2025-12-24 04:21:56

The technology zone is experiencing continuous fluctuations, and Goldman Sachs' latest research report has identified five key targets to follow, all labeled "buy." Among them, the most eye-catching are the performances of the AI chip duopoly—Broadcom and Nvidia continue to hold their leading positions. In addition, Goldman Sachs is optimistic about the potential of EDA software providers, CDN companies, and equipment manufacturer AMAT. Interestingly, they also pointed out the company Microchip, believing that the analog chip sector is expected to see a wave of recovery.

**Broadcom(AVGO): Target Price $450**

As the king of network chips and customized ASIC chips, Broadcom's advantages are unstoppable. Analysts particularly emphasize that the company's share among hyperscale cloud service providers continues to expand. Recently, Google's actions have further fueled Broadcom, strengthening its leadership position in the market. Coupled with partnerships with giants like Meta, Anthropic, and OpenAI, the growth potential is indeed significant. Google's $10 billion TPU order is a concrete proof of this.

**NVIDIA ( NVDA ): Target Price $250**

As the absolute leader in AI training applications, nobody can shake NVIDIA's position. From chip performance to ecosystem development, this company’s control in the AI field is simply undeniable. The market's expectations for its future performance remain fervent.

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TooScaredToSell

· 12-24 04:48

Broadcom and Nvidia are stable this time, Goldman Sachs is indeed impressive, but I still feel a bit scared...

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TheMemefather

· 12-24 04:35

Broadcom this wave is indeed stable, Google pouring billions is just too tough. --- NVIDIA is still the same NVIDIA, it has the final say on AI chips. --- Goldman's list feels lacking in novelty, just the old routine. --- Simulation chip recovery? Microchip is a bit obscure, we need to see the follow-up performance. --- AVGO 450 target price is a bit ambitious, can it reach this year? --- To be honest, NVDA's ecological moat is indeed terrifying, competitors are quite difficult. --- I haven't really paid attention to EDA and CDN, looks like another pit to dig. --- Google, Meta, and OpenAI are all betting, Broadcom is kind of winning by lying down. --- The chip duopoly will always be the top stream, it's just a matter of who can run further. --- Goldman's buy labels are flying everywhere, why does it feel not that valuable?

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ZeroRushCaptain

· 12-24 04:33

Goldman Sachs is at it again, trying to persuade people to buy, buy, buy. It reminds me of the last time I listened to an analyst... the Wallet went straight into a 50% Slump. As soon as my Reverse Indicator comes into play, these targets are likely to explode on the spot. Let's wait and see.

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OfflineNewbie

· 12-24 04:32

Goldman's report is here to Be Played for Suckers again, haha... Has this dual-chip really never crashed?

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