相信大摩也千万别信美_老虎社区_美港股上老虎 - 老虎社区

点赞
评论
收藏

沙克
07-08

相信大摩也千万别信美银

大行评级丨美银：半导体回调属健康修正重申对美光的“买入”评级

【大行评级丨美银：半导体回调属健康修正重申对美光的“买入”评级】美银证券最新发布半导体产业报告指出，近期半导体类股回调属于市场正常修正，而非AI需求转弱的讯号。历史经验显示，半导体类股在夏季经常出现

大行评级丨美银：半导体回调属健康修正重申对美光的“买入”评级

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

点赞

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":583648440569928,"tweetId":"583648440569928","gmtCreate":1783522392930,"gmtModify":1783522394689,"author":{"id":3459597091040524,"idStr":"3459597091040524","authorId":3459597091040524,"authorIdStr":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>相信大摩也千万别信美银</p></body></html>","htmlText":"<html><head></head><body><p>相信大摩也千万别信美银</p></body></html>","text":"相信大摩也千万别信美银","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/583648440569928","repostId":2649917549,"repostType":2,"repost":{"id":"2649917549","kind":"live","pubTimestamp":1783520202,"share":"https://www.laohu8.com/m/news/2649917549?lang=zh_CN&edition=full","pubTime":"2026-07-08 22:16","market":"us","language":"zh","title":"大行评级丨美银：半导体回调属健康修正 重申对美光的“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2649917549","media":"智通财经","summary":"【大行评级丨美银：半导体回调属健康修正 重申对美光的“买入”评级】美银证券最新发布半导体产业报告指出，近期半导体类股回调属于市场正常修正，而非AI需求转弱的讯号。历史经验显示，半导体类股在夏季经常出现","content":"<html><body><div>\n<div>\n<b>【大行评级丨美银：半导体回调属健康修正 重申对美光的“买入”评级】</b>美银证券最新发布半导体产业报告指出，近期半导体类股回调属于市场正常修正，而非AI需求转弱的讯号。历史经验显示，半导体类股在夏季经常出现整理，待市场完成获利了结与估值修正后，秋季往往迎来新一波反弹行情。报告预估，到2027年，全球云端运算及AI基础建设资本支出将逼近1.5万亿美元，较目前水准增长约40%至50%。在记忆体芯片方面，该行认为，随着HBM、DDR5及企业级储存需求持续扩大，加上AI服务器持续拉动DRAM及NAND Flash需求，记忆体产业仍将是AI投资浪潮的重要受惠者，估值修复空间依然明确。该行重申对美光的“买入”评级，并维持目标价1550美元，认为公司仍是目前记忆体产业中最具吸引力的投资标的。                </div>\n</div></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大行评级丨美银：半导体回调属健康修正 重申对美光的“买入”评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大行评级丨美银：半导体回调属健康修正 重申对美光的“买入”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-08 22:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【大行评级丨美银：半导体回调属健康修正 重申对美光的“买入”评级】美银证券最新发布半导体产业报告指出，近期半导体类股回调属于市场正常修正，而非AI需求转弱的讯号。历史经验显示，半导体类股在夏季经常出现整理，待市场完成获利了结与估值修正后，秋季往往迎来新一波反弹行情。报告预估，到2027年，全球云端运算及AI基础建设资本支出将逼近1.5万亿美元，较目前水准增长约40%至50%。在记忆体芯片方面，该行...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","BAI":"iShares A.I. Innovation and Tech Active ETF","WTAI":"WisdomTree Artificial Intelligence and Innovation Fund","XSD":"SPDR S&P Semiconductor ETF","FDTX":"Fidelity Disruptive Technology ETF","MUU":"2倍做多MU ETF-Direxion","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","USXF":"iShares ESG Advanced MSCI USA ETF","CGGO":"Capital Group Global Growth Equity ETF","VERS":"PROSHARES METAVERSE ETF","XNTK":"SPDR NYSE Technology ETF","MQQQ":"Tradr 2X Long