2022年半导体行业哪家强？瑞银首选这三家公司！

智通财经网2021-12-22

瑞银分析师Timothy Arcuri近日发表了关于半导体行业的研究报告，并指出，2022年行业首选英伟达(NVDA.US)、迈威尔科技(MRVL.US)和美光科技(MU.US)。 Arcuri在报告中解释道，英伟达通过围绕其GPU和软件领域建立了更为“稳定”的收入来源，该公司有望从中受益，并予以该股“买入”评级;而迈威尔科技有望通过利用其“广泛的投资组合”和5纳米投资获得更多机会。此外，...

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