花旗：美国半导体行业情绪调查 - 博通（AVGO）遥遥领先成为最受欢迎的单一持仓股，德州仪器（TXN）是头号做空对象，上调高通（QCOM）预期，行业周度动态积极

A c t i o n | 17 Apr 2025 03:00:00 ET │ 13 pages US Semiconductors Sentiment Check – AVGO Most Popular (Only?) Holding by a Mile. TXN Top Short. Raising Estimates on QCOM with Positive CW CITI'S TAKE We spent the last few days meeting clients and wanted to relay sentiment. AVGO in our opinion is clearly the most popular long, and in many cases seemed to be the only long. We would put NVDA in second place and then a large drop off with ADI and KLAC as top defensive holdings, although both were far less popul ...