<div id="readability-page-1">Major target hikes: BofA raised price targets for Nvidia, AMD, Marvell, Micron, and Coherent, with Micron’s nearly doubling to $950 on AI-driven demand expectations. AI market outlook: The AI data center market forecast rose to $1.7 trillion by 2030, with $1.2 trillion expected from AI accelerators, underscoring sustained hyperscaler spending. Volatility risk: Despite bullish forecasts, chip stocks face bubble comparisons, sharp selloffs, and geopolitical uncertainties, highlighting potential for abrupt sentiment shifts.</div>

迈威尔科技

美光科技

<p>美银提高了对主要芯片公司的目标股价，包括英伟达、AMD、迈威尔科技、美光科技和 Coherent，其中美光的目标几乎翻倍至 950 美元，原因是受到人工智能驱动的需求影响。预计到 2030 年，人工智能数据中心市场将达到 1.7 万亿美元，人工智能加速器将作出重要贡献。然而，尽管预测乐观，芯片股票可能面临波动风险，包括泡沫比较和地缘政治不确定性，这可能导致市场情绪的突然变化</p>

BofA boosts chip price targets as AI demand surges

- 美银上调了多家公司目标价格，Micron 目标几乎翻倍至 $950。  
- AI 数据中心市场预计到 2030 年将达到 $1.7 万亿，其中 AI 加速器占 $1.2 万亿。  
- 尽管乐观预测，芯片股面临泡沫比较和地缘政治不确定性风险。

英伟达

Coherent Corp.

KraneShares Artfcl Intllgnc and Tech ETF

GraniteShares 2x Long AMD Daily ETF

Invesco PHLX Semiconductor ETF

Global X未来分析技术ETF

英伟达期权收益策略 ETF - YieldMax

2 倍做多 MRVL ETF - GraniteShares

2 倍做多 NVDA ETF - T-Rex

Invesco AI and Next Gen Software ETF

标普半导体 ETF - SPDR

2 倍做多英伟达 ETF - GraniteShares

2 倍做多 AMD ETF - Direxion

半导体 ETF - VanEck Vectors

2 倍做多英伟达 ETF - Direxion

费城交易所 半导体 ETF - iShares

动态半导体 ETF - Invesco

纳斯达克半导体 ETF - First Trust

半导体 3 倍做多 - Direxion

美国银行

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

NVIDIA Corporation

由于人工智能需求激增，美国银行提高了芯片的价格目标