<p>进入 2025 年一个多月，投资者有很多财报需要消化。许多最引人注目的 “壮丽七侠” 科技股已经发布了财报，还有一些尚未发布。其中一家公司尚未公布财报，但在我认为的顶级科技股名单中，确实有可能在财报发布后大幅上涨。但由于市场对高增长公司的期望不断提高，当前的财报季可能是近年来最关键的时刻之一。</p>
<p>这与标准普尔 500 指数在过去一年中上涨了 23% 密切相关，使大多数顶级科技股处于十字路口。如果这些公司能够继续以惊人的速度超越财报预期，未来可能会有更多的上涨空间。然而，如果出现任何问题，或者投资者感觉前瞻性指引不够理想，也可能面临实质性的下行风险。这就是本次财报季的风险，而已经发布财报的许多公司的表现差异正反映了这一点。</p>
<p>话虽如此，以下三家公司是我认为在财报发布后可能会有大幅上涨潜力的公司。让我们深入探讨它们各自的催化剂以及未来一个月可能推动其大幅波动的因素。</p>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2025/01/Follow-Our-500000-AI-Portfolio-3.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2025/01/Follow-Our-500000-AI-Portfolio-3.jpg"/></p>
<h2>本文的关键点：</h2>
<ul>
<li>这三只科技股是许多投资者在本财报季可能会密切关注的公司。</li>
<li>让我们深入探讨为什么这些特定的公司在即将发布的财报后可能具有巨大的上涨潜力。</li>
<li>如果你在寻找一些具有巨大潜力的股票，确保获取我们 <strong>全新的《下一个 NVIDIA》报告</strong> 的免费副本。该报告介绍了一只我们相信具有 10 倍潜力的软件股票。</li>
</ul>
<h2>英伟达 (NVIDIA)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/03/shutterstock_2430173979-scaled.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/03/shutterstock_2430173979-scaled.jpg"/></p>
<p>英伟达股票在智能手机上的展示</p>
<p><strong>英伟达</strong>（NASDAQ:NVDA）继续在人工智能和半导体领域保持领先。该公司的创新图形处理单元（GPU）对人工智能应用至关重要，随着对人工智能技术需求的增长，英伟达成为关键参与者。分析师预计英伟达将保持其令人印象深刻的增长轨迹，特别是在其利用不断扩大的人工智能市场时。该股票被视为强烈买入，反映出其强劲的表现和在 2025 年实现显著回报的潜力。</p>
<p>此外，英伟达即将于 2025 年 2 月 26 日发布的财报备受期待，尽管近期股票波动，分析师仍预测强劲增长。预计第四季度收入将达到 1292 亿美元，盈利将达到 702 亿美元，英伟达的年盈利增长率有望达到 24.5%。公司的财务健康状况依然强劲，但其财报电话会议将在塑造投资者情绪方面至关重要。</p>
<p>尽管如此，英伟达仍然是人工智能基础设施的领导者，云计算巨头们竞相获取其尖端芯片。微软计划进行 800 亿美元的人工智能投资，而 Meta 则瞄准 600 亿美元的支出。我认为企业的人工智能支出将是一个关键因素，同时也要关注该报告中关于支出增长（或缺乏增长）预期的公司评论。尽管竞争加剧，我认为英伟达在 DeepSeek 公告后股票价格的近期下跌提供了一个买入机会。</p>
<h2>博通 (Broadcom)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2016/01/broadcom-corp-e1452805485781.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2016/01/broadcom-corp-e1452805485781.jpg"/></p>
<p>博通公司办公室的标志</p>
<p><strong>博通</strong>（NASDAQ:AVGO）已成为科技行业的关键参与者，特别是为谷歌和苹果等大型科技公司设计的定制芯片。该公司报告称，2024 年人工智能收入激增，超过 120 亿美元，大多数分析师认为这一上升趋势可能会持续。随着大量的超越预期评级涌入，部分价格目标已达到 260 美元，尽管共识价格目标与当前股价相近，博通的股票仍可能有实质性的上涨空间。</p>
<p>博通的牛市前景主要集中在其即将于 2025 年 3 月 6 日发布的财报上。预计该报告将展示强劲的增长，分析师预测公司的每股收益将激增至 1.27 美元，比去年增长 47.7%。预计收入将达到 146 亿美元，反映出同比增长 22%。公司的 11% 股息增长进一步增强了投资者信心，而其半导体和基础设施软件部门继续推动增长。博通上一次财报显示收入增长了 51%，突显了其稳健的财务状况。我们需要看看下个季度是否会出现类似的情况。</p>
<p>凭借涵盖人工智能、大型机软件和虚拟桌面的强大多元化业务组合，投资者有充分理由继续关注这一股票。我认为，VMware 驱动的增长可能导致大幅超出预期的盈利表现，这一点尤其值得关注，但我们需要看看数字如何表现。在 2023 年底收购 VMware 后，博通实施了大幅提价，这应该在短期内改善基本面。然而，关于这些涨价如何推动未来需求的公司评论可能会在短期内引发一些波动。</p>
<h2>马维尔科技 (Marvell Technology)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2021/10/imageForEntry18-5IS.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2021/10/imageForEntry18-5IS.jpg"/></p>
<p>半导体制造的视觉展示</p>
