Morgan Stanley Rates North American Semiconductor Industry “Attractive”, Maintains NVIDIA as Top Pick While Remaining Bullish on Broadcom

On November 10 that Morgan Stanley's latest research report indicates that recent risks may cause the North American semiconductor sector to exhibit more range-bound volatility, with a tendency to buy as stock prices approach the lower end of the range. Morgan Stanley has rated the North American semiconductor industry "Attractive," continues to list NVIDIA as its top pick, maintains a favorable outlook on Broadcom, and notes that the risk-reward profile of SanDisk and Micron Technology is also becoming increasingly attractive. Morgan Stanley stated that its subsector preference ranking is as follows: GPU/XPU computing, memory, semiconductor equipment, analog chips, network chips, and CPU.