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美國銀行稱，資料中心和人工智慧領域的半導體需求將被汽車和消費品產業的需求所抵消。

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-- 美國銀行證券分析師週一在一份報告中指出，半導體股票的需求環境喜憂參半，資料中心和人工智慧領域相對強勁，但傳統汽車和消費品產業表現疲軟，抵消了部分需求。 分析師表示，他們更青睞自由現金流強勁的公司。他們在該行業的大型公司中首選Analog Devices (ADI)，而中小型公司中的首選是MACOM Technology Solutions (MTSI)。 美國銀行將安森美半導體(ON Semiconductor)的評級從“中性”上調至“買入”，並將目標價從70美元上調至85美元。分析師強調了該股的研發管線、「穩健」的自由現金流、股票回購承諾、模型槓桿率以及較低的資產負債表槓桿率。 對於恩智浦半導體(NXP Semiconductors)，分析師將評級從“買入”下調至“中性”，並將目標價從245美元下調至230美元，指出在模擬半導體行業競爭日益激烈的環境下，該股與同行相比“吸引力有所下降”。 美國銀行維持對Analog Devices的「買入」評級，並將目標價從400美元上調至425美元，以反映其在人工智慧等核心長期成長領域的成長勢頭。 分析師也維持對MACOM Technology Solutions的「買入」評級，並將目標價從260美元上調至305美元，因為該公司在光學產業的持續成長動能。

Price: $70.19, Change: $+1.54, Percent Change: +2.24%

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