<p>資產管理公司 ClearBridge Investments 在第二季度披露了幾項投資組合變動，開始新建對美光科技（Micron，MU）的持倉，同時削減了對微軟（Microsoft，MSFT）和亞馬遜（Amazon，AMZN）的持倉。該公司還退出了對財捷（Intuit，INTU）的投資，表示人工智能可能會削弱該公司税務業務的部分領域。</p>
<h3>7 月 4 日促銷 - 70% 折扣</h3>
<p>高信心的亞馬遜空頭現在擁有這個 Tradr ETF</p>
<p>ClearBridge 繼續認為 AI 基礎設施是 2026 年下半年的關鍵增長驅動力。除了美光，該公司還增加了對谷歌（Alphabet，GOOGL）、Arista Networks（ANET）、黑石集團（Blackstone，BX）和特斯拉（Tesla，TSLA）的持倉。</p>
<h2><strong>為什麼 ClearBridge 選擇美光</strong></h2>
<p>ClearBridge 稱美光為一個 &#34;戰略性、差異化&#34; 的 AI 投資。該公司表示，AI 數據中心需要比傳統計算系統更多的內存，這為內存芯片創造了強勁的需求前景。</p>
<p>此舉正值內存股票面臨急劇回調之際。美光的股價在過去五個交易日中下跌超過 17%，因為三星電子（Samsung Electronics，SSNLF）的強勁初步業績未能提振該行業。對 AI 支出的擔憂加上 SK 海力士（SK Hynix，HXSCL）計劃在美國上市也對市場情緒造成了壓力。</p>
<p>儘管近期拋售，華爾街對美光依然樂觀。摩根士丹利（Morgan Stanley）分析師 Shawn Kim 最近稱此次回調為 &#34;必要的重置&#34;，而不是內存週期的結束。此外，美國銀行（Bank of America）分析師 Vivek Arya 重申了其買入評級，表示對內存定價和過剩的擔憂被誇大了。</p>
<h2><strong>華爾街對這些股票的看法是什麼？</strong></h2>
<p>我們使用 TipRanks 股票比較工具對這些股票進行了比較。</p>
<p>分析師對美光、微軟、亞馬遜、谷歌和 Arista Networks 的看法最為樂觀，這五隻股票均獲得強烈買入的共識評級。美光的潛在上漲空間最高，約為 67%，其次是財捷 59%，微軟 45%，亞馬遜 30%，黑石 22%。</p>
<p>與此同時，財捷和黑石的評級為適度買入，而特斯拉的評級為持有。</p>

特斯拉

谷歌-A

黑石集團

<p>ClearBridge Investments 在美光科技（MU）上建立了頭寸，同時減少了對微軟（MSFT）和亞馬遜（AMZN）的投資，並退出了對財捷（INTU）的投資，理由是人工智能對税務軟件的潛在影響。該公司認為人工智能基礎設施是一個關鍵的增長驅動力，強調美光科技在數據中心內存需求方面的戰略價值，儘管近期股價波動較大。ClearBridge 還增加了對谷歌、Arista Networks、黑石集團和特斯拉的持股</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>資產管理公司 ClearBridge Investments 在第二季度披露了幾項投資組合變動，開始新建對美光科技（Micron，MU）的持倉，同時削減了對微軟（Microsoft，MSFT）和亞馬遜（Amazon，AMZN）的持倉。該公司還退出了對財捷（Intuit，INTU）的投資，表示人工智能可能會削弱該公司税務業務的部分領域。</p>
</div><h3>4th of July Sale - 70% Off</h3>
<div class="lb-trans"><h3>7 月 4 日促銷 - 70% 折扣</h3>
</div><p>High conviction AMZN bears now have this Tradr ETF</p>
<div class="lb-trans"><p>高信心的亞馬遜空頭現在擁有這個 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 繼續認為 AI 基礎設施是 2026 年下半年的關鍵增長驅動力。除了美光，該公司還增加了對谷歌（Alphabet，GOOGL）、Arista Networks（ANET）、黑石集團（Blackstone，BX）和特斯拉（Tesla，TSLA）的持倉。</p>
</div><h2><strong>Why ClearBridge Chose Micron</strong></h2>
<div class="lb-trans"><h2><strong>為什麼 ClearBridge 選擇美光</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 稱美光為一個 &#34;戰略性、差異化&#34; 的 AI 投資。該公司表示，AI 數據中心需要比傳統計算系統更多的內存，這為內存芯片創造了強勁的需求前景。</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>此舉正值內存股票面臨急劇回調之際。美光的股價在過去五個交易日中下跌超過 17%，因為三星電子（Samsung Electronics，SSNLF）的強勁初步業績未能提振該行業。對 AI 支出的擔憂加上 SK 海力士（SK Hynix，HXSCL）計劃在美國上市也對市場情緒造成了壓力。</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>儘管近期拋售，華爾街對美光依然樂觀。摩根士丹利（Morgan Stanley）分析師 Shawn Kim 最近稱此次回調為 &#34;必要的重置&#34;，而不是內存週期的結束。此外，美國銀行（Bank of America）分析師 Vivek Arya 重申了其買入評級，表示對內存定價和過剩的擔憂被誇大了。</p>
</div><h2><strong>What Does Wall Street Think of These Stocks?</strong></h2>
<div class="lb-trans"><h2><strong>華爾街對這些股票的看法是什麼？</strong></h2>
</div><p>We used the TipRanks Stock Comparison Tool to compare these stocks.</p>
<div class="lb-trans"><p>我們使用 TipRanks 股票比較工具對這些股票進行了比較。</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>分析師對美光、微軟、亞馬遜、谷歌和 Arista Networks 的看法最為樂觀，這五隻股票均獲得強烈買入的共識評級。美光的潛在上漲空間最高，約為 67%，其次是財捷 59%，微軟 45%，亞馬遜 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>與此同時，財捷和黑石的評級為適度買入，而特斯拉的評級為持有。</p>
</div>

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

- ClearBridge Investments 在第二季度調整投資組合，增持 Micron 並削減微軟和亞馬遜持股。  
- 公司認為 AI 基礎設施是 2026 年下半年的主要增長動力。  
- 儘管面臨拋售，華爾街對 Micron 依然看好，預計其潛力最高可達 67%。

Tip Ranks

美光科技

Arista Networks

谷歌-C

亞馬遜

1.25 倍做多特斯拉 ETF - GraniteShares

微軟

財捷

微軟每日 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

微軟每日 2 倍做多 ETF - Direxion

2 倍做空特斯拉 ETF - GraniteShares

南方兩倍做多特斯拉

Defiance Daily Target 2X Long ANET ETF

Roundhill AMZN WeeklyPay ETF

2 倍做多特斯拉 ETF - Leverage Shares

亞馬遜每日 1 倍做空 ETF - Direxion

亞馬遜每日 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 期權收益策略 ETF - GraniteShares

xETFs TSLA Daily Income ETF

TSLA 期權收益策略 ETF - YieldMax

Kurv Yield Premium Strategy Tesla TSLA ETF

XI二南特斯-U

2 倍做多 MAG7 指數 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

三星電子

摩根士丹利

美國銀行

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

微軟和亞馬遜被排除在外；美光科技加入：ClearBridge 進行了一項重大 AI 投資