<p><strong>Marvell Technology</strong>（纳斯达克：MRVL）是分析师对 2025 年持乐观态度的另一只股票。该公司专注于定制应用特定集成电路（ASIC），其数据中心销售实现了显著增长。预计与人工智能相关的销售额今年将超过 25 亿美元，Marvell 在满足日益增长的人工智能解决方案需求方面处于良好位置。Oppenheimer 也将 Marvell 评为表现优于大盘，目标价为 125 美元。</p>
<p>Marvell Technology 预计将在 2025 年 3 月 6 日的财报中突出强劲增长，分析师预测每股收益为 0.59 美元，收入在 17 亿到 19 亿美元之间。该公司第三季度的 15.16 亿美元收入超出预期，得益于人工智能驱动的需求和 19% 的环比增长。分析师对 Marvell 在定制人工智能硅片和云互连解决方案方面的进展持乐观态度。</p>
<p>Marvell Technology 在 2024 年飙升了 83%，作为新兴的人工智能芯片参与者获得了动力。其定制 ASIC 被主要云服务提供商采用，减少了对英伟达的依赖，并降低了人工智能模型的成本。分析师预计每股收益将跃升 77% 至 2.76 美元，可能推动 2025 年进一步的股票上涨，并维持长期增长。</p>
<p>关于 “3 只在财报后可能飙升的科技股票” 的文章首发于 24/7 Wall St..</p>

博通

英伟达

<p>投资者正密切关注知名科技股的财报，特别是 “七大巨头”。作为人工智能和半导体领域的领导者，英伟达预计将在第四季度报告强劲增长，收入达到 1292 亿美元。博通也预计将显示出显著增长，预计每股收益增长 47.7%，收入为 146 亿美元。本财报季至关重要，因为公司必须满足市场的高期望，以避免潜在的下行风险</p>

<p>More than a month into 2025, investors have plenty of earnings to digest. Many of the most notable “Magnificent 7” tech stocks have reported, with a few left to go. One of these companies, which is yet to report earnings, is on my list of top tech stocks that could certainly rip higher after earnings. But with so much attention now on whether high-growth companies can keep up with the increasing expectations of the market, this earnings season could be among the most pivotal in recent history.</p>
<div class="lb-trans"><p>进入 2025 年一个多月，投资者有很多财报需要消化。许多最引人注目的 “壮丽七侠” 科技股已经发布了财报，还有一些尚未发布。其中一家公司尚未公布财报，但在我认为的顶级科技股名单中，确实有可能在财报发布后大幅上涨。但由于市场对高增长公司的期望不断提高，当前的财报季可能是近年来最关键的时刻之一。</p>
</div><p>Much of this has to do with the fact that the overall S&amp;P 500 surged 23% over the past year, placing most top tech stocks at a crossroads. If these companies can continue to beat earnings at a breakneck pace, plenty more upside could be on the horizon. However, if there’s any sort of hiccup or investors get the feeling that forward guidance isn’t up to snuff, there’s also the potential for material downside. That’s the risk with this particular earnings season, and the divergence in performance among many of the companies that have already reported speak to this.</p>
<div class="lb-trans"><p>这与标准普尔 500 指数在过去一年中上涨了 23% 密切相关，使大多数顶级科技股处于十字路口。如果这些公司能够继续以惊人的速度超越财报预期，未来可能会有更多的上涨空间。然而，如果出现任何问题，或者投资者感觉前瞻性指引不够理想，也可能面临实质性的下行风险。这就是本次财报季的风险，而已经发布财报的许多公司的表现差异正反映了这一点。</p>
</div><p>That said, the following three companies are ones I think could have big upside following earnings. Let’s dive into their respective catalysts and what may drive outsized moves over the next month or so.</p>
<div class="lb-trans"><p>话虽如此，以下三家公司是我认为在财报发布后可能会有大幅上涨潜力的公司。让我们深入探讨它们各自的催化剂以及未来一个月可能推动其大幅波动的因素。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2025/01/Follow-Our-500000-AI-Portfolio-3.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2025/01/Follow-Our-500000-AI-Portfolio-3.jpg"/></p>
