大行评级｜小摩：预计上季半导体及设备行业业绩符合或优于预期，予博通、英伟达等“增持”评级_老虎社区_美港股上老虎

大行评级｜小摩：预计上季半导体及设备行业业绩符合或优于预期，予博通、英伟达等“增持”评级

格隆汇01-22

摩根大通发表报告指，进入半导体/半导体设备行业第四季度业绩期(及更广泛的2026年)，该行预期企业将公布符合或优于预期的第四季度业绩，同时对第一季度及2026年全年展望提供建设性评论，这将推动该行近几季所见的正面盈利修正趋势得以延续。该行继续青睐首选标的：博通、迈威尔科技、英伟达、亚德诺、美光科技、科磊及新思科技，评级“增持”。

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