花旗：预计半导体板块最新财报季喜忧参半_老虎社区_美港股上老虎

花旗：预计半导体板块最新财报季喜忧参半

格隆汇04-07 16:00

花旗预计半导体板块将迎来喜忧参半的财报季，看好受惠于AI和通用服务器需求的数据中心芯片制造商，其次是在低库存水平和利润率受压环境下的类比半导体公司。该行对智能手机芯片供应商最为谨慎，因为记忆体成本上升预计将对低端产品需求造成压力。该行将AMD和亚德诺半导体列入上行催化剂观察名单，维持博通、英伟达、德州仪器和Monolithic Power Systems作为其整体首选股。

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