Innovation 100 Monthly ETF","TEKX":"SPDR Galaxy Transformative Tech Accelerators ETF","AIS":"VistaShares Artificial Intelligence Supercycle ETF","NBDS":"NEUBERGER BERMAN DISRUPTERS ETF","PSI":"INVESCO SEMICONDUCTORS ETF","CHPY":"YieldMax Semiconductor Portfolio Option Income ETF","SOXL":"三倍做多半导体ETF-Direxion Daily","PTF":"Invesco Dorsey Wright Technology Momentum ETF","CNAV":"Mohr Company Nav ETF","MUD":"1倍做空MU ETF-Direxion","FAI":"First Trust Bloomberg Artificial Intelligence ETF","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","USD":"ProShares Ultra Semiconductors","FWD":"AB DISRUPTORS ETF","SOXQ":"Invesco PHLX Semiconductor ETF","EFIV":"SPDR S&P 500 ESG ETF","MULL":"2倍做多MU ETF-GraniteShares","VGT":"信息技术ETF-Vanguard","SSG":"Proshares Ultrashort Semiconductors","SHOC":"Strive U.S. Semiconductor ETF","SOXS":"三倍做空半导体ETF-Direxion Daily","FXL":"First Trust Technology AlphaDEX Fund","DRAM":"Roundhill Memory ETF","WUGI":"AXS Esoterica NextG Economy ETF","IETC":"iShares U.S. Tech Independence Focused ETF","SMH":"半导体指数ETF-HOLDRs","RAM":"2倍做多DRAM ETF-T-REX","AIQ":"Global X Artificial Intelligence & Technology ETF","SOXX":"iShares费城交易所半导体ETF","RULE":"Adaptive Core ETF","IXN":"iShares Trust S&P Global Informa","AIFD":"TCW Artificial Intelligence ETF","JGRO":"Jpmorgan Active Growth ETF","EIS":"iShares MSCI Israel ETF","XLK":"高科技指数ETF-SPDR","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","SMHX":"VanEck Fabless Semiconductor ETF","FTXL":"First Trust Nasdaq Semiconductor ETF","FFTY":"Innovator IBD 50 ETF"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2649917549","content_text":"【大行评级丨美银：半导体回调属健康修正 重申对美光的“买入”评级】美银证券最新发布半导体产业报告指出，近期半导体类股回调属于市场正常修正，而非AI需求转弱的讯号。历史经验显示，半导体类股在夏季经常出现整理，待市场完成获利了结与估值修正后，秋季往往迎来新一波反弹行情。报告预估，到2027年，全球云端运算及AI基础建设资本支出将逼近1.5万亿美元，较目前水准增长约40%至50%。在记忆体芯片方面，该行认为，随着HBM、DDR5及企业级储存需求持续扩大，加上AI服务器持续拉动DRAM及NAND Flash需求，记忆体产业仍将是AI投资浪潮的重要受惠者，估值修复空间依然明确。该行重申对美光的“买入”评级，并维持目标价1550美元，认为公司仍是目前记忆体产业中最具吸引力的投资标的。","news_type":1,"symbols_score_info":{"FTXL":1.5,"SSG":1.5,"CHPY":1.5,"CHPS":1.5,"EGGY":0.6,"TEKX":1.5,"AIS":0.6,"PSI":1.5,"SOXQ":1.5,"IETC":0.6,"EFIV":0.6,"BAI":0.6,"CNAV":1.5,"NBDS":1.5,"SOXY":1.5,"XSD":1.5,"SMH":1.5,"SHOC":0.6,"AIFD":0.6,"CGGO":0.6,"VERS":1.5,"MULL":0.6,"RAM":1.5,"USD":1.5,"FFTY":1.5,"AIQ":0.6,"SOXX":1.5,"JGRO":0.6,"SOXS":1.5,"WUGI":0.6,"WTAI":1.5,"FWD":1.5,"XNTK":0.6,"FDTX":0.6,"FXL":0.6,"MU":1.5,"EIS":1.5,"SOXL":1.5,"XLK":0.6,"RULE":0.6,"IXN":0.6,"SMHX":1.5,"MQQQ":1.5,"MUD":0.6,"MUU":0.6,"DRAM":1.5,"VGT":1.5,"USXF":0.6,"PTF":0.6,"FAI":0.6}},"isVote":1,"tweetType":1,"viewCount":70,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":22,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}