--- title: "美國半導體行業將迎來人工智能驅動的加速發展，摩根大通表示" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286293627.md" description: "根據美銀證券的報告，美國半導體公司有望實現加速的人工智能驅動銷售增長。該公司將 2030 年人工智能數據中心繫統市場的估計提高至 1.7 萬億美元。儘管對資本支出的擔憂依然存在，但需求依然強勁，得到了 OpenAI 和 Anthropic 等公司的支持。美銀還提高了幾家公司的目標股價：美光科技至 950 美元，英偉達至 320 美元，邁威爾科技至 200 美元，先進微電子公司至 500 美元，理由是強勁的需求和即將到來的催化劑。博通與谷歌和 Meta 的合同預計將增強 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) --- # 美國半導體行業將迎來人工智能驅動的加速發展，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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