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Citi Foresees Diverging Prospects for U.S. Chip Stocks: Bullish on Micron, Bearish on Qualcomm
4 hour ago /
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Author：小编
Citi analysts pointed out in a research report that due to the expected rise in DRAM chip prices in the second half of 2026, Micron Technology has been placed on the 'upside catalyst' watchlist; meanwhile, Qualcomm has been added to the 'downside catalyst' watchlist due to weak growth in smartphone sales. The analysts also stated that the demand for artificial intelligence computing exceeds supply, and DRAM shortages represent the biggest constraint on current computing power supply.
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