BUZZ-摩根大通称 2025 年芯片行业交易活动可能回升

路透中文12-18 20:35

BUZZ-<a href="https://laohu8.com/S/JPM">摩根大通</a>称 2025 年芯片行业交易活动可能回升

12月18日 - ** 摩根大通（J.P.Morgan）表示，鉴于宏观环境，芯片行业的交易活动在过去几年有所放缓，但预计2025年并购活动有可能回升。

** 2024 年，整体半导体周期继续缓慢改善；然而，人工智能和非人工智能半导体业务之间出现了不同的趋势--摩根大通

** 人工智能计算、网络和定制芯片业务受益于强大的人工智能基础设施建设，股价表现优异，盈利趋势良好 --摩根大通

** 模拟设备、微控制器部门和半导体资本设备提供商因终端市场复苏放缓而表现不佳，原因是市场对需求疲软和地缘政治不确定性的担忧加剧，但预计 2025 年下半年这种情况将有所改善--摩根大通

** 受芯片复杂性上升和芯片设计活动强劲的推动，Synopsys SNPS.O 和 Cadence DesignSystemsCDNS.O 的芯片设计软件工具需求依然强劲

** 人工智能服务器支出强劲，使Nvidia NVDA.O、Arm Holdings>、AMD(超威/超微) >、MarvellTechnology MRVL.O和Broadcom AVGO.O受益。

(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)

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