[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio8bab1b23":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"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,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio8bab1b23","瑞银看好数据中心高速互连技术市场前景-上调迈威尔(MRVL)、Astera-Labs(ALAB)目标价","\u002Fdoc\u002Fdcio8bab1b23","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，随着数据中心高速互连技术(CXL)市场快速发展，瑞银进一步看好迈威尔科技(MRVL)未来增长前景，并大幅上调公司目标价。该行预计，受益于AI数据中心建设和CXL技术加速普及，迈威尔有望在未来几年持续扩大市场份额。瑞银将迈威尔目标价由230美元大幅上调至340美元，并维持“买入”评级。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">瑞银预计，到2027年，全球CXL市场总潜在规模将达到约45亿美元，并有望在2030年进一步扩大至70亿至100亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师Timothy Arcuri团队表示，随着超大规模云服务商不断加大AI基础设施投资，CXL正成为数据中心的重要互连技术，而迈威尔将在这一趋势中占据有利位置。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">瑞银预计，迈威尔2027年来自CXL相关业务的收入将达到约10亿美元，主要增长动力来自XPU-attach解决方案，AI智能体的发展也将进一步带动CPU相关需求增长。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">该行同时将迈威尔2028年CXL相关收入预测由此前预期进一步上调至约20亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">据了解，CXL是一种面向高性能计算和AI数据中心的新一代高速互连标准，可实现CPU、GPU、AI加速器以及内存之间更高效的数据共享和资源调度，被视为未来AI服务器架构的重要基础技术之一。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">瑞银表示，目前迈威尔的CXL业务主要涵盖三大领域，包括传统互连、XPU-attach以及CXL交换芯片。其中，XPU-attach将成为未来最主要的收入来源。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师指出，迈威尔目前已获得两家美国大型超大规模云服务商的五个XPU-attach项目，其中包括谷歌(GOOGL,GOOG)TPU相关项目。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">瑞银认为，公司此前提出的约10亿美元CXL收入目标，大部分将来自XPU-attach，而非传统CPU互连业务；未来随着AI智能体推动CPU需求进一步增长，也将为现有业务带来额外增量。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">受此推动，瑞银还上调了迈威尔整体营收预测。其中，2027年营收预测由165亿美元上调至168亿美元，2028年则由219亿美元大幅提高至239亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">除了迈威尔外，瑞银认为Astera Labs(ALAB)和博通(AVGO)也将受益于CXL市场扩张。其中，Astera Labs的Leo CXL扩展器(CXL Extender)产品此前已获得微软(MSFT)采用，不过目前年出货规模约为2500万美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">瑞银预计，随着微软相关项目在2026年下半年进入放量阶段，以及Astera Labs获得另一家美国大型云服务商设计订单，公司2027年相关业务收入有望明显增长。基于上述预期，瑞银维持Astera Labs“中性”评级，同时将其目标价由205美元上调至400美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">随着AI服务器规模持续扩大，CPU、GPU以及AI加速器之间对于高速互连和内存共享的需求不断提升，CXL有望成为未来AI基础设施的重要技术方向，也将为迈威尔、博通、Astera Labs等产业链企业带来新的成长机遇。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，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模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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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":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"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},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\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 StockWe.com 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，每天处理千万级股票数据：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，精准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":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"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","编辑","编辑视频","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"]