文章核心观点 - 美国政府计划收紧对中国获取先进人工智能芯片的限制,这可能严重影响到半导体公司Marvell Technology的财务表现[1][2][6] - Marvell股价在7月17日下跌10.1%,截至7月底已经下跌15.4%,大幅落后于整个科技行业[2][3] - 尽管Marvell长期前景看好,但短期内受到中国市场受限的影响,投资者需谨慎考虑是否买入[4][18][19] 公司概况 - Marvell是一家专注于人工智能半导体的公司,其产品在数据中心中扮演关键角色[9][10][11][12][13] - 公司正在加大在新兴技术如PCIe Gen 6和下一代数据中心互联产品的投资,以满足人工智能数据流量增长的需求[12] - 分析师对Marvell2026财年的收入和利润增长预期较高,长期增长前景乐观[14][15][17] 行业趋势 - 根据Gartner预测,人工智能半导体收入将在2024年增长33%,2025年再增长29%[9] - 随着数据中心升级使用NVIDIA和AMD的GPU来处理人工智能工作负载,对Marvell的数据处理解决方案需求将增加[10] - 行业整体正在向更高性能和更高数据传输能力的方向发展,这有利于Marvell的产品[11][12]

Marvell Technology (MRVL) closed the latest trading day at $63.99, indicating a -0.56% change from the previous session's end. The stock's performance was behind the S&P 500's daily loss of 0.51%. On the other hand, the Dow registered a gain of 0.2%, and the technology-centric Nasdaq decreased by 0.93%.The chipmaker's stock has dropped by 5.74% in the past month, falling short of the Business Services sector's loss of 1.69% and the S&P 500's loss of 0.26%.Investors will be eagerly watching for the performan ...

Marvell ® Teralynx ® 10 switch now available in Linux Foundation's open-source SONiC, capitalizing on market shift to open network platforms SANTA CLARA, Calif., July 25, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced the immediate availability of the Marvell® Teralynx® 10 51.2 Tbps Ethernet switch device in the Linux Foundation's SONiC (Software for Open Networking in the Cloud) network operating system. With this publi ...

Marvel Announces an Extension to Its Collaboration with The iBraiN Institute to Test MB204 In a Pre-Clinical Model of Rett SyndromeJuly 24, 2024 9:00 AM EDT | Source: Marvel Biosciences Corp.Calgary, Alberta--(Newsfile Corp. - July 24, 2024) - Marvel Biosciences Corp. (TSXV: MRVL) (OTCQB: MBCOF), and its wholly owned subsidiary, Marvel Biotechnology Inc. (collectively the "Company" or "Marvel"), today is pleased to announce the extension of its collaboration with Drs. Julie Le Merrer and Jerom ...

文章核心观点 - 华尔街分析师的推荐常被投资者用于决定买入、卖出或持有股票,但这些推荐的可靠性存在争议 [1] - 马维尔科技(MRVL)目前的平均券商评级(ABR)为1.14,介于强烈买入和买入之间 [3] - 券商推荐存在积极偏差,不能完全反映股票未来价格走势,需要结合其他分析工具进行判断 [5][6][7] 根据相关目录分别进行总结 券商推荐的局限性 - 券商分析师由于自身利益关系,倾向于给予股票积极的评级,这与普通投资者的利益并不完全一致 [6][7] - 券商推荐很难准确预测股票未来价格走势,不应过度依赖 [5][7] 与Zacks评级的对比 - Zacks评级是基于盈利预测修正的量化模型,更能反映股票未来表现 [8][12][13] - Zacks评级与券商ABR不同,前者更新及时,后者可能存在滞后 [14] 马维尔科技的投资评级 - 马维尔目前的Zacks评级为3级(中性),与券商的买入评级存在差异 [15][16][17] - 分析师对公司盈利前景持稳定态度,短期内公司表现可能与大盘持平 [15][16]

Calgary, Alberta--(Newsfile Corp. - July 19, 2024) - Marvel Biosciences Corp. (TSXV: MRVL) and its wholly owned subsidiary, Marvel Biotechnology Inc. (collectively the "Company" or "Marvel"), is pleased to report that, further to its press releases of May 16, 2024 and June 21, 2024, it has closed its non-brokered private placement unit offering (the "Offering"). The offering resulted in the issuance of 5,000,000 units at $0.10 per unit (the "Units") for gross proceeds of $500,000. Each Unit is comprised of ...

文章核心观点 - 公司的数据中心市场收入大幅增长,达到历史新高,这与超大规模数据中心客户减少对昂贵的英伟达芯片的依赖,转而自主设计AI芯片的趋势相吻合 [5][6] - 公司的AI定制芯片市场份额有望从目前的10%提升至20% [9] - 公司已经成功获得第三家超大规模数据中心客户,这是一个重要里程碑 [10] - 公司的估值目前被市场低估,有24-25%的上涨空间 [13] 根据目录分类总结 数据中心市场 - 公司数据中心市场收入大幅增长,达到历史新高 [5] - 这与超大规模数据中心客户减少对昂贵的英伟达芯片的依赖,转而自主设计AI芯片的趋势相吻合 [6] - 公司的AI定制芯片市场份额有望从目前的10%提升至20% [9] - 公司已经成功获得第三家超大规模数据中心客户,这是一个重要里程碑 [10] 财务表现 - 公司预计下半年出货量将大幅增加,带动收入增长13-15% [11] - 未来3年公司营业利润有望保持20%左右的复合年增长率 [12] 估值分析 - 公司当前估值被市场低估,有24-25%的上涨空间 [13]

Marvell has all the pieces in place to rival the best AI chip designers, but it's underperforming nonetheless. After a solid rally in 2023 and a hot start to 2024, shares of chip designer Marvell Technology Group (MRVL 1.57%) have failed to participate in the artificial intelligence (AI) chip stock surge this year. It's a confounding situation, because Marvell has many of the pieces in place to rival one of the top semiconductor stocks right now, Broadcom (AVGO 2.20%). Is there something wrong with Mar ...

Marvell Technology (MRVL) shares have climbed 14% year to date, reflecting investors’ confidence in the company’s strong financials and innovative product line. MRVL is benefiting from robust demand across its electro-optics portfolio, which includes pulse amplitude modulation (“PAM”), digital signal processors (“DSP”), trans-impedance amplifiers and ZR data center interconnect products. Adding to its wide array of electro-optics portfolio, Marvell Technology has launched the Alaska A 1.6T PAM4 DSP for acti ...

New Alaska® A 1.6T PAM4 DSP for copper interconnects is built on Marvell industry-leading 5nm PAM4 technology. Addresses the growing need for 200G/lane I/O to handle AI accelerator and GPU bandwidth demands. Enables 1.6T short-reach copper connectivity within accelerated compute racks. SANTA CLARA, Calif., June 27, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today introduced the Marvell® Alaska® A 1.6T PAM4 DSP for active electrical ...