半导体关税暂缓，英伟达仍在美银首选芯片股之列_老虎社区_美港股上老虎

半导体关税暂缓，英伟达仍在美银首选芯片股之列

智通财经2025-04-14

智通财经APP获悉，特朗普政府决定对手机、半导体和电脑免征额外关税后，美国银行重申了其推荐持有的首选半导体股票名单，英伟达(NVDA.US)、博通(AVGO.US)榜上有名。美银分析师在给客户的一份报告中写道：“尽管电子产品关税只是延迟征收，并非一定取消，但我们认为这1 - 2个月的暂缓期总体是利好的，因为这为人们就这个占芯片总需求约50%的关键终端市场进行讨论提供了时间。”分析师还补充称，特朗普...

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2个月的暂缓期总体是利好的，因为这为人们就这个占芯片总需求约50%的关键终端市场进行讨论提供了时间。”分析师还补充称，特朗普政府目前的言论似乎聚焦于提高美国在半导体生产方面的自给自足能力，他们认为这“与通过征收关税来缩小长期贸易差距是相关但不同的目标”。分析师推测，随着特朗普总统明确表示未来几个月将出台新的“行业性”关税，这最终可能会影响在中国组装、使用海外制造处理器的美国电子产品。分析师解释道：“我们不知道这些新的关税税率会是多少，但(乐观地)假设它们会适当考虑台积电(1950亿美元)、苹果(5000亿美元)和英伟达(2000亿美元)近期宣布的在美国扩大投资的计划。我们预计，假以时日，台积电将在其亚利桑那州的工厂中，为大多数(即便不是全部)美国无晶圆厂客户进行前端半导体加工。”进一步分析，分析师表示，鉴于云资本支出的“韧性”，像英伟达和博通这类与人工智能相关的半导体公司应会从中受益。他们也看好芯片设计公司，比如铿腾电子(CDNS.US)和新思科技(SNPS.US)，这两家公司都具备“稳定的”研发支出。他们还提到，泛林集团(LRCX.US)和科磊公司(KLAC.US)这两家半导体设备公司可能会从产业回流中获益，并且这两家公司“仍处于有利地位，在很大程度上能够实现盈利预期” 。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}