迈威尔科技(MRVL)今日盘中股价大涨5.07%,引发市场广泛关注。公司在人工智能(AI)芯片领域的出色表现成为推动股价上涨的主要原因。
知名投行花旗最新发布研报称,预计迈威尔科技在2024年下半年的AI芯片销售会有较大增长,带动公司整体营收实现更好表现。分析师认为,公司的定制ASIC芯片和800G光模块需求保持强劲,尤其在与亚马逊、谷歌、微软等科技巨头的AI定制芯片项目上备受看好。
除了AI芯片业务表现出色外,半导体行业景气度的回升也有助于提振公司股价走高。不过市场分析人士认为,缺乏公司内部发布的重大利好消息,导致此次股价大涨的确切原因仍需进一步观察和分析。
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