金色财经|11月 10, 2026 07:30
Morgan Stanley rates North American semiconductors "Attractive," with Nvidia as its top pick and Broadcom favored. According to Jinse Finance, on November 10th, Morgan Stanley released a research report stating that near-term risks may lead to more range-bound trading in the North American semiconductor sector, but a buy bias is favored as stock prices approach the lower end of the range. Morgan Stanley rates the North American semiconductor industry as "Attractive," continuing to favor Nvidia and also favoring Broadcom; the risk-reward ratio for SanDisk and Micron Technology is also becoming increasingly attractive. The sub-sectors, ranked by preference, are GPU/XPU computing, memory, semiconductor manufacturing equipment, analog chips, network chips, and CPUs. The original report did not provide specific target prices or previous ratings.
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink