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2026-11-10 14:24:51 Morgan Stanley published a research report stating that recent risks may cause the North American semiconductor sector to become more range-bound, but the broker is inclined to buy as share prices approach the lower end of the range. The broker rated the North American semiconductor industry as "Attractive" and continues to favor NVIDIA Corporation (NVDA.US) as its top pick, while also positive on Broadcom Inc. (AVGO.US). The risk-reward profiles of Sandisk Corporation (SNDK.US) and Micron Technology, Inc. (MU.US) are also becoming increasingly attractive. Morgan Stanley said its preferred sub-sectors, in order of preference, are GPU/XPU computing, memory, semiconductor production equipment, analog chips, networking chips and CPUs. (sl/j)~ AASTOCKS Financial News Website: www.aastocks.com This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. | |