--- title: "美国半导体行业将迎来人工智能驱动的加速发展，摩根大通表示" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286293627.md" description: "根据美银证券的报告，美国半导体公司有望实现加速的人工智能驱动销售增长。该公司将 2030 年人工智能数据中心系统市场的估计提高至 1.7 万亿美元。尽管对资本支出的担忧依然存在，但需求依然强劲，得到了 OpenAI 和 Anthropic 等公司的支持。美银还提高了几家公司的目标股价：美光科技至 950 美元，英伟达至 320 美元，迈威尔科技至 200 美元，先进微电子公司至 500 美元，理由是强劲的需求和即将到来的催化剂。博通与谷歌和 Meta 的合同预计将增强 2027 年的需求" datetime: "2026-05-13T16:06:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286293627.md) - [en](https://longbridge.com/en/news/286293627.md) - [zh-HK](https://longbridge.com/zh-HK/news/286293627.md) --- # 美国半导体行业将迎来人工智能驱动的加速发展，摩根大通表示 12:06 PM EDT, 05/13/2026 (MT Newswires) -- US semiconductor companies are on track for faster AI-driven sales growth and stronger returns this year as spending on AI infrastructure accelerates, BofA Securities said Wednesday in a report. BofA raised its 2030 estimate for the AI data-center systems market to $1.7 trillion from $1.4 trillion, reflecting a stronger outlook for AI-related capital spending. Despite investor concerns about whether elevated capital expenditures can last, BofA said the near term still looks constructive as companies such as OpenAI and Anthropic, along with expected IPO activity, support a healthier demand backdrop. The sector may also see efficiency gains in 2027 as new compute and memory architectures roll out, the report said. Memory demand is expected to continue outpacing supply as AI projects scale up, with pricing likely to remain firm, the report said. BofA lifted Micron Technology's ( MU ) price target to $950 from $500, citing a "much stronger midterm pricing outlook." For top pick Nvidia ( NVDA ) , BofA raised its price target to $320 from $300, pointing to upcoming catalysts including earnings, the Computex trade show and a potential new CPU launch. BofA increased Marvell Technology's ( MRVL ) price target to $200 from $125, citing strong optics demand tied to AI buildouts and momentum in custom silicon. The firm raised Advanced Micro Devices' ( AMD ) price target to $500 from $450, citing recent CPU strength and potential catalysts at the company's July analyst day, along with more data-center opportunities. For Broadcom ( AVGO ) , BofA said recent frame contracts with Alphabet's (GOOGL) Google and Meta Platforms (META) help lock in 2027 demand, with potential upside to the consensus estimate of $110 billion in AI sales. Price: 794.01, Change: +27.43, Percent Change: +3.58 MT Newswires does not provide investment advice. 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