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Following核心要点
美光股价与内存前景紧密挂钩
芯片股从抛售中反弹
获取 3 本免费股票电子书
- 美国银行预计，到 2030 年半导体市场将达到 3.2 万亿美元。
- 美光股价可能仍会对内存短缺、定价和不断上升的需求保持敏感。
- Arya 认为目前的 AI 芯片订单和供应承诺没有出现明显的放缓迹象。
- 晶圆制造设备收入到 2030 年可能达到约 3600 亿美元。
- 尽管长期需求预测强劲，但短期内芯片股可能会继续波动。
美光股价与内存前景紧密挂钩
美国银行分析师 Vivek Arya 预计，尽管投资者质疑人工智能发展放缓是否会降低芯片需求，但半导体市场将在 2030 年前实现显著扩张。随着市场权衡短期波动与长期行业增长，他的展望可能会让美光（MU）股票及其他芯片概念股继续保持关注焦点。
美光科技公司，MU
Arya 估计，全球半导体市场将从今年的约 1.7 万亿美元增长至 2030 年的 3.2 万亿美元。他预计，内存芯片、数据中心需求以及汽车和工业市场的复苏将支撑这一扩张。
芯片股从抛售中反弹
近期市场担忧的焦点在于，OpenAI 和 Anthropic 等公司是否会放缓在计算硬件上的支出。Arya 表示，当前的需求指标并未显示出明显的放缓迹象。他指出，客户订单、长期合同、供应协议以及芯片价格均支持这一观点。他预计明年计算、网络和内存供应商的预订情况仍将相当饱和，而 2028 年的供需关系也可能依然紧张。
Arya 认为内存短缺和价格上涨是推动行业增长的关键因素。这一观点使美光股票成为与未来内存需求密切相关的标的之一。他还预计传统服务器和 AI 服务器制造商的条件将更加强劲。一旦板块动能改善，Arya 预计美光、英特尔、拉姆研究（Lam Research）和应用材料（Applied Materials）等公司将受益于更强劲的需求。
周一，由于投资者对人工智能开发的速度和成本表示担忧，半导体股价大幅下跌。费城半导体指数跌幅超过 5%，英伟达、AMD、美光、拉姆研究和应用材料等个股也出现下跌。周二，该指数收复了部分失地，收盘上涨 0.4%。Arya 表示，随着投资者追踪美国中期选举、借贷成本以及更广泛的经济状况，该板块短期内可能会继续在区间内震荡。
Arya 还上调了对晶圆制造设备的预测。随着逻辑和内存生产需求的增加，他现在预计该市场今年将达到 1560 亿美元，明年将达到 2100 亿美元。到 2030 年，他预计晶圆厂设备收入将达到约 3600 亿美元。他预计新的制造技术和增加的洁净室产能将支持这一增长。随着投资者监测整个十年期的更广泛的半导体周期，美光股价可能会继续对内存定价和产能趋势保持敏感。
获取 3 本免费股票电子书
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