MRVL

432 atoms · 跨 64 天 · 首见 2026-04-14 · 最近 2026-07-09

三色: 🟦 fact 256 · 🟥 take 176 · stance ▲221/▼21/◆53

叙事状态: ⚔️ contested (分歧) · 📉 放缓 · 策展近14d 8 atom · 🐦 X 近14d 17

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: 群 6 · X 374 · 卖 28

时态: fresh:380 · stale:26 · aging:25 · expired:1

标签: 好数字:252 · 好观点:131 · 好信源:66 · 好思考:29

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 36 位作者 (KOL34 · TMTB1 · 卖方1) vs ▼ 10 位作者 (KOL10) + 群 1 条

⚖️ 多头 34/36 来自KOL

📄 广泛报道的事实 · 11 个

💢 核心分歧 (5 轴)

1. Google TPU/XPU 赢单真伪之争

*topic: 订单需求/合作客户 · 24 bull vs 4 bear*

🟢 bullish 侧:

• <a id="atom-e5f95c88767e05a0"></a>2026-04-19 X·@aleabitoreddit [老旧] · 看好并持有多头仓位，因为MSFT Maia和GOOGL客户潜力 · 仓位情绪/合作客户 +同日1条
  I liked $MRVL back at $80 and even here, mainly because of $MSFT Maia. But having $GOOGL as a likely customer for revenue visibility past 2028 helps a lot too.
  tags: 好观点 · → daily
  value: date=past 2028
• <a id="atom-22f3884a4244f8ee"></a>2026-04-27 X·@aleabitoreddit [老化中] · 主要受益者 · 订单需求
  $MRVL cited as main beneficiaries
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-5940c320ce6d36aa"></a>2026-05-14 X·@AIStockSavvy · 光学业务表现 · 订单需求
  Optical strength to drive another good quarter
  tags: 好观点 · → daily
  value: direction=strength
  [图: RBC Capital对Marvell (MRVL) 的分析师评级、目标价及研究要点摘要表 — 新目标价: $200.00; 旧目标价: $170.00; 目标价上调幅度: +17.6%; 当前股价: $177.95; 预期上涨空间: +12.4%]
  📷 原图
• <a id="atom-09fb70751823893c"></a>2026-05-19 X·@sean________ · AWS订单需求 · 订单需求_ +同日1条
  $MRVL: AWS demand for 10 million 6.4T NPO chiplets in 2028
  tags: 好数字·好观点 · → daily
  value: qty=10 million 6.4T NPO chiplets · date=2028
  📷 原图
• <a id="atom-a6a84c6af2e4f8fe"></a>2026-05-20 X·@AIStockSavvy · AWS Trainium 扩展 · 合作关系/订单需求 +同日1条
  AWS Trainium expansion driving major upside to Marvell’s custom XPU revenue outlook
  tags: 好观点·好思考 · → daily
  value: direction=推动
  📷 原图

🔴 bearish 侧:

• <a id="atom-657232a55338bb36"></a>2026-04-20 X·@wallstengine [老化中] · 赢得Google TPU业务的报道被否 · 订单需求/竞争格局
  JPM says reports that $MRVL won Google TPU business are false, arguing Google is talking to multiple parties while $AVGO remains the clear incumbent.
  tags: 好信源 · → daily
• <a id="atom-d36f0ced72bdc2b1"></a>2026-04-27 X·@RYANHINGSHING [老化中] · order cancellation reason · 订单需求
  If $POET was a strong company with strong execution ability, $MRVL wouldn’t find an excuse to cancel its order😁
  tags: 好思考 · → daily
• <a id="atom-7d5baf5b259767fa"></a>2026-04-27 X·@aleabitoreddit · canceled purchase orders · 供应链/订单需求
  $MRVL cancelled $POET purchase orders after the CFO went out and violated NDA when getting angry.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-542ac087bbcac6ba"></a>2026-04-27 X·@HyperTechInvest [老化中] · 取消与POET的合同/关系 · 合作客户/竞争格局
  Canceling everything suggests either Marvell had alternatives or $POET was not as critical as bulls believe
  tags: 好思考 · → daily
  value: direction=cancelling
  📷 原图

2. $15+ EPS 目标激进 vs 现实

*topic: 营收预测/盈利能力 · 20 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-092674ef90c91fc0"></a>2026-05-31 卖·BofA Brian Fenske · EPS预测 · 营收预测
  Vivek sees $15/EPS power, or EPS growing by a factor of 2.5x by CY28 and 4x by CY30
  tags: 好数字 · → daily
  value: qty=$15
• <a id="atom-35e1d2a24ef2555c"></a>2026-07-09 卖·BofA Brian Fenske · Q3营收预测 · 营收预测/管理层表态
  On Q3, Wamsi modeling Q3 rev of $8.7bn and EPS of $1.32, though management historically guides conservatively, likely to $8.5-8.6bn in revs
  tags: 好数字·好观点 · → daily
  value: qty=$8.7bn (modeled), $8.5-8.6bn (guided conservatively)
• <a id="atom-d81e48b777c5a7b6"></a>2026-05-13 X·@wallstengine · DSP增量机会 · 营收预测 +同日1条
  potentially resulting in ~$1.2bn+ of additional opportunities for MRVL DSPs
  tags: 好数字 · → daily
  value: qty=$1.2bn+ · date=CY28
• <a id="atom-31139f5fe7f5b493"></a>2026-05-16 X·@TheRayMyers · 2028 EPS CAGR · 盈利能力
  2028 EPS CAGR: 34%
  tags: 好数字·好观点 · → daily
  value: qty=34% · date=2028
  📷 原图
• <a id="atom-d15bb2313caf54f9"></a>2026-05-27 X·@wallstengine · Q1 2027调整后每股收益 · 盈利能力
  🔹 Adj. EPS: $0.80 (Est. $0.79) 🟢
  tags: 好数字 · → daily
  value: qty=$0.80 · date=Q1 2027
  📷 原图

🔴 bearish 侧:

• <a id="atom-088896fa7ac4c856"></a>2026-05-28 X·@wallstengine · 毛利率压力 · 毛利率/盈利能力
  150-200 bps gross margin headwind in CY27 from the Custom AI ASIC ramp
  tags: 好观点 · → daily
  value: qty=150-200 bps · date=CY27

3. Celestial CPO 路线图进度

*topic: 竞争格局/技术路线/产品发布 · 17 bull vs 4 bear*

🟢 bullish 侧:

• <a id="atom-12223b79a8fc71d4"></a>2026-04-15 X·@cnfinancewatch [老化中] · 与AVGO形成DSP双头垄断；TERA平台是1.6T时代必不可少的“大脑” · 技术路线/竞争格局
  Marvell $MRVL与Broadcom $AVGO：DSP（数字信号处理器）的双头垄断。每款激光模块都需要它们的硅片来与GPU“对话”。Marvell的TERA平台是1.6T时代必不可少的“大脑”。
  tags: 好观点 · → daily
• <a id="atom-9eb212c456c5f44b"></a>2026-04-21 X·@aleabitoreddit [老化中] · CPO ramp · 产品发布/技术路线
  or $MRVL CPO ramp
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-d99b2715eae940bd"></a>2026-04-30 X·@aleabitoreddit · 采购来源变更 · 供应链/技术路线
  $MRVL is likely buying lasers direct from $SIVE now instead of through Poet
  tags: 好思考 · → daily
  value: direction=现在直接从SIVE采购激光器而非通过Poet
  [图: Sivers Semiconductors AB (STO: SIVE) 股价走势图 — 当前股价: 41.00 SEK; 今日涨幅: +2.81%; 前一日收盘价: 39.88; 今日开盘价: 39.30; 市值: 12.16B]
  📷 原图
• <a id="atom-c61906e186a57afd"></a>2026-05-16 X·@cnfinancewatch · DSP 市场地位 · 竞争格局 +同日1条
  在DSP接近垄断
  tags: 好观点 · → daily
• <a id="atom-4c483ed7e43123ad"></a>2026-05-27 X·@aleabitoreddit · CPO 业务主题属看涨指标 · 技术路线/订单需求
  $MRVL earnings were a bullish indicator on the broader CPO theme
  tags: 好观点 · → daily
  [图: 美股Marvell (MRVL) 财报电话会议文本截图，提及CPO/NPO业务营收展望将比此前1.5亿美元的预期翻倍 — prior outlook: $150 million; revenue forecast: more than double]
  📷 原图

🔴 bearish 侧:

• <a id="atom-ef23eb361d33ff0e"></a>2026-04-28 X·@aleabitoreddit · 垂直整合Poet的封装层 · 技术路线
  If $MRVL dropped Poet, it means Marvell felt they could vertically integrate that layer into Celestial and just buy lasers directly themselves (not just the nda dispute).
  tags: 好思考 · → daily
• <a id="atom-ce5b375b78570703"></a>2026-05-13 X·@damnang2 · 光互联 · 技术路线/竞争格局
  I don't think so
  tags: 好观点 · → daily
  value: direction=down
• <a id="atom-f361aca12ce34f9a"></a>2026-05-19 X·@labubu_trader [老旧] · worse than MXL for DSP business · 竞争格局
  $MRVL is still…way worse than $MXL if you are bullish on DSP business.
  tags: 好观点 · → daily
• <a id="atom-4cafd94e60ee7dff"></a>2026-04-27 X·@aleabitoreddit [老化中] · Celestial路线图延迟 · 路线图/产品发布
  It just causes delays to Marvell Celestial roadmap.
  tags: 好观点 · → daily

4. Jensen $1T 市值号召力 vs 泡沫

*topic: 仓位情绪/估值 · 20 bull vs 4 bear*

🟢 bullish 侧:

• <a id="atom-f2291a7fb46d5769"></a>2026-07-09 卖·BofA Brian Fenske · Q2营收预测 · 营收预测/估值 +同日3条
  Wamsi Mohan expects C2Q rev of $8.25bn (vs Street at $8.23bn), with upside to $8.4-8.5bn driven by strength in IT Datacom and Military
  tags: 好数字·好观点 · → daily
  value: qty=$8.25bn (vs Street $8.23bn)
• <a id="atom-31395347556e2b53"></a>2026-04-17 X·@TBU12345678 [老化中] · 2024下半年存在真实的多头叙事 · 仓位情绪
  there were real long theses into H2 like $AVGO and $MRVL
  tags: 好思考 · → daily
  value: date=2024-H2
• <a id="atom-4fb2954f1916f3d1"></a>2026-04-23 X·@cnfinancewatch [老旧] · 建仓动作 · 仓位情绪
  再慢慢买：MRVL
  tags: 好观点 · → daily
  value: direction=买入
• <a id="atom-2b2582bd265de3cb"></a>2026-05-13 X·@rubicon59 [老旧] · 开启做多 · 仓位情绪
  Today, will take $MRVL here hands down.
  tags: 好观点 · → daily
  value: qty= · date=2025-06-23
• <a id="atom-0520acdba00999e8"></a>2026-05-16 X·@cnfinancewatch · 桥水持仓增加 · 仓位情绪
  加仓Marvell（MRVL +97%）
  tags: 好数字 · → daily
  value: qty=+97% · direction=increase

🔴 bearish 侧:

• <a id="atom-7f19bf9ed3e528e7"></a>2026-05-08 X·@ShanghaoJin [老旧] · 不再持有 · 仓位情绪
  我不持有mrvl了
  tags: 好观点 · → daily
• <a id="atom-cbff789e0ac5d879"></a>2026-05-27 X·@MF_Camillus [老旧] · NTM P/E · 仓位情绪/估值
  Not sure what mkt is seeing here that sounds special to the point of deserving a 60x NTM P/E
  tags: 好观点 · → daily
  value: qty=60x
• <a id="atom-69745016cb922ed2"></a>2026-06-19 X·@alphaticaio · 尾盘快速下跌归因于指数纳入套利供需失衡 · 仓位情绪/供需失衡
  The arbs had $20-30B of inventory to sell. The passive funds only needed $5-8B. There were 3-4x more sellers than buyers.
  tags: 好思考 · → daily
  [图: Marvell Technology (MRVL) 30分钟K线走势图，显示其在尾盘急跌并形成上升楔形形态 — 最新价: 313.57; SMA 50: 307.52; SMA 100: 300.71; SMA 200: 289.82; 成交量: 119.37K]
  📷 原图
• <a id="atom-316646bbdfc477da"></a>2026-06-22 X·@zephyr_z9 ⭐ · management team pump and dump · 仓位情绪
  Marvell which you would think should be competing is just a pump and dump by the management team to take your money and put it in their pockets
  tags: 好观点·好思考 · → daily

5. 指数纳入供需失衡 vs 长期持有

*topic: 仓位情绪/价格动态 · 17 bull vs 3 bear*

🟢 bullish 侧:

