美国半导体 - 2025 年第四季度财报前瞻：AVGO、NVDA、ADI、NXPI 为首选标的-US Semiconductors 4Q25 Earnings Preview AVGO NVDA ADI NXPI Top Picks

Vi e w p o i n t | 20 Jan 2026 05:00:00 ET │ 26 pages US Semiconductors 4Q25 Earnings Preview – AVGO, NVDA, ADI, & NXPI Top Picks CITI'S TAKE We expect a good semis earnings season and expect Street estimates to go up across most of the coverage universe. We like data center semis the most on AI and general-purpose server demand, followed by analog semis given low inventory and depressed margins. We are cautious on PC/smartphone exposed semis on higher BOM costs impacting unit growth negatively. Our top buy ...