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- Coco2009Coco2009
  ·2025-12-17
  说说你对这篇新闻的看法...
  美国银行2026年押注这6只人工智能顶级芯片股
  美国银行表示，人工智能仍将是2026年最值得布局的投资主题。Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。美国银行推荐名单中的第三只股票是 $拉姆研究$ 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。
  美国银行2026年押注这6只人工智能顶级芯片股
  293 评论
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- Coco2009Coco2009
  ·2025-12-12
  $谷歌(GOOG)$ 人家都涨，它死不动还微跌，人家跌一下，它也跟跌，死猪
  608 评论
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- Coco2009Coco2009
  ·2025-12-12
  $谷歌(GOOG)$ 都别买它，价值投资个鸡毛，它不配
  625 评论
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- Coco2009Coco2009
  ·2025-12-12
  $谷歌(GOOG)$ 认怂？破股
  463 评论
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- Coco2009Coco2009
  ·2025-12-12
  $谷歌A(GOOGL)$ 挨刀的，在也不买你了，不争气的阿斗
  728 评论
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- Coco2009Coco2009
  ·2025-12-12
  $谷歌A(GOOGL)$ 这个破谷歌噢买个啥都比它强[喷血]
  896 评论
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- Coco2009Coco2009
  ·2025-12-04
  $SanDisk Corp(SNDK)$ 死猪
  405 评论
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- Coco2009Coco2009
  ·2025-09-19
  $CoreWeave, Inc.(CRWV)$ 这破股，不行。不能买它的期权水分太大了
  710 评论
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- Coco2009Coco2009
  ·2025-08-25
  $拼多多(PDD)$ 中概股恶心到家
  454 评论
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- Coco2009Coco2009
  ·2025-08-25
  $拼多多(PDD)$ 中概股，猫腻太多。真不能碰
  1,424 1
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13:54","market":"us","language":"zh","title":"美国银行2026年押注这6只人工智能顶级芯片股","url":"https://stock-news.laohu8.com/highlight/detail?id=1133906484","media":"老虎资讯综合","summary":"美国银行表示，人工智能仍将是2026年最值得布局的投资主题。Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。美国银行推荐名单中的第三只股票是 $拉姆研究$ 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。","content":"<html><head></head><body><p style=\"text-align: left;\">美国银行表示，人工智能仍将是2026年最值得布局的投资主题。</p><p style=\"text-align: left;\">在周二发布的一份研报中，该行指出，AI投资周期仍处于早期至中期阶段。由Vivek Arya领衔的分析团队预计，芯片制造商将继续带来具有吸引力、但波动较大的回报，并认为华尔街整体共识仍然低估了这些股票所承担的“关键性”使命。</p><p style=\"text-align: left;\">Arya在报告中写道：“AI投资进入‘中期低潮’，但我们预计，在数据中心利用率强劲、供给偏紧、企业级采用加速，以及大语言模型（LLM）开发商、超大规模云厂商和主权客户之间竞争加剧的推动下，AI半导体在未来一年仍将实现同比50%以上的稳健增长。对AI投资回报和超大规模云厂商现金流的更严格审视，可能会令股价维持震荡，但这一影响将被更新、更快的LLM开发商以及服务于企业和主权客户的AI工厂所部分抵消。”</p><p style=\"text-align: left;\">Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。</p><p style=\"text-align: left;\">在同一份研报中，他还给出了该板块中自己最看好的六只大型股，重点关注公司质量和行业领导地位，如下所示：</p><p style=\"text-align: left;\"><strong>美国银行2026年最看好的6只AI股票</strong></p><table style=\"border-collapse: collapse;\"><colgroup><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12月15日收盘价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">目标价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">上涨空间</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">NVDA</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （Nvidia）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">176.29美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">275美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">56%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">AVGO</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/AVGO\">博通</a> （Broadcom）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">339.81美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">500美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">47%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">LRCX</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> （Lam Research）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">164.30美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">195美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">19%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">KLAC</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/KLAC\">科磊</a>  （KLA）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,125.11美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,450美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">29%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">ADI</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ADI\">亚德诺</a> （Analog Devices）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">280.44美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">320美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">14%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">CDNS</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CDNS\">铿腾电子</a> （Cadence Design Systems）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">318.43美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">400美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">26%</p></td></tr></tbody></table><p style=\"text-align: left;\">来源：美国银行</p><p style=\"text-align: left;\">作为AI领域的“海报股”，今年以来上涨32%的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> ，仍是美国银行2026年最看好的六只股票之一。Arya给出的275美元目标价意味着，黄仁勋领导的这家公司的目标价较当前水平仍有56%的上涨空间。Arya表示，英伟达目前的估值“极具吸引力”，其市盈率仅相当于自身增长率的一半，同时拥有稳健的产品管线和充足的潜在催化因素。</p><p style=\"text-align: left;\">他写道：“我们的目标价基于英伟达在高速增长的AI计算和网络市场中的领先份额，尽管全球AI项目存在阶段性波动、游戏市场具有周期性，以及对电力供应可得性的担忧，这些因素对其形成一定对冲。”</p><p style=\"text-align: left;\">同样被评为“买入”评级的 <a href=\"https://laohu8.com/S/AVGO\">博通</a> ，在Arya的六大首选中具备第二大的潜在上涨空间。他认为，凭借“两位数的每股收益增长，以及半导体行业中最出色的盈利能力、自由现金流创造能力和资本回报”，该股较周一收盘价有望上涨47%。</p><p style=\"text-align: left;\">美国银行推荐名单中的第三只股票是 <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。</p><p style=\"text-align: left;\">Arya写道：“我们的目标价依据处于历史9倍至40倍交易区间的偏上水平，这一估值由持续的存储器晶圆制造设备（WFE）周期、长期中等偏十几的每股收益复合年增长率、刻蚀/沉积设备的产品领先地位、刻蚀/沉积环节强度提升、市场份额扩大、代工/逻辑业务相对存储业务的敞口提升、NAND复苏前景改善以及稳健的自由现金流创造能力所支撑；同时，短期内的成本通胀和关税问题构成一定压力。”</p></body></html>","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>美国银行2026年押注这6只人工智能顶级芯片股</title>\n<style 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}\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美国银行2026年押注这6只人工智能顶级芯片股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-17 13:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美国银行表示，人工智能仍将是2026年最值得布局的投资主题。</p><p style=\"text-align: left;\">在周二发布的一份研报中，该行指出，AI投资周期仍处于早期至中期阶段。由Vivek Arya领衔的分析团队预计，芯片制造商将继续带来具有吸引力、但波动较大的回报，并认为华尔街整体共识仍然低估了这些股票所承担的“关键性”使命。</p><p style=\"text-align: left;\">Arya在报告中写道：“AI投资进入‘中期低潮’，但我们预计，在数据中心利用率强劲、供给偏紧、企业级采用加速，以及大语言模型（LLM）开发商、超大规模云厂商和主权客户之间竞争加剧的推动下，AI半导体在未来一年仍将实现同比50%以上的稳健增长。对AI投资回报和超大规模云厂商现金流的更严格审视，可能会令股价维持震荡，但这一影响将被更新、更快的LLM开发商以及服务于企业和主权客户的AI工厂所部分抵消。”</p><p style=\"text-align: left;\">Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。</p><p style=\"text-align: left;\">在同一份研报中，他还给出了该板块中自己最看好的六只大型股，重点关注公司质量和行业领导地位，如下所示：</p><p style=\"text-align: left;\"><strong>美国银行2026年最看好的6只AI股票</strong></p><table style=\"border-collapse: collapse;\"><colgroup><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12月15日收盘价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">目标价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">上涨空间</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">NVDA</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （Nvidia）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">176.29美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">275美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">56%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">AVGO</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/AVGO\">博通</a> （Broadcom）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">339.81美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">500美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">47%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">LRCX</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> （Lam Research）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">164.30美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">195美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">19%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">KLAC</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/KLAC\">科磊</a>  （KLA）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,125.11美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,450美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">29%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">ADI</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ADI\">亚德诺</a> （Analog Devices）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">280.44美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">320美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">14%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">CDNS</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CDNS\">铿腾电子</a> （Cadence Design Systems）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">318.43美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">400美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">26%</p></td></tr></tbody></table><p style=\"text-align: left;\">来源：美国银行</p><p style=\"text-align: left;\">作为AI领域的“海报股”，今年以来上涨32%的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> ，仍是美国银行2026年最看好的六只股票之一。Arya给出的275美元目标价意味着，黄仁勋领导的这家公司的目标价较当前水平仍有56%的上涨空间。Arya表示，英伟达目前的估值“极具吸引力”，其市盈率仅相当于自身增长率的一半，同时拥有稳健的产品管线和充足的潜在催化因素。</p><p style=\"text-align: left;\">他写道：“我们的目标价基于英伟达在高速增长的AI计算和网络市场中的领先份额，尽管全球AI项目存在阶段性波动、游戏市场具有周期性，以及对电力供应可得性的担忧，这些因素对其形成一定对冲。”</p><p style=\"text-align: left;\">同样被评为“买入”评级的 <a href=\"https://laohu8.com/S/AVGO\">博通</a> ，在Arya的六大首选中具备第二大的潜在上涨空间。他认为，凭借“两位数的每股收益增长，以及半导体行业中最出色的盈利能力、自由现金流创造能力和资本回报”，该股较周一收盘价有望上涨47%。</p><p style=\"text-align: left;\">美国银行推荐名单中的第三只股票是 <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。</p><p style=\"text-align: left;\">Arya写道：“我们的目标价依据处于历史9倍至40倍交易区间的偏上水平，这一估值由持续的存储器晶圆制造设备（WFE）周期、长期中等偏十几的每股收益复合年增长率、刻蚀/沉积设备的产品领先地位、刻蚀/沉积环节强度提升、市场份额扩大、代工/逻辑业务相对存储业务的敞口提升、NAND复苏前景改善以及稳健的自由现金流创造能力所支撑；同时，短期内的成本通胀和关税问题构成一定压力。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a97eb9a14d755a31467860c91b81c811","relate_stocks":{"LRCX":"拉姆研究","NVDA":"英伟达","AVGO":"博通","KLAC":"科磊","ADI":"亚德诺","CDNS":"铿腾电子"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133906484","content_text":"美国银行表示，人工智能仍将是2026年最值得布局的投资主题。在周二发布的一份研报中，该行指出，AI投资周期仍处于早期至中期阶段。由Vivek Arya领衔的分析团队预计，芯片制造商将继续带来具有吸引力、但波动较大的回报，并认为华尔街整体共识仍然低估了这些股票所承担的“关键性”使命。Arya在报告中写道：“AI投资进入‘中期低潮’，但我们预计，在数据中心利用率强劲、供给偏紧、企业级采用加速，以及大语言模型（LLM）开发商、超大规模云厂商和主权客户之间竞争加剧的推动下，AI半导体在未来一年仍将实现同比50%以上的稳健增长。对AI投资回报和超大规模云厂商现金流的更严格审视，可能会令股价维持震荡，但这一影响将被更新、更快的LLM开发商以及服务于企业和主权客户的AI工厂所部分抵消。”Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。在同一份研报中，他还给出了该板块中自己最看好的六只大型股，重点关注公司质量和行业领导地位，如下所示：美国银行2026年最看好的6只AI股票股票代码公司12月15日收盘价目标价上涨空间NVDA 英伟达 （Nvidia）176.29美元275美元56%AVGO 博通 （Broadcom）339.81美元500美元47%LRCX 拉姆研究 （Lam Research）164.30美元195美元19%KLAC 科磊  （KLA）1,125.11美元1,450美元29%ADI 亚德诺 （Analog Devices）280.44美元320美元14%CDNS 铿腾电子 （Cadence Design Systems）318.43美元400美元26%来源：美国银行作为AI领域的“海报股”，今年以来上涨32%的 英伟达 ，仍是美国银行2026年最看好的六只股票之一。Arya给出的275美元目标价意味着，黄仁勋领导的这家公司的目标价较当前水平仍有56%的上涨空间。Arya表示，英伟达目前的估值“极具吸引力”，其市盈率仅相当于自身增长率的一半，同时拥有稳健的产品管线和充足的潜在催化因素。他写道：“我们的目标价基于英伟达在高速增长的AI计算和网络市场中的领先份额，尽管全球AI项目存在阶段性波动、游戏市场具有周期性，以及对电力供应可得性的担忧，这些因素对其形成一定对冲。”同样被评为“买入”评级的 博通 ，在Arya的六大首选中具备第二大的潜在上涨空间。他认为，凭借“两位数的每股收益增长，以及半导体行业中最出色的盈利能力、自由现金流创造能力和资本回报”，该股较周一收盘价有望上涨47%。美国银行推荐名单中的第三只股票是 拉姆研究 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。Arya写道：“我们的目标价依据处于历史9倍至40倍交易区间的偏上水平，这一估值由持续的存储器晶圆制造设备（WFE）周期、长期中等偏十几的每股收益复合年增长率、刻蚀/沉积设备的产品领先地位、刻蚀/沉积环节强度提升、市场份额扩大、代工/逻辑业务相对存储业务的敞口提升、NAND复苏前景改善以及稳健的自由现金流创造能力所支撑；同时，短期内的成本通胀和关税问题构成一定压力。”","news_type":1,"symbols_score_info":{"ADI":2,"LRCX":2,"CDNS":2,"AVGO":2,"NVDA":2,"KLAC":2}},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509959543660968,"gmtCreate":1765487351452,"gmtModify":1765489456980,"author":{"id":"3494308562861448","authorId":"3494308562861448","name":"Coco2009","avatar":"https://static.tigerbbs.com/980f49b6702592497b8759cf24228c00","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494308562861448","idStr":"3494308562861448"},"themes":[],"title":"","htmlText":"<a 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