• <a id="atom-3cc26ef737babe8c"></a>2026-04-20 X·@damnang2 · 股价 · 价格动态
  当前股价: $151.41; 过去一个月涨幅: $60.56; 过去一个月涨幅百分比: 66.66%
  tags: 好数字 · → daily
  value: qty=$151.41 · direction=up · date=2026-04-20
  [图: Marvell Technology 股价过去一个月的走势图表 — 当前股价: $151.41; 过去一个月涨幅: $60.56; 过去一个月涨幅百分比: 66.66%]
  📷 原图
• <a id="atom-a5185d22ac0d2a2e"></a>2026-05-13 X·@Semicon_player · 股价涨幅（过去一年） · 价格动态 +同日1条
  过去一年涨幅: +170.22% (+111.46 USD)
  tags: 好数字 · → daily
  value: qty=+170.22% · date=过去一年
  [图: Marvell Technology Inc (MRVL) 的股价走势图，显示过去一年的价格变化及特定区间的涨幅。 — 当前股价: 176.94 USD; 过去一年涨幅: +170.22% (+111.46 USD); 选定区间涨幅 (2025年8月29日至2026年4月30日): +102.28 USD (+162.68%)]
  📷 原图
• <a id="atom-3b444d45bbde8344"></a>2026-05-23 X·@rubicon59 · 股价涨幅 · 价格动态
  $MRVL is +3x since
  tags: 好数字 · → daily
  value: qty=3x · direction=up
• <a id="atom-bdbe2a13f4f33bbb"></a>2026-05-27 X·@ai_hyperbull [老旧] · 加仓行为 · 仓位情绪
  added to my mrvl position today and looking to add more
  tags: 好观点 · → daily
  value: direction=add
• <a id="atom-d9af7551f418ff17"></a>2026-06-02 X·@zerohedge · stock price movement · 价格动态
  Marvell Technology (MRVL) rises 22%
  tags: 好数字 · → daily
  value: direction=up · qty=22% · date=2026-06-02

🔴 bearish 侧:

• <a id="atom-62235ba55100a1b6"></a>2026-06-03 X·@ShanghaoJin [老旧] · 投资建议 · 仓位情绪
  不要接定价特别激进的货
  tags: 好思考 · → daily
• <a id="atom-1c80daf6ff353521"></a>2026-07-01 X·@DeItaone · 跌幅 · 价格动态
  $MRVL -2.7%
  tags: 好数字 · → daily
  value: qty=-2.7% · direction=下跌
• <a id="atom-4ecaa85ea1b2b52f"></a>2026-07-02 X·@zephyr_z9 · 管理者行为判断 · 管理层表态/仓位情绪
  Marvell which you would think should be competing is just a pump and dump by the management team to take your money and put it in their pockets
  tags: 好观点 · → daily

🔗 因果传导 (causal map)

*MRVL 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

↑ 上游·近期陈述 (6)

• 🟢 AMZN · 需求拉动 · 1 次陈述
  Helped by….growth/success/credibility of AMZN Trainium, MRVL confidence/outlook on calls, positioning (HFs were underwei
• 🟢 AMZN Trainium · 需求拉动 · 1 次陈述
  Helped by growth/success/credibility of AMZN Trainium, MRVL confidence/outlook on calls, positioning (HFs underweight/sh
• 🟢 光模块 · 竞争优势 · 1 次陈述
  Helped by growth/success/credibility of AMZN Trainium, MRVL confidence/outlook on calls, positioning (HFs underweight/sh
• 🟢 对冲基金持仓 · 仓位回补 · 1 次陈述
  Helped by growth/success/credibility of AMZN Trainium, MRVL confidence/outlook on calls, positioning (HFs underweight/sh
• 🟢 NVDA · 需求拉动 · 1 次陈述
  MRVL - The case for MRVL, enhanced w/ NVDA
• 🟢 GPU设计商 · 份额外溢 · 1 次陈述
  $AVGO and $MRVL (and $INTC as its ASIC business start to run) will win more wafers from GPU designers.

🔮 前瞻触发器 (forward triggers)

*这些 atom 指向可能 reprice 的前瞻事件 (无精确日期, 仅类型). 配合上面叙事状态看「上膛」程度.*

供需拐点 (1 · ▲0/▼0)

• ⚪ 2026-04-14 · 与GOOGL就TPU合作谈判
  Funda calling out MRVL as working with GOOGL on TPU - I know been rumored in past but this feels new?

📊 程序化变化 (近 7 天)

• 新增 5 atoms
• 已过期 forecast: 3 条

🟦 客观事实 (facts) (30)

