智通财经网·2025-12-22 02:54Group 1 - The core viewpoint is that despite recent volatility in AI stocks, major Wall Street analysts remain optimistic about chip stocks as a key investment opportunity through 2026, driven by ongoing demand in the AI sector [1][2] - Bank of America analysts predict that AI will continue to be a hot area, with chip stocks being the best way to capitalize on the AI trend, as cloud computing giants continue to invest in hardware for data centers [1][2] - Nvidia, despite a 12% decline from its peak last October, has seen over a 30% increase year-to-date, indicating strong market demand for its advanced chips [2] Group 2 - Jefferies analysts recommend Nvidia, Broadcom, Lam Research, KLA, Analog Devices, and Cadence Design Systems as top picks for 2026, highlighting Nvidia's expected strong growth and new product launches [2][3] - Broadcom is noted as a preferred choice in the AI sector due to its custom chip business growth potential, especially with recent developments involving Google and third-party sales [3] - Morgan Stanley also supports the long-term bullish outlook for chip stocks, suggesting they could be among the best-performing sectors in the U.S. market next year, with a focus on Nvidia, Broadcom, and Astera Labs [3]