评级分化：AI基础设施催生升级，英特尔与Criteo遭降级

环球市场播报05-19

Seeking Alpha平台近期发布了一系列分析师评级调整，半导体与物流板块呈现显著分歧。　　AI基础设施需求推动美光升级　　美光科技获得JR Research分析师的“买入”评级。分析师指出，前所未有的AI资本支出以及对高带宽内存的激增需求，将成为推动美光长期增长的变革性因素。　　联邦快递评级上调至“持有” 　　联邦快递的评级由Vinay Utham， CFA从“卖出”上调至“持有”。...

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