• <a id="atom-753d63913f6a861e"></a>🟦 2026-06-02 群 ⭐ · 股价因 Jensen Huang 站台而暴涨 · 股价/管理层表态
  Jensen Huang 在 Computex 上称 MRVL 将是下一个万亿市值公司，导致其盘前暴涨 26%
  tags: 好信源·好数字 · → daily
  value: qty=盘前暴涨 26% · date=06-02
• <a id="atom-2515649eac911706"></a>🟦 2026-07-02 X·@zephyr_z9 ⭐ · 2027年营收预期 · 营收预测
  GFHK: MRVL is expected to generate $2.8B / $13.0B in revenue in 2027 / 2028, respectively
  tags: 好数字·好信源 · → daily
  value: qty=$2.8B · date=2027
  📷 原图
• <a id="atom-3b99ebb99c88e4dc"></a>🟦 2026-07-02 X·@zephyr_z9 ⭐ · 2028年营收预期 · 营收预测
  GFHK: MRVL is expected to generate $2.8B / $13.0B in revenue in 2027 / 2028, respectively
  tags: 好数字·好信源 · → daily
  value: qty=$13.0B · date=2028
  📷 原图
• <a id="atom-88d9d8802bb87469"></a>🟦 2026-05-13 X·@DrNHJ ⭐ · 目标价 · 评级目标价
  BofA, 마벨 테크놀로지(Marvell, $MRVL)에 대한 투자의견 '매수(Buy)'를 유지하며, 목표 주가를 125달러에서 200달러로 상향
  tags: 好数字·好信源 · → daily
  value: qty=200 · date=2026-05-13
• <a id="atom-ecef122e19671d8c"></a>🟦 2026-06-21 X·@TradexWhisperer · A14 量产目标 · 技术路线/产品发布
  Marvell 目标在 2028 年实现 A14 制程产品量产
  tags: 好数字·好信源 · → daily
  value: qty=2028年 · date=2028年
• <a id="atom-44c3dbc4ce6a30c5"></a>🟦 2026-06-14 X·@TheTranscript_ · 数据中心营收增长预期 · 业绩指引
  It will be like 50% this year.
  tags: 好数字·好信源 · → daily
  value: qty=50% · date=this year
• <a id="atom-2c8607e31395c0d0"></a>🟦 2026-06-07 X·@rubicon59 · 盘后涨幅 · 业绩指引/财报
  +8% AH after beating estimates and raising guidance
  tags: 好数字·好信源 · → daily
  value: qty=+8% · direction=up
• <a id="atom-e80994a55b13cc32"></a>🟦 2026-06-03 X·@cnfinancewatch · 盘前涨幅 · 价格动态
  MRVL盘前暴涨22%
  tags: 好数字·好信源 · → daily
  value: qty=22% · date=2026-06-03
• <a id="atom-6b539d6e4f83417e"></a>🟦 2026-06-01 X·@AIStockSavvy · 发布Teralynx T100 · 产品发布/数据中心算力
  Marvell launches Teralynx T100, the first 102.4 Tbps AI-focused switch chip.
  tags: 好数字·好信源 · → daily
  value: qty=102.4 Tbps · date=2026-06-01
• <a id="atom-c5d94176debeeb77"></a>🟦 2026-05-29 X·@NURadu_ · 收购Polariton Technologies · 并购
  2026년 4월 말, 스위스의 고속/저전력 광변조 기술 기업인 폴라리톤 테크놀로지스 를 전격 인수했음
  tags: 好数字·好信源 · → daily
  value: date=2026年4月底
  📷 原图
• <a id="atom-77347932b30511b4"></a>🟦 2026-06-20 X·@StockSavvyShay · Jensen Huang预测5倍市值至1万亿美元 · 估值/数据中心算力
  Why Jensen Huang thinks $MRVL can 5x to a $1T valuation
  tags: 好数字·好思考 · → daily
  value: qty=$1T · direction=5x
  📷 原图
• <a id="atom-4923540d1e27cec8"></a>🟦 2026-06-19 X·@alphaticaio · 套利盘在6月15-17日通过暗池累计购股约$20-30B · 仓位情绪/资本开支
  June 15-17: Arb desks accumulated roughly $20-30B of MRVL inventory through dark pools.
  tags: 好数字·好思考 · → daily
  value: qty=$20-30B · date=June 15-17
  [图: Marvell Technology (MRVL) 30分钟K线走势图，显示其在尾盘急跌并形成上升楔形形态 — 最新价: 313.57; SMA 50: 307.52; SMA 100: 300.71; SMA 200: 289.82; 成交量: 119.37K]
  📷 原图
• <a id="atom-ba96ba60f2ef0fef"></a>🟦 2026-06-12 卖·MS Tom Wigg · % Chg 1M
  MRVL (Marvell Technology Inc) has a 1-month percentage change of 71%
  tags: 好数字 · → daily
  value: qty=71% · date=2026-06-12
• <a id="atom-c131a5841ba0b962"></a>🟦 2026-06-12 卖·MS Tom Wigg · % Chg YTD
  MRVL (Marvell Technology Inc) has a year-to-date percentage change of 230%
  tags: 好数字 · → daily
  value: qty=230% · date=2026-06-12
• <a id="atom-4ace14f1cd47124d"></a>🟦 2026-06-08 卖·BofA Brian Fenske · 被加入标普500 · 调仓
  MRVL was added to the S&P 500. Our desk estimates about 103M shares to buy on 6/18
  tags: 好数字 · → daily
  value: qty=about 103M shares to buy on 6/18
• <a id="atom-1d78f99d7c224a0b"></a>🟦 2026-06-02 卖·BofA Brian Fenske · 股价日涨幅 · 股价
  MRVL +17% n Jensen comments about MRVL valuation potential
  tags: 好数字 · → daily
  value: qty=+17%
• <a id="atom-8b789116909e3439"></a>🟦 2026-06-02 卖·MS Tom Wigg · 股价涨幅 · 股价
  MRVL +25% Jensen $1T call
  tags: 好数字 · → daily
  value: qty=+25%
• <a id="atom-0c9b49339ba65f39"></a>🟦 2026-06-01 卖·BofA Brian Fenske · 股价表现 · 股价
  Stock has had an explosive move, doubling in the past few months
  tags: 好数字 · → daily
  value: qty=doubled in past few months
• <a id="atom-ab30fc61b9e18e62"></a>🟦 2026-05-31 卖·BofA Brian Fenske · 股价表现 · 股价
  Stock has had an explosive move, doubling in the past few months
  tags: 好数字 · → daily
  value: qty=doubling in the past few months
• <a id="atom-b12802bd995dcd6c"></a>🟦 2026-07-02 X·@zephyr_z9 · 2027 营收预期 · 营收预测
  GFHK: MRVL is expected to generate $2.8B / $13.0B in revenue in 2027 / 2028, respectively
  tags: 好数字 · → daily
  value: qty=$2.8B · date=2027
• <a id="atom-df5debaba719b74b"></a>🟦 2026-07-02 X·@zephyr_z9 · 2028 营收预期 · 营收预测
  GFHK: MRVL is expected to generate $2.8B / $13.0B in revenue in 2027 / 2028, respectively
  tags: 好数字 · → daily
  value: qty=$13.0B · date=2028
• <a id="atom-1d555a758c0e7202"></a>🟦 2026-06-23 newsletter·Bloomberg · 股价表现 · 股价
  MRVL/ALAB -8%
  tags: 好数字 · → daily
  value: qty=-8%
• <a id="atom-ec1568ac3352c4cd"></a>🟦 2026-06-10 X·@DrNHJ · 资本开支趋势 · 资本开支
  빅테크와 LLM 기업들이 레버리지를 활용한 대규모 설비투자(Capex) 경쟁을 벌이고 있음
  tags: 好数字 · → daily
  [图: 历史牛市与泡沫时期（如狂飙20年代、互联网泡沫、FANG、AI周期）的股市累计涨幅走势对比图 — 强势市场起点 = 100; 互联网泡沫最高点接近 = 800; 纵轴最大值 = 800; 横轴时间跨度 = T到T+7Y]
  📷 原图
• <a id="atom-516c7aa46bb47e7e"></a>🟦 2026-06-08 X·@zerohedge · S&P 500 纳入事件 · 仓位情绪/评级目标价
  Marvell (MRVL) climbs 9% as the companies are set to replace Pool Corp. and Campbell’s in the S&P 500 before the market open on June 22.
  tags: 好数字 · → daily
• <a id="atom-d7fba7520c1f8e3a"></a>🟦 2026-06-07 X·@DrNHJ · 隔夜涨幅 · 价格动态
  마벨 $MRVL +8.4%
  tags: 好数字 · → daily
  value: qty=+8.4%
• <a id="atom-f0d80b5c6edaf936"></a>🟦 2026-06-05 X·@KobeissiLetter · 股价变动 · 价格动态
  Marvell Technology, $MRVL, surges over +7% on news that the company is joining the S&P 500.
  tags: 好数字 · → daily
  value: qty=+7%
  📷 原图
• <a id="atom-9ad5effe37c017b1"></a>🟦 2026-06-03 X·@KobeissiLetter · 股价涨幅 · 价格动态
  Marvell Technology, $MRVL, extends gains to over +45% in 2 days
  tags: 好数字 · → daily
  value: qty=+45% · date=2天
  📷 原图
• <a id="atom-666877d0249e1d0b"></a>🟦 2026-06-03 X·@cnfinancewatch · 股价变化 · 价格动态
  MRVL +32.5% Tuesday → all-time high.
  tags: 好数字 · → daily
  value: qty=+32.5% · date=2026-06-03
• <a id="atom-27024ca783b8114c"></a>🟦 2026-06-03 X·@cnfinancewatch · 盘前股价变化 · 价格动态
  MRVL premarket today: +22%.
  tags: 好数字 · → daily
  value: qty=+22%
• <a id="atom-84122f7d55e3a793"></a>🟦 2026-06-02 X·@DrNHJ · 股价隔夜变动 · 价格动态
  마벨(Marvell, $MRVL) 오버나이트 +17.6%
  tags: 好数字 · → daily
  value: direction=+ · qty=17.6%

