美国银行证券（Bank of America Securities）预测，在季节性不利因素缓解和云基础设施支出增加的推动下，包括英伟达（Nvidia）、博通（Broadcom）和克拉·克拉公司（KLA Corp.）在内的半导体股将在第四季度出现反弹。 Bank of America Securities predicts a Q4 rebound for semiconductor stocks, including Nvidia, Broadcom, and KLA Corp., driven by easing seasonal headwinds and increased cloud infrastructure spending.
美国证券银行分析师预测,由于季节性逆风的缓解,半导体股在第四季度可能反弹,而英伟达,博通和KLA公司被确定为表现最好的股票. Bank of America Securities analysts predict a potential rebound for semiconductor stocks in Q4 due to easing seasonal headwinds, with Nvidia, Broadcom, and KLA Corp. identified as top outperforming stocks. SOX指数由于波动和经济关切而面临挑战,自2010年以来的第四季度以来,该指数在历史上平均回报率为7.1至10.5%。 The SOX index, which has faced challenges due to volatility and economic concerns, has historically seen average returns of 7-10.5% in the fourth quarter since 2010. 分析家认为,接触Nvidia和Broadcom等数据中心市场的大型芯片制造者将更有能力获益,因为微软和亚马逊等云计算巨头预计将增加基础设施支出。 Analysts believe larger chipmakers with exposure to the data-center market, such as Nvidia and Broadcom, would be in a stronger position to gain as cloud computing giants like Microsoft and Amazon are expected to increase spending on infrastructure.