大行评级丨美银：半导体回调属健康修正重申对美光的“买入”评级

智通财经07-08

【大行评级丨美银：半导体回调属健康修正重申对美光的“买入”评级】美银证券最新发布半导体产业报告指出，近期半导体类股回调属于市场正常修正，而非AI需求转弱的讯号。历史经验显示，半导体类股在夏季经常出现整理，待市场完成获利了结与估值修正后，秋季往往迎来新一波反弹行情。报告预估，到2027年，全球云端运算及AI基础建设资本支出将逼近1.5万亿美元，较目前水准增长约40%至50%。在记忆体芯片方面，该行...

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沙克
07-08
沙克
相信大摩也千万别信美银

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大行评级丨美银：半导体回调属健康修正 重申对美光的“买入”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-08 22:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【大行评级丨美银：半导体回调属健康修正 重申对美光的“买入”评级】美银证券最新发布半导体产业报告指出，近期半导体类股回调属于市场正常修正，而非AI需求转弱的讯号。历史经验显示，半导体类股在夏季经常出现整理，待市场完成获利了结与估值修正后，秋季往往迎来新一波反弹行情。报告预估，到2027年，全球云端运算及AI基础建设资本支出将逼近1.5万亿美元，较目前水准增长约40%至50%。在记忆体芯片方面，该行...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOXL":"三倍做多半导体ETF-Direxion Daily","CNAV":"Mohr Company Nav ETF","CHPY":"YieldMax Semiconductor Portfolio Option Income ETF","NBDS":"Neuberger Disrupters ETF","USXF":"iShares ESG Advanced MSCI USA ETF","DRAM":"Roundhill Memory ETF","MULL":"2倍做多MU ETF-GraniteShares","USD":"ProShares Ultra Semiconductors","MU":"美光科技","VERS":"PROSHARES METAVERSE ETF","SMH":"半导体指数ETF-HOLDRs","SOXQ":"Invesco PHLX Semiconductor ETF","XSD":"SPDR S&P Semiconductor ETF","MUU":"2倍做多MU ETF-Direxion","AIS":"VistaShares Artificial Intelligence Supercycle ETF","SOXS":"三倍做空半导体ETF-Direxion Daily","XNTK":"SPDR NYSE Technology ETF","TEKX":"SPDR Galaxy Transformative Tech Accelerators ETF","WTAI":"WisdomTree Artificial Intelligence and Innovation Fund","SSG":"Proshares Ultrashort Semiconductors","FWD":"AB DISRUPTORS ETF","PSI":"INVESCO SEMICONDUCTORS ETF","VGT":"信息技术ETF-Vanguard","RAM":"2倍做多DRAM ETF-T-REX","MUD":"1倍做空MU ETF-Direxion","SOXX":"iShares费城交易所半导体ETF","FAI":"First Trust Bloomberg Artificial Intelligence ETF","IXN":"iShares Trust S&P Global Informa","FDTX":"Fidelity Disruptive Technology ETF","FXL":"First Trust Technology AlphaDEX Fund","AIFD":"TCW Artificial Intelligence ETF","PTF":"Invesco Dorsey Wright Technology Momentum ETF","IETC":"iShares U.S. Tech Independence Focused ETF","RULE":"Adaptive Core ETF","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","EIS":"iShares MSCI Israel ETF","FFTY":"Innovator IBD 50 ETF","JGRO":"Jpmorgan Active Growth ETF","SHOC":"Strive U.S. Semiconductor ETF","SMHX":"VanEck Fabless Semiconductor ETF","XLK":"高科技指数ETF-SPDR","AIQ":"Global X Artificial Intelligence & Technology ETF","BAI":"iShares A.I. Innovation and Tech Active ETF","EFIV":"SPDR S&P 500 ESG ETF","CGGO":"Capital Group Global Growth Equity ETF","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","FTXL":"First Trust Nasdaq Semiconductor ETF","WUGI":"AXS Esoterica NextG Economy ETF","MQQQ":"Tradr 2X Long Innovation 100 Monthly ETF"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2649917549","content_text":"【大行评级丨美银：半导体回调属健康修正 重申对美光的“买入”评级】美银证券最新发布半导体产业报告指出，近期半导体类股回调属于市场正常修正，而非AI需求转弱的讯号。历史经验显示，半导体类股在夏季经常出现整理，待市场完成获利了结与估值修正后，秋季往往迎来新一波反弹行情。报告预估，到2027年，全球云端运算及AI基础建设资本支出将逼近1.5万亿美元，较目前水准增长约40%至50%。在记忆体芯片方面，该行认为，随着HBM、DDR5及企业级储存需求持续扩大，加上AI服务器持续拉动DRAM及NAND Flash需求，记忆体产业仍将是AI投资浪潮的重要受惠者，估值修复空间依然明确。该行重申对美光的“买入”评级，并维持目标价1550美元，认为公司仍是目前记忆体产业中最具吸引力的投资标的。","news_type":1,"symbols_score_info":{"MUU":0.6,"CGGO":0.6,"IXN":0.6,"SMH":1.5,"EIS":1.5,"FXL":0.6,"DRAM":1.5,"FWD":1.5,"AIQ":0.6,"FTXL":1.5,"FFTY":1.5,"SOXL":1.5,"PSI":1.5,"MUD":0.6,"BAI":0.6,"RAM":1.5,"XLK":0.6,"XSD":1.5,"MULL":0.6,"IETC":0.6,"SOXX":1.5,"CNAV":1.5,"VERS":1.5,"WUGI":0.6,"XNTK":0.6,"SMHX":1.5,"SOXS":1.5,"EGGY":0.6,"CHPY":1.5,"AIS":0.6,"RULE":0.6,"USD":1.5,"JGRO":0.6,"WTAI":1.5,"FDTX":0.6,"AIFD":0.6,"MQQQ":1.5,"VGT":1.5,"TEKX":1.5,"MU":1.5,"SSG":1.5,"USXF":0.6,"SOXY":1.5,"SHOC":0.6,"CHPS":1.5,"PTF":0.6,"EFIV":0.6,"FAI":0.6,"NBDS":1.5,"SOXQ":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.50.0","shortVersion":"4.50.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2649917549","isCrawlerRequest":true}

大行评级丨美银：半导体回调属健康修正 重申对美光的“买入”评级

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大行评级丨美银：半导体回调属健康修正重申对美光的“买入”评级