瑞穗押注AI需求外溢，大幅上调美光、意法及德州仪器目标价

环球市场播报05-19

瑞穗证券周二发布行业报告，基于人工智能基础设施建设带来的连锁效应，显著调高了对美光科技、意法半导体及德州仪器的目标股价，认为AI的旺盛需求正在向存储及模拟芯片市场扩散。　　AI需求外溢，芯片股齐获唱多　　瑞穗分析师Vijay Rakesh在报告中指出，其团队通过分析AI数据中心对存储及模拟市场的影响，发现渠道信息显示模拟芯片正受益于AI服务器部署的加速，而DRAM及NAND存储则持续受惠于...

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