高盛：半导体mputex 2024 要点；重申对NVDAAMDA 的买入评级并维持

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Goldman Equity Sachs Research 10 June 2024 / 11:10PM EDT Americas Technology: Semiconductors Key Takeaways from Computex 2024: Reiterate Buy Ratings on NVDA/AMD/ARM and Maintain Sell on INTC 据加V：shuinu987 Qualcomm), group meetings (Nvidia, Arm) and booth tours at Computex 2024 (June 3-7) in Taiwan, and also met with various industry contacts on the side of the conference. We felt first-hand, 1) rising volume expectations across the supply chain ahead of Nvidia's initial shipment ...