美银：预测明年全球半导体销售额首度突破1万亿美元，看好英伟达、博通等

Group 1 - The core viewpoint is that the AI development is in the middle of a decade-long structural transformation, with overall industry trends remaining upward, led by companies with clear competitive advantages [1] - Global semiconductor sales are expected to grow by 30% by 2026, surpassing the significant milestone of $1 trillion in annual sales for the first time [1] - Companies with high gross margins and solid market positions will continue to be the focus of capital allocation [1] Group 2 - Six semiconductor and AI-related companies are identified as the most confident investment targets for 2026: Nvidia, Broadcom, Lam Research, KLA, Analog Devices, and Cadence Design Systems [1]