KeyBanc前瞻财报季：英特尔(INTC.US)、AMD(AMD.US)获力挺，模拟芯片周期持续向好

智通财经07-21 14:38

【KeyBanc前瞻财报季：英特尔(INTC.US)、AMD(AMD.US)获力挺，模拟芯片周期持续向好】智通财经APP获悉，KeyBanc资本市场在财报季前夕发布研报，指出模拟芯片板块有望交出强劲成绩，主因行业正向周期延续。以分析师John Vinh为首的团队表示，AI需求持续炽热，传统数据中心在代理型工作负载(agentic workloads)推动下需求激增，同时供应端亦在改善。

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