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相关的成本在 2026 年下半年显现，以及市场对用于资助 AI 建设的债务担忧日益增加，波动性可能会加剧。\u003C\u002Fp>\u003Cp>花旗在 AI 生态系统中继续看好英伟达(NVDA)、博通(AVGO)和美光科技(MU)；同时，花旗认为最大的正面惊喜将来自模拟芯片板块，并预计由于库存处于低位、供应增长缓慢以及利润率低迷，随着共识预期上调，该板块将在 2026 年迎来好转。\u003C\u002Fp>\u003Cp>花旗将微芯科技(MCHP)列为首选股，预计其预期上修空间最大，因为其销售额和利润率较峰值水平下降最为严重。其它评级为“买入”的股票包括博通、美光科技、德州仪器(TXN)、恩智浦半导体(NXPI)和亚德诺半导体(ADI)。\u003C\u002Fp>\u003Cp>该行表示，“我们青睐博通，并因张量处理单元(TPU)的普及而看到其上涨空间。”博通已确认 Anthropic 成为谷歌(GOOGL)最大的 TPU 客户，到 2026 年将贡献 210 亿美元的收入。\u003C\u002Fp>\u003Cp>分析师在 12 月 22 日的一份报告中表示“我们继续相信美光科技还有更多上涨空间，2026 历年每一季度 DRAM 价格的上涨将推动共识预期进一步上调。”\u003C\u002Fp>\u003Cp>在收益方面，花旗预计微芯科技的每股收益(EPS)将增长 4 倍以上，从 2025 年第三季度的 0.24 美元增至 2027 年第四季度预期的 1.33 美元;并预计德州仪器的每股收益将增长 77%，从 2026 年第一季度预期的 1.20 美元增至 2027 年第三季度预期的 2.12 美元。\u003C\u002Fp>\u003Cp>花旗还表示，相比于铿腾电子(CDNS)，更看好新思科技(SNPS)，理由是新思科技在营业利润率扩张方面具有更强的潜力。该公司预计利润率将受益于成本削减措施、更高的软件业务占比以及 IP(知识产权)业务的反弹。\u003C\u002Fp>\u003Cp>最专业的美股资讯推荐美股大数据 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]