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FINWIRES

加拿大皇家银行表示，Marvell Technology和Astera Labs将受益于亚马逊收购Anthropico交易带来的长期需求增长。

-- RBC Capital Markets周二在一份报告中指出，Marvell Technology (MRVL) 和 Astera Labs (ALAB) 有望受益于亚马逊 (AMZN) 与 Anthropic 扩大合作带来的长期强劲需求，但短期涨幅可能因3纳米晶圆供应紧张而受到限制。 该投资公司表示，Marvell 仍处于有利地位，因为它为亚马逊网络服务 (AWS) 提供 Trainium 芯片、以太网交换机、数据处理单元和光数字信号处理器，预计光连接和 Trainium 项目的需求将支撑其在2028财年及以后的强劲增长。 RBC表示，由于供应限制可能抑制短期上涨空间，因此目前维持对 Marvell 的预期不变，但该公司认为未来 Trainium4 的需求以及 Marvell 不断扩展的人工智能网络产品将带来额外的增长潜力。 RBC表示，Astera Labs的Scorpio X交换机预计将在第三季度开始为Trainium3机架提供批量供应，这将有助于提升其下半年及以后的营收。RBC还补充道，Astera通过其UALink和NVLink Fusion相关产品在AWS方面也拥有长期增长空间，同时，与其他大型云客户的合作也为其前景提供了支撑。 RBC表示，此次交易增强了其对两家公司2027年业绩预测和长期增长前景的信心，并维持了对Marvell的“跑赢大盘”评级，同时将Marvell的目标股价从115美元上调至170美元，将Astera Labs的目标股价从225美元上调至250美元。

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