🟥 多头 takes (bullish) (30)

• <a id="atom-4de98228748dcd47"></a>🟥 2026-05-26 X·@DrNHJ ⭐ [老旧] · 目标价格上调 · 评级目标价
  목표 주가를 85달러에서 300달러로 상향
  tags: 好数字·好信源 · → daily
  value: from=85 · to=300 · currency=USD
• <a id="atom-efeea3bd39fb3e6c"></a>🟥 2026-05-26 X·@DrNHJ ⭐ [老旧] · 预期上行空间 · 评级目标价
  약 53%의 내재 상승 여력을 고려
  tags: 好数字·好信源 · → daily
  value: qty=53%
• <a id="atom-f2291a7fb46d5769"></a>🟥 2026-07-09 卖·BofA Brian Fenske · Q2营收预测 · 营收预测/估值
  Wamsi Mohan expects C2Q rev of $8.25bn (vs Street at $8.23bn), with upside to $8.4-8.5bn driven by strength in IT Datacom and Military
  tags: 好数字·好观点 · → daily
  value: qty=$8.25bn (vs Street $8.23bn)
• <a id="atom-35e1d2a24ef2555c"></a>🟥 2026-07-09 卖·BofA Brian Fenske · Q3营收预测 · 营收预测/管理层表态
  On Q3, Wamsi modeling Q3 rev of $8.7bn and EPS of $1.32, though management historically guides conservatively, likely to $8.5-8.6bn in revs
  tags: 好数字·好观点 · → daily
  value: qty=$8.7bn (modeled), $8.5-8.6bn (guided conservatively)
• <a id="atom-5ce8c2605ee90598"></a>🟥 2026-06-23 卖·BofA Brian Fenske · PO Change
  BofA raised the Price Objective (PO) for MRVL from $240 to $365.
  tags: 好数字·好观点 · → daily
  value: qty=$365 · date=2026-06-23
• <a id="atom-585d635696b61d34"></a>🟥 2026-06-10 X·@DrNHJ · 股价动态 · 价格动态
  월간 상승률 3~4%대에서 6~8%대로 확대
  tags: 好数字·好观点 · → daily
  value: direction=up
  [图: 历史牛市与泡沫时期（如狂飙20年代、互联网泡沫、FANG、AI周期）的股市累计涨幅走势对比图 — 强势市场起点 = 100; 互联网泡沫最高点接近 = 800; 纵轴最大值 = 800; 横轴时间跨度 = T到T+7Y]
  📷 原图
• <a id="atom-bcd3dfe85c278527"></a>🟥 2026-05-26 X·@DrNHJ [老旧] · 光学互连营收看好 · 订单需求/合作客户
  당사는 광학 인터커넥트의 강세와 CXL 매출 기회가 여전히 저평가되어 있으며, 이것이 향후 어닝 서프라이즈를 견인할 수 있다고 판단합니다
  tags: 好观点·好信源 · → daily
• <a id="atom-b053a189932b447e"></a>🟥 2026-06-18 X·@AIStockSavvy [老化中] · KeyBanc 目标价上调 · 评级目标价
  KeyBanc raises PT on Marvell Technology to $385 from $260, maintains Buy
  tags: 好数字·好观点 · → daily
  value: qty=$385 · direction=from $260
  📷 原图
• <a id="atom-c32a1861bb8b2ab2"></a>🟥 2026-05-22 X·@AIStockSavvy [老旧] · 目标价 · 评级目标价
  Stifel raises PT to $210
  tags: 好数字·好观点 · → daily
  value: qty=$210 · date=2026-05-22
  📷 原图
• <a id="atom-09fb70751823893c"></a>🟥 2026-05-19 X·@sean________ · AWS订单需求 · 订单需求_
  $MRVL: AWS demand for 10 million 6.4T NPO chiplets in 2028
  tags: 好数字·好观点 · → daily
  value: qty=10 million 6.4T NPO chiplets · date=2028
  📷 原图
• <a id="atom-540cf457d7870d25"></a>🟥 2026-06-04 X·@AIStockSavvy · Craig-Hallum PT 调整 · 评级目标价
  Craig-Hallum raises PT on Marvell to $217 from $164, maintains Buy
  tags: 好观点·好信源 · → daily
  value: qty=$217 · date=na · direction=up
  📷 原图
• <a id="atom-006ee7919815fb46"></a>🟥 2026-06-02 X·@AIStockSavvy [老旧] · Stifel 评级 · 评级目标价
  $MRVL | Stifel maintains 𝐁𝐮𝐲 on 𝐌𝐚𝐫𝐯𝐞𝐥𝐥, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟐𝟏
  tags: 好观点·好信源 · → daily
  value: direction=买入 · qty=price_target_321 · date=2026-06-02
  📷 原图
• <a id="atom-43e8c023a13c60d1"></a>🟥 2026-05-28 X·@sean________ · Trainium 4 ramp 已获得CPO NVLink I O I O 芯片等额外内容赢单 · 订单需求/产品发布_
  believes Marvell's Trainium 4 ramp (2nm) has secured additional content wins for CPO, NVLink I/O chiplets, and UALink switching chip (splitting the opportunity with $ALAB)
  tags: 好观点·好信源 · → daily
  [图: TD Cowen 关于 Marvell (MRVL) 的卖方研报截图 — 目标价 (Price Target): $200.00; F2028年定制XPU收入估计: ~$3B; F2029年定制XPU所需收入: $7B; 分析师日目标 (Analyst Day target): $10B; ESG 评分: 61/100]
  📷 原图
• <a id="atom-7bcfe497dffb194f"></a>🟥 2026-05-28 X·@sean________ · 已开始设计微软下一代2nm Maia程序 · 合作客户/技术路线_
  has commenced design activities on Microsoft's next gen 2nm Maia program
  tags: 好观点·好信源 · → daily
  [图: TD Cowen 关于 Marvell (MRVL) 的卖方研报截图 — 目标价 (Price Target): $200.00; F2028年定制XPU收入估计: ~$3B; F2029年定制XPU所需收入: $7B; 分析师日目标 (Analyst Day target): $10B; ESG 评分: 61/100]
