野村证券团队：断言芯片股见顶还为时过早

Odaily Odaily Odaily Odaily Odaily Odaily Odaily Odaily Odaily Odaily Odaily Odaily Odaily Odaily The Nomura Securities team stated that it is still too early to declare that chip stocks have peaked. They believe the upward momentum for chip stocks will continue for two reasons: first, hyperscale data center operators, who are taking an all-or-nothing approach, will still be unable to stop spending by 2027, partly due to rising memory chip costs; second, data center construction plans are accelerating.

The team described the recent pullback in chip prices as "healthy," but simultaneously warned that the market has yet to price in certain risks and potential shortages that may emerge in the future. (Jin Shi)