[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe5a030f9":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,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioe5a030f9","AI-ASIC与光互连双引擎轰鸣！财报前夜，华尔街集体上调迈威尔科技(MRVL)目标价","\u002Fdoc\u002Fdcioe5a030f9","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，在迈威尔科技(MRVL)即将于美东时间5月27日美股盘后公布2027财年第一季度财报之前，华尔街多家投行密集上调其目标价，并一致维持看涨评级。分析师普遍认为，AI定制芯片(ASIC)需求爆发、数据中心互联业务加速，以及超大规模云客户资本开支持续扩张将持续支撑迈威尔科技的看涨逻辑。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">ASIC与AI定制芯片成为核心驱动力\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">花旗在5月21日的报告中，将迈威尔科技目标价由此前的118美元大幅上调至215美元，并重申“买入”评级。该行明确指出，Trainium 2 ASIC的需求依然强劲，促使分析师上调了盈利预测，对即将到来的财报表达出稳健预期。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Stifel紧随其后，于5月22日将目标价从140美元上调至210美元，同样维持“买入”评级。该行分析师强调，迈威尔与英伟达(NVDA)的合作关系，加之超大规模云计算商资本支出上调，进一步巩固了数据中心业务的增长轨迹，并预计公司将交出一份超预期的季度成绩单。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此前，富国银行已将该股目标价从135美元上调至195美元，给予“增持”评级。该行坦言，以2027年盈利预期计算超过30倍的市盈率，确实令2027财年第一季度的业绩发布背景更为严苛;但AWS Trainium的部署落地、XPU相关产品的放量增长，以及互联产品的强劲势头，有望带来充足的上行空间，足以支撑看涨评级。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AI推理时代催生更广泛需求\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Evercore ISI于5月19日将目标价从133美元上调至155美元，维持“跑赢大盘”评级。该机构通过一季度AI渠道调研发现，AI工作负载正从以训练为主的市场，加速向推理为主的格局切换，这一趋势预计在2026年底前成型。由此带来的成本效益考量，使得超大规模客户对自研ASIC和其他替代加速器的兴趣显著升温，而这正是迈威尔科技深度卡位的领域。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在同一天，Melius Research将迈威尔科技目标价从140美元一举上调至220美元，评级为“买入”。该机构分析师本·雷茨指出，尽管宏观事件未带来额外利好，但AI和存储半导体公司的基本面正变得“递进式向好”。Melius大幅上调了多家芯片股的长期预测和目标价，并明确表示，长期来看，半导体公司将比传统软件公司及“七巨头”中的非半导体成员攫取更多市值增长空间。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">夯实数据中心互联版图\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">除AI芯片外，市场对迈威尔科技在数据中心高速互联领域的领先地位也给予了充分定价。奥本海默于5月20日将目标价从170美元升至200美元，维持“跑赢大盘”评级，着重强调了公司在有线网络市场拥有的可观份额及其增长潜力。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此外，公司在4月宣布收购Polariton Technologies，将等离激元硅光子技术纳入麾下，意在为下一代光互连提供更高带宽与更高能效，支持向单通道3.2T乃至更高速率演进。数据中心集团总裁桑迪普·巴拉蒂对此表示，该收购“拓展了我们的光学路线图”，进一步巩固了其在云与AI基础设施高速连接领域的地位。\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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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\" target=\"_blank\" 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,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"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"]