Goldman Sachs's latest research report indicates that the current round of decline in the semiconductor sector has been excessive, and Nvidia, Broadcom, and AMD have become the most valuable configuration targets at present. Goldman Sachs analyst James Schneider said in the report that currently US chip stocks have clearly entered the oversold range. He added that even with pessimistic demand assumptions, the valuations of the two major chip leaders, Nvidia and Broadcom, are still attractive. Under the bank's pessimistic scenario of zero growth in 2028, the price-earnings ratio of Nvidia and Broadcom's corresponding benchmarks is about 12 times or 13 times, and the valuation is quite attractive.

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