Piper Sandler首次覆盖AI芯片板块：英伟达(NVDA.US)、博通(AVGO.US)为“首选”，预计2030年算力市场规模将达2.2万亿美元

智通财经09-11 15:55

【Piper Sandler首次覆盖AI芯片板块：英伟达(NVDA.US)、博通(AVGO.US)为“首选”，预计2030年算力市场规模将达2.2万亿美元】智通财经APP获悉，Piper Sandler发表研报，首次覆盖人工智能(AI)芯片及半导体板块。该行对七只主要半导体股启动评级，其中AMD(AMD.US)、Arm(ARM.US)、博通(AVGO.US)、迈威尔科技(MRVL.US)和英伟达(NVDA.US)获“增持”评级，英特尔(INTC.US)和高通(QCOM.US)获“中性”评级。该行指出，博通和英伟达被列为其AI加速器领域的“首选”，而AMD和Arm则因在服务器CPU领域夺取份额而受到重点关注。

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