<p>资产管理公司 ClearBridge Investments 在第二季度披露了几项投资组合变动，开始新建对美光科技（Micron，MU）的持仓，同时削减了对微软（Microsoft，MSFT）和亚马逊（Amazon，AMZN）的持仓。该公司还退出了对财捷（Intuit，INTU）的投资，表示人工智能可能会削弱该公司税务业务的部分领域。</p>
<h3>7 月 4 日促销 - 70% 折扣</h3>
<p>高信心的亚马逊空头现在拥有这个 Tradr ETF</p>
<p>ClearBridge 继续认为 AI 基础设施是 2026 年下半年的关键增长驱动力。除了美光，该公司还增加了对谷歌（Alphabet，GOOGL）、Arista Networks（ANET）、黑石集团（Blackstone，BX）和特斯拉（Tesla，TSLA）的持仓。</p>
<h2><strong>为什么 ClearBridge 选择美光</strong></h2>
<p>ClearBridge 称美光为一个 &#34;战略性、差异化&#34; 的 AI 投资。该公司表示，AI 数据中心需要比传统计算系统更多的内存，这为内存芯片创造了强劲的需求前景。</p>
<p>此举正值内存股票面临急剧回调之际。美光的股价在过去五个交易日中下跌超过 17%，因为三星电子（Samsung Electronics，SSNLF）的强劲初步业绩未能提振该行业。对 AI 支出的担忧加上 SK 海力士（SK Hynix，HXSCL）计划在美国上市也对市场情绪造成了压力。</p>
<p>尽管近期抛售，华尔街对美光依然乐观。摩根士丹利（Morgan Stanley）分析师 Shawn Kim 最近称此次回调为 &#34;必要的重置&#34;，而不是内存周期的结束。此外，美国银行（Bank of America）分析师 Vivek Arya 重申了其买入评级，表示对内存定价和过剩的担忧被夸大了。</p>
<h2><strong>华尔街对这些股票的看法是什么？</strong></h2>
<p>我们使用 TipRanks 股票比较工具对这些股票进行了比较。</p>
<p>分析师对美光、微软、亚马逊、谷歌和 Arista Networks 的看法最为乐观，这五只股票均获得强烈买入的共识评级。美光的潜在上涨空间最高，约为 67%，其次是财捷 59%，微软 45%，亚马逊 30%，黑石 22%。</p>
<p>与此同时，财捷和黑石的评级为适度买入，而特斯拉的评级为持有。</p>

特斯拉

谷歌-A

黑石集团

<p>ClearBridge Investments 在美光科技（MU）上建立了头寸，同时减少了对微软（MSFT）和亚马逊（AMZN）的投资，并退出了对财捷（INTU）的投资，理由是人工智能对税务软件的潜在影响。该公司认为人工智能基础设施是一个关键的增长驱动力，强调美光科技在数据中心内存需求方面的战略价值，尽管近期股价波动较大。ClearBridge 还增加了对谷歌、Arista Networks、黑石集团和特斯拉的持股</p>

<p>Asset manager ClearBridge Investments revealed several portfolio changes for the second quarter, starting a new position in Micron (MU) while trimming its holdings in Microsoft (MSFT) and Amazon (AMZN). The firm also exited Intuit (INTU), saying artificial intelligence could weaken parts of the company's tax business.</p>
<div class="lb-trans"><p>资产管理公司 ClearBridge Investments 在第二季度披露了几项投资组合变动，开始新建对美光科技（Micron，MU）的持仓，同时削减了对微软（Microsoft，MSFT）和亚马逊（Amazon，AMZN）的持仓。该公司还退出了对财捷（Intuit，INTU）的投资，表示人工智能可能会削弱该公司税务业务的部分领域。</p>
</div><h3>4th of July Sale - 70% Off</h3>
<div class="lb-trans"><h3>7 月 4 日促销 - 70% 折扣</h3>
</div><p>High conviction AMZN bears now have this Tradr ETF</p>
<div class="lb-trans"><p>高信心的亚马逊空头现在拥有这个 Tradr ETF</p>
</div><p>ClearBridge continues to see AI infrastructure as a key growth driver in the second half of 2026. Along with Micron, the firm also increased its holdings in Alphabet (GOOGL), Arista Networks (ANET), Blackstone (BX), and Tesla (TSLA).</p>
<div class="lb-trans"><p>ClearBridge 继续认为 AI 基础设施是 2026 年下半年的关键增长驱动力。除了美光，该公司还增加了对谷歌（Alphabet，GOOGL）、Arista Networks（ANET）、黑石集团（Blackstone，BX）和特斯拉（Tesla，TSLA）的持仓。</p>
</div><h2><strong>Why ClearBridge Chose Micron</strong></h2>
<div class="lb-trans"><h2><strong>为什么 ClearBridge 选择美光</strong></h2>
</div><p>ClearBridge called Micron a &#34;strategic, differentiated&#34; AI investment. The firm said AI data centers need much more memory than traditional computing systems, creating a strong demand outlook for memory chips.</p>
<div class="lb-trans"><p>ClearBridge 称美光为一个 &#34;战略性、差异化&#34; 的 AI 投资。该公司表示，AI 数据中心需要比传统计算系统更多的内存，这为内存芯片创造了强劲的需求前景。</p>
</div><p>The move comes as memory stocks face a sharp pullback. Micron shares have fallen more than 17% over the past five trading days after strong preliminary results from Samsung Electronics (SSNLF) failed to lift the sector. Rising concerns over AI spending and SK Hynix's (HXSCL) planned U.S. listing also weighed on sentiment.</p>
<div class="lb-trans"><p>此举正值内存股票面临急剧回调之际。美光的股价在过去五个交易日中下跌超过 17%，因为三星电子（Samsung Electronics，SSNLF）的强劲初步业绩未能提振该行业。对 AI 支出的担忧加上 SK 海力士（SK Hynix，HXSCL）计划在美国上市也对市场情绪造成了压力。</p>
</div><p>Despite the recent selloff, Wall Street remains upbeat on Micron. Morgan Stanley analyst Shawn Kim recently called the pullback a &#34;necessary reset&#34; rather than the end of the memory cycle. Also, Bank of America analyst Vivek Arya reiterated his Buy rating, saying concerns about memory pricing and oversupply are overdone.</p>
<div class="lb-trans"><p>尽管近期抛售，华尔街对美光依然乐观。摩根士丹利（Morgan Stanley）分析师 Shawn Kim 最近称此次回调为 &#34;必要的重置&#34;，而不是内存周期的结束。此外，美国银行（Bank of America）分析师 Vivek Arya 重申了其买入评级，表示对内存定价和过剩的担忧被夸大了。</p>
</div><h2><strong>What Does Wall Street Think of These Stocks?</strong></h2>
<div class="lb-trans"><h2><strong>华尔街对这些股票的看法是什么？</strong></h2>
</div><p>We used the TipRanks Stock Comparison Tool to compare these stocks.</p>
<div class="lb-trans"><p>我们使用 TipRanks 股票比较工具对这些股票进行了比较。</p>
</div><p>Analysts are most bullish on Micron, Microsoft, Amazon, Alphabet, and Arista Networks, with all five carrying Strong Buy consensus ratings. Micron offers the highest upside potential at about 67%, followed by Intuit at 59%, Microsoft at 45%, Amazon at 30%, and Blackstone at 22%.</p>
<div class="lb-trans"><p>分析师对美光、微软、亚马逊、谷歌和 Arista Networks 的看法最为乐观，这五只股票均获得强烈买入的共识评级。美光的潜在上涨空间最高，约为 67%，其次是财捷 59%，微软 45%，亚马逊 30%，黑石 22%。</p>
</div><p>Meanwhile, Intuit and Blackstone have Moderate Buy ratings, while Tesla is rated Hold.</p>
<div class="lb-trans"><p>与此同时，财捷和黑石的评级为适度买入，而特斯拉的评级为持有。</p>
</div>

