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FINWIRES

加拿大皇家銀行表示，Marvell Technology和Astera Labs將受益於亞馬遜收購Anthropico交易帶來的長期需求成長。

-- RBC Capital Markets週二在一份報告中指出，Marvell Technology (MRVL) 和 Astera Labs (ALAB) 預計將受益於亞馬遜 (AMZN) 與 Anthropic 擴大合作帶來的長期強勁需求，但短期漲幅可能因3奈米晶圓供應緊張而受到限制。 該投資公司表示，Marvell 仍處於有利地位，因為它為亞馬遜網路服務 (AWS) 提供 Trainium 晶片、乙太網路交換器、資料處理單元和光數位訊號處理器，預計光連接和 Trainium 專案的需求將支撐其在2028財年及以後的強勁成長。 RBC表示，由於供應限制可能抑制短期上漲空間，因此目前維持對 Marvell 的預期不變，但該公司認為未來 Trainium4 的需求以及 Marvell 不斷擴展的人工智慧網路產品將帶來額外的成長潛力。 RBC表示，Astera Labs的Scorpio X交換機預計將在第三季開始為Trainium3架提供大量供應，這將有助於提升其下半年及以後的營收。 RBC也補充道，Astera透過其UALink和NVLink Fusion相關產品在AWS方面也擁有長期成長空間，同時，與其他大型雲端客戶的合作也為其前景提供了支撐。 RBC表示，此交易增強了對兩家公司2027年業績預測和長期成長前景的信心，並維持了對Marvell的「跑贏大盤」評級，同時將Marvell的目標股價從115美元上調至170美元，將Astera Labs的目標股價從225美元上調至2,50美元。

Price: $151.74, Change: $+3.90, Percent Change: +2.64%

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