智通财经网·2025-12-17 02:26Group 1 - The core belief of Bank of America is that the AI spending boom has a long development period ahead, with Nvidia (NVDA.US), Broadcom (AVGO.US), and Lam Research (LRCX.US) being top semiconductor stocks to hold through 2026 [1] - The company predicts semiconductor sales will approach $1 trillion by 2026, achieving approximately 30% growth, while wafer fabrication equipment sales are expected to see nearly double-digit year-over-year growth [1] - In addition to the aforementioned companies, Bank of America favors large-cap stocks like KLA (KLAC.US), Analog Devices (ADI.US), and Cadence Design Systems (CDNS.US), as well as small-cap stocks such as Credo Technology (CRDO.US), MKS (MKSI.US), Macom Technology Solutions (MTSI.US), Teradyne (TER.US), and Advanced Energy Industries (AEIS.US) [1] Group 2 - Bank of America states that the AI race is still in the "early to mid-stage," and despite recent stock volatility for companies like Nvidia and Broadcom, investors should focus on industry leaders [2] - The firm forecasts another 50% or higher year-over-year growth for AI semiconductors driven by strong data center utilization, supply constraints, enterprise adoption, and competition among LLM developers, hyperscale cloud providers, and sovereign customers [2] - In the analog chip sector, the analysts advise investors to be selective due to skepticism about industry improvement, citing a lackluster macro environment, declining automotive production, increased competition from China, and weak consumer demand [2] Group 3 - Emerging themes for 2026 include co-packaged optics, robotics, and quantum computing, with Lumentum (LITE.US) and Coherent (COHR.US) identified as leaders in the co-packaged optics space [3] - The focus of the White House on robotics technology in 2026 is expected to benefit Teradyne [3] - Quantum computing is still viewed as an "emerging opportunity," despite its long-term implications [3]