格上调10%至15%。在花旗看来，亚德诺不仅受益于价格端的改善，更是投资者在模拟半导体复苏周期中的首选标的。在数据中心领域，花旗预计今年超大规模云服务商的资本支出将增长69%。该投资公司还预计，在超大规模云服务商、企业客户、新兴云服务商及主权AI客户的强劲需求推动下，到2028年整体潜在市场规模将达到7310亿美元。此外，花旗表示，随着行业向推理及智能体AI转型——这些领域需要更多CPU资源——其对CPU需求的态度\"更为积极\"。对于整体消费电子链条，花旗的策略更偏向于“择优布局”。尽管预测今年全球智能手机出货量可能因成本溢价而下降17%，但以思佳讯(SWKS.US)和高通(QCOM.US)为代表的苹果供应商被认为更具防御性。花旗分析师认为，苹果生态系统所代表的高端市场需求受宏观经济波动的波动较小，且在即将到来的财报窗口期，这些供应商有望凭借稳健的利润率和订单量超出市场预期。这种基于细分领域景气度的差异化布局，构成了花旗本次半导体策略报告的核心逻辑。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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 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