Microsoft, Amazon Out; Micron In: ClearBridge Makes a Big AI Bet

- ClearBridge Investments 在第二季度调整投资组合，增持 Micron 并削减微软和亚马逊持股。  
- 公司认为 AI 基础设施是 2026 年下半年的主要增长动力。  
- 尽管面临抛售，华尔街对 Micron 依然看好，预计其潜力最高可达 67%。

Tip Ranks

美光科技

Arista Networks

谷歌-C

亚马逊

1.25 倍做多特斯拉 ETF - GraniteShares

微软

财捷

微软每日 1 倍做空 ETF - Direxion

Simplify Volt TSLA Revolution ETF

2 倍做多特斯拉 ETF - Direxion

Roundhill GOOGL WeeklyPay ETF

1 倍做空特斯拉 ETF - Direxion

2 倍做多 MSFT ETF - GraniteShares

2 倍做空特斯拉 ETF - Tradr

微软每日 2 倍做多 ETF - Direxion

2 倍做空特斯拉 ETF - GraniteShares

南方两倍做多特斯拉

Defiance Daily Target 2X Long ANET ETF

Roundhill AMZN WeeklyPay ETF

2 倍做多特斯拉 ETF - Leverage Shares

亚马逊每日 1 倍做空 ETF - Direxion

亚马逊每日 2 倍做多 ETF - Direxion

2 倍做多美光科技 ETF - Direxion

2 倍做多谷歌 ETF - Direxion

GraniteShares 2x Long AMZN Daily ETF

YieldMax MSFT Option Income Strategy ETF

1 倍做空 MU ETF - Direxion

1 倍做空谷歌 ETF - Direxion

2 倍做空特斯拉 ETF - T-Rex

2 倍做多 MU ETF - GraniteShares

2 倍做多 TSLA ETF - T-Rex

2 倍做多 TSLA ETF - GraniteShares

T-Rex 2X Long Microsoft Daily Target ETF

Proshares Ultra TSLA

Leverage Shares 2x Cpd Acclrtd TSLAMnETF

TSLA 周收益 ETF - Roundhill

Yieldmax Tsla Option Income ETF

TSLA 期权收益策略 ETF - GraniteShares

xETFs TSLA Daily Income ETF

TSLA 期权收益策略 ETF - YieldMax

Kurv Yield Premium Strategy Tesla TSLA ETF

XI二南特斯-U

2 倍做多 MAG7 指数 ETF - Roundhill

YieldMax GOOGL Option Income Strategy ETF

GraniteShares 2x Long GOOGL Daily ETF

2 倍做多谷歌 ETF - T-Rex

Kurv Yield Premium Strategy Google GOOGL ETF

GraniteShares YieldBOOST MU ETF

Defiance Daily Target 2X Short MU ETF

Tradr 2X Short AMZN Daily ETF

Yieldmax Amzn Option Income ETF

Graniteshares YieldBOOST AMZN ETF

Kurv Yield Premium Strategy Amazon AMZN ETF

Roundhill MSFT WeeklyPay ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

三星电子

摩根士丹利

美国银行

Samsung Electronics Co., Ltd. Sponsored GDR

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

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

微软和亚马逊被排除在外；美光科技加入：ClearBridge 进行了一项重大 AI 投资