  📷 原图
• <a id="atom-ba6a3e86d57eb3b0"></a>🟥 2026-06-13 X·@DrNHJ ⭐ · 数据中心光通信转型受益 · 技术路线/数据中心算力
  광통신으로의 전환: 전력 효율이 높고 신호 감쇠가 적은 광통신 기술은 이제 선택이 아닌 필수가 되었습니다. 특히 CPO 기술은 초기 비용이 높지만, 향후 2~3년 내에 보급 속도가 급격히 빨라질 것으로 예상됩니다.
  tags: 好观点·好思考 · → daily
  value: direction=bullish · date=future
• <a id="atom-d9331fcb2b66327c"></a>🟥 2026-05-28 X·@AIStockSavvy · BofA目标价 · 评级目标价
  raises PT to $240 from $200
  tags: 好数字·好观点 · → daily
  value: qty=$240 · date=2026-05-28
  [图: 美银证券（BofA Securities）对美满电子（MRVL）的分析师评级更新与目标价上调摘要图 — 新目标价: $240.00; 当前股价: $198.70; 预计涨幅: +20.79%; FY27销售额预估: $11.5bn; FY28销售额预估: $16.5bn]
  📷 原图
• <a id="atom-082e918388962df2"></a>🟥 2026-05-16 X·@TheRayMyers · 2028 Revenue CAGR · 营收增长
  2028 Revenue CAGR: 33%
  tags: 好数字·好观点 · → daily
  value: qty=33% · date=2028
  📷 原图
• <a id="atom-31139f5fe7f5b493"></a>🟥 2026-05-16 X·@TheRayMyers · 2028 EPS CAGR · 盈利能力
  2028 EPS CAGR: 34%
  tags: 好数字·好观点 · → daily
  value: qty=34% · date=2028
  📷 原图
• <a id="atom-b055a0786311720e"></a>🟥 2026-07-09 卖·BofA Brian Fenske · Q2EPS预测 · 营收预测/估值
  Wamsi Mohan expects EPS of $1.17 (vs Street $1.16)
  tags: 好数字 · → daily
  value: qty=$1.17 (vs Street $1.16)
• <a id="atom-bdf94e681ce174f8"></a>🟥 2026-07-09 卖·BofA Brian Fenske · Q3EPS预测 · 营收预测/估值
  Wamsi modeling Q3 EPS of $1.32
  tags: 好数字 · → daily
  value: qty=$1.32
• <a id="atom-36837e520f2138d5"></a>🟥 2026-07-09 卖·BofA Brian Fenske · 目标价上调 · 目标价/估值
  PO raised to $185 (33x CY27 P/E)
  tags: 好数字 · → daily
  value: qty=$185 (from ?) · direction=raise
• <a id="atom-06f75e82d0010ede"></a>🟥 2026-06-23 卖·BofA Brian Fenske · POBR Change
  BofA changed the Price Objective Basis (POBR) for MRVL to 31x CY30E EPS Power, discounted back 2 years.
  tags: 好数字 · → daily
  value: qty=31x CY30E EPS · date=2026-06-23
• <a id="atom-fc44ef4d533a233b"></a>🟥 2026-06-01 卖·BofA Brian Fenske · EPS预测 · EPS预测/长期增长
  Vivek sees $15/EPS power, or EPS growing by a factor of 2.5x by CY28 and 4x by CY30
  tags: 好数字 · → daily
  value: qty=$15/EPS power, EPS growing 2.5x by CY28 and 4x by CY30
• <a id="atom-092674ef90c91fc0"></a>🟥 2026-05-31 卖·BofA Brian Fenske · EPS预测 · 营收预测
  Vivek sees $15/EPS power, or EPS growing by a factor of 2.5x by CY28 and 4x by CY30
  tags: 好数字 · → daily
  value: qty=$15
• <a id="atom-a942624456a888ef"></a>🟥 2026-06-29 newsletter·UBS · 营收估计上调 · 营收预测/CXL
  UBS raised MRVL estimates, expecting CXL revenue approaching ~$1B in 2027 and ~$2B in 2028
  tags: 好数字 · → daily
  value: qty=CXL 营收 2027 ~$1B, 2028 ~$2B
• <a id="atom-8e132401b1ed2851"></a>🟥 2026-06-24 X·@AIStockSavvy [老化中] · PT · 评级目标价
  $MRVL | Stifel raises PT on Marvell Technology to $350 from $321, maintains Buy
  tags: 好数字 · → daily
  value: qty=$350 · date=NA
  📷 原图
• <a id="atom-7b20663c8d23362c"></a>🟥 2026-06-19 X·@TrendSpider · 下一个万亿美元市值公司 · 市值预测
  The next trillion-dollar company, ladies and gentlemen.
  tags: 好观点·好思考 · → daily
  value: qty=$1T · date=未来
  [图: 美满电子科技（Marvell, MRVL）的日线对数股价走势图，展示其突破长期收敛形态后的强劲上涨趋势及最新股价。 — 当前股价: 310.58; 目标市值: $1T Market Cap]
  📷 原图
• <a id="atom-fd4d70123e824c62"></a>🟥 2026-06-18 newsletter·KeyBanc · 目标价上调 · 目标价
  KeyBanc raised its PT to $385 and introduced FY29 estimates
  tags: 好数字 · → daily
  value: qty=$385
• <a id="atom-173fa0e422936346"></a>🟥 2026-06-18 newsletter·KeyBanc · 网络业务营收预测 · 营收/数据中心
  KeyBanc sees Marvell networking revenue growing from ~$5B today to over $10B
  tags: 好数字 · → daily
  value: qty=超$100亿 · context=当前~$50亿, TAM约$300亿到2030年
• <a id="atom-3d524582364011d6"></a>🟥 2026-06-18 newsletter·KeyBanc · 定制XPU营收预测 · 营收
  KeyBanc also expects custom XPU revenue to exceed $10B by FY29
  tags: 好数字 · → daily
  value: qty=超$100亿 · year=FY29

