[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio3682c809":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio3682c809","实时AI转译$MRVL 财报电话会议","\u002Fdoc\u002Fdcio3682c809","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>Marvell Q2\u003Cspan>营收同比增长\u003C\u002Fspan>37%\u003Cspan>超预期，\u003C\u002Fspan>Q3\u003Cspan>指引\u003C\u002Fspan>31.5\u003Cspan>亿美元远超预期，由于市场预期已被大幅推高，公司小幅超出预期的表现未能令投资者满意，股票在盘后交易中出现下跌。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Marvell\u003Cspan>科技公布第二财季业绩，营收同比增长\u003C\u002Fspan>37%\u003Cspan>至\u003C\u002Fspan>27.4\u003Cspan>亿美元，调整后每股收益\u003C\u002Fspan>0.94\u003Cspan>美元，均略超预期。数据中心业务营收增长\u003C\u002Fspan>46%\u003Cspan>至\u003C\u002Fspan>22\u003Cspan>亿美元，为主要增长引擎。第三财季营收指引\u003C\u002Fspan>31.5\u003Cspan>亿美元，远超市场预期。尽管业绩亮眼，因年内股价已累涨\u003C\u002Fspan>184%\u003Cspan>、市场预期过高，盘后股价一度下跌约\u003C\u002Fspan>1.7%\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>8\u003Cspan>月\u003C\u002Fspan>27\u003Cspan>日美股盘后，\u003C\u002Fspan>Marvell\u003Cspan>科技公布第二财季业绩报告，营收同比增长\u003C\u002Fspan>37%\u003Cspan>至\u003C\u002Fspan>27.4\u003Cspan>亿美元，调整后每股收益为\u003C\u002Fspan>0.94\u003Cspan>美元，均略超分析师预期。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>第三财季业绩指引为\u003C\u002Fspan>31.5\u003Cspan>亿美元，远高于分析师此前预测的\u003C\u002Fspan>30.3\u003Cspan>至\u003C\u002Fspan>30.4\u003Cspan>亿美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>尽管如此，公司盘后股价一度承压下跌约\u003C\u002Fspan>1.7%\u003Cspan>，随后小幅转涨。值得注意的是，在发布财报前，\u003C\u002Fspan>Marvell\u003Cspan>科技股价今年以来已累计上涨\u003C\u002Fspan>184%\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Marvell\u003Cspan>科技是本轮人工智能交易浪潮中的核心受益标的之一，既从事定制芯片设计，也向\u003C\u002Fspan>AI\u003Cspan>服务器集群提供光学网络互联技术。然而随着近几周\u003C\u002Fspan>AI\u003Cspan>相关交易出现回调，投资者显然对业绩抱有更高期待，略超预期的数据难以提振信心。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>数据中心业务强劲，营收增长提速\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Marvell\u003Cspan>科技第二财季数据中心业务营收同比增长\u003C\u002Fspan>46%\u003Cspan>至\u003C\u002Fspan>22\u003Cspan>亿美元，成为整体业绩的主要驱动力。通信及其他业务板块营收为\u003C\u002Fspan>5.678\u003Cspan>亿美元，同比增长\u003C\u002Fspan>10%\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>利润方面，净利润达\u003C\u002Fspan>8.659\u003Cspan>亿美元，高于分析师预期的\u003C\u002Fspan>8.52\u003Cspan>亿美元；调整后每股收益\u003C\u002Fspan>0.94\u003Cspan>美元，较上年同期的\u003C\u002Fspan>0.67\u003Cspan>美元增长约\u003C\u002Fspan>40%\u003Cspan>，略超市场共识预期的\u003C\u002Fspan>0.92\u003Cspan>至\u003C\u002Fspan>0.93\u003Cspan>美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>毛利率方面，非\u003C\u002Fspan>GAAP\u003Cspan>毛利率为\u003C\u002Fspan>58.9%\u003Cspan>，较上年同期下降\u003C\u002Fspan>50\u003Cspan>个基点；\u003C\u002Fspan>GAAP\u003Cspan>毛利率则上升\u003C\u002Fspan>270\u003Cspan>个基点至\u003C\u002Fspan>53.1%\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>第三财季指引超预期，定制业务加速提速\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Marvell\u003Cspan>科技预计第三财季营收约为\u003C\u002Fspan>31.5\u003Cspan>亿美元（上下浮动\u003C\u002Fspan>5%\u003Cspan>），远高于分析师此前预测的\u003C\u002Fspan>30.3\u003Cspan>至\u003C\u002Fspan>30.4\u003Cspan>亿美元。调整后每股收益指引为\u003C\u002Fspan>1.10\u003Cspan>美元（上下浮动\u003C\u002Fspan>0.05\u003Cspan>美元），亦高于市场预期的\u003C\u002Fspan>1.07\u003Cspan>至\u003C\u002Fspan>1.08\u003Cspan>美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>公司还预计第三财季\u003C\u002Fspan>GAAP\u003Cspan>毛利率区间为\u003C\u002Fspan>52.9%\u003Cspan>至\u003C\u002Fspan>53.9%\u003Cspan>，非\u003C\u002Fspan>GAAP\u003Cspan>毛利率为\u003C\u002Fspan>57.5%\u003Cspan>至\u003C\u002Fspan>58.5%\u003Cspan>；\u003C\u002Fspan>GAAP\u003Cspan>运营支出约为\u003C\u002Fspan>10.2\u003Cspan>亿美元，非\u003C\u002Fspan>GAAP\u003Cspan>运营支出约为\u003C\u002Fspan>6.55\u003Cspan>亿美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Marvell\u003Cspan>科技首席执行官\u003C\u002Fspan>Matt Murphy\u003Cspan>在财报声明中表示：\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>我们看到数据中心业务组合呈现全面增长态势，包括互联业务的强劲需求，以及定制业务从\u003C\u002Fspan>2027\u003Cspan>财年下半年开始的显著提速。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>上周，谷歌获得认购\u003C\u002Fspan>Marvell\u003Cspan>科技价值\u003C\u002Fspan>122\u003Cspan>亿美元股份的认股权证，推动公司股价上涨。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>双方在谷歌\u003C\u002Fspan>AI\u003Cspan>张量处理单元（\u003C\u002Fspan>TPU\u003Cspan>）的相关业务上保持紧密合作，这一合作关系进一步巩固了\u003C\u002Fspan>Marvell\u003Cspan>科技的定制芯片设计业务。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>#\u003Cspan>财报\u003C\u002Fspan> $AVGO\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FM\u002FMRVL\u002FMRVL.jpg","2026-08-27T21:08:55","2026.08.27","2026\u002F08\u002F27",39139,[22],"MRVL","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]