According to a recent research report published by Morgan Stanley, recent risks may cause the North American semiconductor sector to fluctuate more in the range, but as stock prices approach low in the range, they tend to buy. Morgan Stanley ranked the North American semiconductor industry as “attractive”. It continues to prefer Nvidia. At the same time, it is optimistic about Broadcom, and the risk-return of SanDisk and Micron Technology is also becoming increasingly attractive. Damo said that the sub-sectors ranked according to preferences are GPU/XPU computing, memory, semiconductor production equipment, analog chips, network chips, and CPUs.

According to a recent research report published by Morgan Stanley, recent risks may cause the North American semiconductor sector to fluctuate more in the range, but as stock prices approach low in the range, they tend to buy. Morgan Stanley ranked the North American semiconductor industry as “attractive”. It continues to prefer Nvidia. At the same time, it is optimistic about Broadcom, and the risk-return of SanDisk and Micron Technology is also becoming increasingly attractive. Damo said that the sub-sectors ranked according to preferences are GPU/XPU computing, memory, semiconductor production equipment, analog chips, network chips, and CPUs.