🟥 空头 takes (bearish) (14)

• <a id="atom-316646bbdfc477da"></a>🟥 2026-06-22 X·@zephyr_z9 ⭐ · management team pump and dump · 仓位情绪
  Marvell which you would think should be competing is just a pump and dump by the management team to take your money and put it in their pockets
  tags: 好观点·好思考 · → daily
• <a id="atom-4ecaa85ea1b2b52f"></a>🟥 2026-07-02 X·@zephyr_z9 · 管理者行为判断 · 管理层表态/仓位情绪
  Marvell which you would think should be competing is just a pump and dump by the management team to take your money and put it in their pockets
  tags: 好观点 · → daily
• <a id="atom-69745016cb922ed2"></a>🟥 2026-06-19 X·@alphaticaio · 尾盘快速下跌归因于指数纳入套利供需失衡 · 仓位情绪/供需失衡
  The arbs had $20-30B of inventory to sell. The passive funds only needed $5-8B. There were 3-4x more sellers than buyers.
  tags: 好思考 · → daily
  [图: Marvell Technology (MRVL) 30分钟K线走势图，显示其在尾盘急跌并形成上升楔形形态 — 最新价: 313.57; SMA 50: 307.52; SMA 100: 300.71; SMA 200: 289.82; 成交量: 119.37K]
  📷 原图
• <a id="atom-62235ba55100a1b6"></a>🟥 2026-06-03 X·@ShanghaoJin [老旧] · 投资建议 · 仓位情绪
  不要接定价特别激进的货
  tags: 好思考 · → daily
• <a id="atom-ef23eb361d33ff0e"></a>🟥 2026-04-28 X·@aleabitoreddit · 垂直整合Poet的封装层 · 技术路线
  If $MRVL dropped Poet, it means Marvell felt they could vertically integrate that layer into Celestial and just buy lasers directly themselves (not just the nda dispute).
  tags: 好思考 · → daily
• <a id="atom-d36f0ced72bdc2b1"></a>🟥 2026-04-27 X·@RYANHINGSHING [老化中] · order cancellation reason · 订单需求
  If $POET was a strong company with strong execution ability, $MRVL wouldn’t find an excuse to cancel its order😁
  tags: 好思考 · → daily
• <a id="atom-542ac087bbcac6ba"></a>🟥 2026-04-27 X·@HyperTechInvest [老化中] · 取消与POET的合同/关系 · 合作客户/竞争格局
  Canceling everything suggests either Marvell had alternatives or $POET was not as critical as bulls believe
  tags: 好思考 · → daily
  value: direction=cancelling
  📷 原图
• <a id="atom-a863be7764c14cd4"></a>🟥 2026-06-02 群 ◌ [老旧] · 群友集体看空，认为市值已“加密货币化” · 估值叙事/群友观点
  多位群友认为此举荒谬，有 PM 直接买入 put 作为对冲，认为市值已经“加密货币化”
  tags: 好观点 · → daily
• <a id="atom-04fe9a723261d290"></a>🟥 2026-06-03 X·@ShanghaoJin · 定价评估 · 定价权
  MRVL 这种显然是还没算产能定价过度激进
  tags: 好观点 · → daily
• <a id="atom-6720635cab60f38a"></a>🟥 2026-05-28 X·@sean________ · 管理层未详细讨论Google XPU-Attach业务 可能令人失望 · 管理层表态_
  What mgmt did not discuss in detail was the Google XPU-Attach biz, so some may be disappointed here
  tags: 好观点 · → daily
  [图: TD Cowen 关于 Marvell (MRVL) 的卖方研报截图 — 目标价 (Price Target): $200.00; F2028年定制XPU收入估计: ~$3B; F2029年定制XPU所需收入: $7B; 分析师日目标 (Analyst Day target): $10B; ESG 评分: 61/100]
  📷 原图
• <a id="atom-cbff789e0ac5d879"></a>🟥 2026-05-27 X·@MF_Camillus [老旧] · NTM P/E · 仓位情绪/估值
  Not sure what mkt is seeing here that sounds special to the point of deserving a 60x NTM P/E
  tags: 好观点 · → daily
  value: qty=60x
• <a id="atom-f361aca12ce34f9a"></a>🟥 2026-05-19 X·@labubu_trader [老旧] · worse than MXL for DSP business · 竞争格局
  $MRVL is still…way worse than $MXL if you are bullish on DSP business.
  tags: 好观点 · → daily
• <a id="atom-ce5b375b78570703"></a>🟥 2026-05-13 X·@damnang2 · 光互联 · 技术路线/竞争格局
  I don't think so
  tags: 好观点 · → daily
  value: direction=down
• <a id="atom-4cafd94e60ee7dff"></a>🟥 2026-04-27 X·@aleabitoreddit [老化中] · Celestial路线图延迟 · 路线图/产品发布
  It just causes delays to Marvell Celestial roadmap.
  tags: 好观点 · → daily

🟥 中性 takes (neutral) (17)

