-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将MRVL未来12个月的目标股价从120美元上调至150美元，基于2027财年每股收益5.23美元的预期，市盈率为28.7倍，与同行持平，但低于历史水平。我们提高目标股价反映了在NVIDIA投资后，我们对MRVL的信心增强，并认为其未来上涨潜力巨大。此外，我们认为近期达成的交易将加速MRVL扩大其人工智能业务规模，并为其提供更有利的地位。我们尤其看好Celestial AI的光子结构技术与MRVL交换机产品组合的整合，这将打造一个端到端的光学扩展平台。预计到2027年底，Celestial AI的CPO业务收入将达到5亿美元的年度经常性收入（ARR），并在一年后翻一番，超过10亿美元。 NVIDIA 与 MRVL 的合作核心是 NVLink Fusion 平台，MRVL 将提供其定制的 XPU、兼容 NVLink Fusion 的扩展网络以及硅光子技术。MRVL 的定制芯片业务也在不断发展，从单一项目（亚马逊）转向多元化的产品组合，包括在 2028 财年推出的全新一级 XPU（微软），预计到 2029 财年营收将超过 20 亿美元。
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Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
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