智通财经网·2025-04-16 02:10Group 1 - Oppenheimer has reaffirmed its top semiconductor picks, including Nvidia (NVDA.US), Broadcom (AVGO.US), Marvell Technology (MRVL.US), and Monolithic Power Systems (MPWR.US) ahead of the earnings season [1] - Analyst Rick Schafer stated that artificial intelligence is viewed as the safest growth direction amid a chaotic macro environment and tariff backdrop, with many companies potentially achieving better-than-expected performance due to preemptive purchasing caused by tariffs [1] - Despite a slow start to the quarter, Nvidia is expected to sell approximately 40,000 equivalent NVL72 systems, while cloud service providers' capital expenditures are projected to grow by 40% in 2025 [1] Group 2 - Schafer has lowered the target prices for Analog Devices (ADI.US), Marvell Technology, Monolithic Power, NXP Semiconductors (NXPI.US), and Veeco Instruments (VECO.US) to reflect the compression of valuation multiples [2]