• <a id="atom-373fd47565a631da"></a>🟥 2026-06-11 X·@DrNHJ ⭐ · 扮演互联瓶颈角色 · 互联瓶颈/硬件瓶颈
  4대 하드웨어병목: 인터커넥트 (Interconnect) $MRVL
  tags: 好观点·好思考 · → daily
  📷 原图
• <a id="atom-b6568da725bec398"></a>🟥 2026-05-28 X·@sean________ · 定制XPU需要增长超过2倍至7B才能达到10B分析师日目标 · 营收预测_
  Custom XPU would need to grow >2x to $7B to reach Marvell's $10B Analyst Day target
  tags: 好数字·好观点 · → daily
  value: qty=$7B
  [图: TD Cowen 关于 Marvell (MRVL) 的卖方研报截图 — 目标价 (Price Target): $200.00; F2028年定制XPU收入估计: ~$3B; F2029年定制XPU所需收入: $7B; 分析师日目标 (Analyst Day target): $10B; ESG 评分: 61/100]
  📷 原图
• <a id="atom-25fdbdd8c80facfa"></a>🟥 2026-07-02 X·@zephyr_z9 · 2027 营收预期 · 营收预测
  MRVL is expected to generate $2.8B in revenue in 2027
  tags: 好数字 · → daily
  value: qty=$2.8B · date=2027
• <a id="atom-7cd6c90cd644d73a"></a>🟥 2026-07-02 X·@zephyr_z9 · 2028 营收预期 · 营收预测
  MRVL is expected to generate $13.0B in revenue in 2028
  tags: 好数字 · → daily
  value: qty=$13.0B · date=2028
• <a id="atom-aad0bde8ba3a5171"></a>🟥 2026-05-28 X·@sean________ · 股价表现可能取决于自定义计算在2H的上行幅度 · 业绩指引_
  stock performance is likely to hinge on the magnitude of Marvell's custom compute ramp in 2H and upside to its overall Datacenter business
  tags: 好观点·好思考 · → daily
  [图: TD Cowen 关于 Marvell (MRVL) 的卖方研报截图 — 目标价 (Price Target): $200.00; F2028年定制XPU收入估计: ~$3B; F2029年定制XPU所需收入: $7B; 分析师日目标 (Analyst Day target): $10B; ESG 评分: 61/100]
  📷 原图
• <a id="atom-a8c364d31e03b22e"></a>🟥 2026-06-03 卖·MS Tom Wigg · 分析覆盖 · 数据中心/芯片
  MRVL covered
  tags: 好观点 · → daily
• <a id="atom-b54914aad76524fe"></a>🟥 2026-06-01 群 · Jensen 口误引发乌龙拉升 · 管理层表态
  传言 Jensen 称 MRVL 为下一个万亿公司导致其盘后大涨，群内认为是口误，靠叙事直接拉涨
  tags: 好信源 · → daily
• <a id="atom-9b8a9485c0e2ddf7"></a>🟥 2026-06-15 X·@sssjeffpu · v10ax bidding status · 订单需求
  v10ax bidding still ongoing
  tags: 好思考 · → daily
  value: status=ongoing
• <a id="atom-a5e5b4091e014cc5"></a>🟥 2026-06-03 X·@damnang2 · 公司介绍推荐 · 公司基本面
  If you are not familiar with $MRVL as a company, give it a read.
  tags: 好思考 · → daily
• <a id="atom-3069dd3f4aaaf5e3"></a>🟥 2026-04-27 X·@aleabitoreddit · vertically integrating packaging process · 技术路线/供给产能
  I'm guessing $MRVL is vertically integrating the packaging process after buying the lasers from someone like $SIVE or $LITE.
  tags: 好思考 · → daily
• <a id="atom-a779371a0a5d6d71"></a>🟥 2026-04-27 X·@aleabitoreddit · will do interposer packaging IP in-house · 技术路线
  $MRVL will likely do that interposer packaging IP in-house.
  tags: 好思考 · → daily
• <a id="atom-f972c4301ea5e8c9"></a>🟥 2026-04-27 X·@aleabitoreddit · 采购激光器及自研封装 · 采购/供给产能
  $MRVL will probably just buy from $SIVE directly and multi-source, maybe $MTSI and design out the packaging side of things in-house.
  tags: 好思考 · → daily
• <a id="atom-b05afa2e3c0feaec"></a>🟥 2026-05-24 X·@PatrickMoorhead · read on custom AI ASIC and NW growth versus merchant GPU demand · 竞争格局/技术路线
  $MRVL: is the read on custom AI ASIC and NW growth versus merchant GPU demand.
  tags: 好观点 · → daily
• <a id="atom-9dafca4d8491403b"></a>🟥 2026-05-13 X·@damnang2 · 估值 · 估值/仓位情绪
  Marvell seems to have gone through a major re-rating
  tags: 好观点 · → daily
  value: direction=up
• <a id="atom-b4bd5400da57cbb3"></a>🟥 2026-05-12 X·@mzuhair123 [老化中] · 对EMIB技术兴趣 · 技术路线
  $MRVL's SvP of Foundry and AP has reportedly worked extensively with EMIB, suggesting the ASIC designer's interest in the technology.
  tags: 好观点 · → daily
• <a id="atom-c385577862ee3632"></a>🟥 2026-04-27 X·@aleabitoreddit [老化中] · 采购激光器来源 · 采购/供给产能
  Highly likely now $MRVL just buys the lasers directly from $COHR, $SIVE, or $LITE.
  tags: 好观点 · → daily
• <a id="atom-780c1f4c4e2ed902"></a>🟥 2026-04-27 X·@aleabitoreddit [老化中] · 封装侧垂直整合预期 · 供给产能/供应链
  I've always had expectations on the packaging side of things to get vertically integrated down the road, just not this soon.
  tags: 好观点 · → daily

🟦 新闻流 (squawk · 40)

⏱ 时间轴 (近 20)

• 🟥 2026-07-09 · forecast · Q2营收预测 · → daily
• 🟥 2026-07-09 · forecast · Q2EPS预测 · → daily
• 🟥 2026-07-09 · forecast · Q3营收预测 · → daily
• 🟥 2026-07-09 · forecast · Q3EPS预测 · → daily
• 🟥 2026-07-09 · forecast · 目标价上调 · → daily
• 🟥 2026-07-03 · narrative · 分析师评级 · → daily
• 🟦 2026-07-02 · fact · price change · → daily
• 🟥 2026-07-02 · forecast · 2027 营收预期 · → daily
• 🟥 2026-07-02 · forecast · 2028 营收预期 · → daily
• 🟦 2026-07-02 · forecast · 2027 营收预期 · → daily
• 🟦 2026-07-02 · forecast · 2028 营收预期 · → daily
• 🟦 2026-07-02 · forecast · 营收驱动因素 · → daily
• 🟥 2026-07-02 · narrative · 管理者行为判断 · → daily
• 🟦 2026-07-02 · forecast · 2027年营收预期 · → daily
• 🟦 2026-07-02 · forecast · 2028年营收预期 · → daily
• 🟥 2026-07-02 · forecast · CXL 业务收入预估 · → daily
• 🟥 2026-07-02 · forecast · CXL 业务收入预估（修正） · → daily
• 🟦 2026-07-02 · fact · 当前股价距历史高点跌幅 · → daily
• 🟦 2026-07-02 · fact · 股价日内跌幅 · → daily
• 🟥 2026-07-02 · narrative · 股价下跌触发联想 · → daily

📊 板块级信号 · 数据中心 (66)

*以下是 数据中心 板块的信号 (MRVL 是成员), 非直接针对 MRVL — 供板块上下文参考*

📊 板块级信号 · US equities (4)

*以下是 US equities 板块的信号 (MRVL 是成员), 非直接针对 MRVL — 供板块上下文参考*

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