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奥本海默称，随着人工智能发展加速，Marvell被视为“互联领域的瑞士”。

-- 奥本海默周二发布的一份报告指出，在与投资者和管理层会面后，Marvell Technology (MRVL) 被誉为“互连领域的瑞士”，并日益被视为人工智能基础设施领域的关键中立推动者。 该券商表示，管理层明确表达了乐观态度，将今年的营收预期从六个月前的约90亿美元上调至超过110亿美元，并预计到2027年营收将超过150亿美元，这主要得益于数据中心对网络和定制人工智能ASIC芯片的强劲需求。 奥本海默表示，Marvell的人工智能业务正在快速增长，预计明年定制人工智能ASIC芯片的营收至少翻一番，达到约40亿美元，并在2028年超过100亿美元。 报告还补充道，数据中心业务约占总销售额的75%，短期内网络和ASIC芯片的销售额大致按70/30的比例分配。 报告还指出，Marvell在铜互连和光互连技术领域拥有广泛的业务，其产品组合涵盖横向扩展和纵向扩展架构。 奥本海默维持对该股的“跑赢大盘”评级，并将目标价从150美元上调至170美元。 Marvell Technology的股价在周三的交易中上涨了2%。

Price: $136.58, Change: $+2.78, Percent Change: +2.08%

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