高盛：仍对AI基础设施支出和半导体周期保持积极判断

智通财经19:46

【高盛：仍对AI基础设施支出和半导体周期保持积极判断】高盛最新研报指出，随着Communacopia + Technology Conference召开，半导体行业五大核心议题将集中在AI算力、晶圆制造设备、存储、模拟芯片和EDA软件。整体来看，高盛仍对AI基础设施支出和半导体周期保持积极判断。

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