<h2>Key Points About This Article:</h2>
<div class="lb-trans"><h2>本文的关键点：</h2>
</div><ul>
<li>These three tech stocks are among the companies many investors are likely to be paying close attention to this earnings season.</li>
<li>Let’s dive into why these particular names may have big upside potential following their upcoming earnings reports.</li>
<li>If you’re looking for some stocks with huge potential, make sure to grab a free copy of our <strong>brand-new “The Next NVIDIA” report</strong>. It features a software stock we’re confident has 10X potential.</li>
</ul>
<div class="lb-trans"><ul>
<li>这三只科技股是许多投资者在本财报季可能会密切关注的公司。</li>
<li>让我们深入探讨为什么这些特定的公司在即将发布的财报后可能具有巨大的上涨潜力。</li>
<li>如果你在寻找一些具有巨大潜力的股票，确保获取我们 <strong>全新的《下一个 NVIDIA》报告</strong> 的免费副本。该报告介绍了一只我们相信具有 10 倍潜力的软件股票。</li>
</ul>
</div><h2>Nvidia (NVDA)</h2>
<div class="lb-trans"><h2>英伟达 (NVIDIA)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/03/shutterstock_2430173979-scaled.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2024/03/shutterstock_2430173979-scaled.jpg"/></p>
<p>Nvidia stock shown on a smartphone</p>
<div class="lb-trans"><p>英伟达股票在智能手机上的展示</p>
</div><p><strong>Nvidia</strong> (NASDAQ:NVDA) continues to be a leader in the AI and semiconductor space. The company’s innovative graphics processing units (GPUs) are essential for AI applications, making it a critical player as demand for AI technologies grows. Analysts expect Nvidia to maintain its impressive growth trajectory, especially as it capitalizes on the expanding AI market. The stock is viewed as a strong buy, reflecting its robust performance and potential for significant returns in 2025.</p>
<div class="lb-trans"><p><strong>英伟达</strong>（NASDAQ:NVDA）继续在人工智能和半导体领域保持领先。该公司的创新图形处理单元（GPU）对人工智能应用至关重要，随着对人工智能技术需求的增长，英伟达成为关键参与者。分析师预计英伟达将保持其令人印象深刻的增长轨迹，特别是在其利用不断扩大的人工智能市场时。该股票被视为强烈买入，反映出其强劲的表现和在 2025 年实现显著回报的潜力。</p>
</div><p>Moreover, Nvidia’s upcoming February 26, 2025 earnings report is highly anticipated, with analysts forecasting strong growth despite recent stock volatility. Expected to post $129.2 billion in Q4 revenue and $70.2 billion in earnings, Nvidia is on track for a 24.5% annual earnings growth rate. The company’s financial health remains strong, but its earnings call will be crucial in shaping investor sentiment moving forward.</p>
<div class="lb-trans"><p>此外，英伟达即将于 2025 年 2 月 26 日发布的财报备受期待，尽管近期股票波动，分析师仍预测强劲增长。预计第四季度收入将达到 1292 亿美元，盈利将达到 702 亿美元，英伟达的年盈利增长率有望达到 24.5%。公司的财务健康状况依然强劲，但其财报电话会议将在塑造投资者情绪方面至关重要。</p>
</div><p>Nevertheless, Nvidia remains the leader in AI infrastructure, with cloud giants racing to secure its cutting-edge chips. Microsoft plans an $80 billion AI investment, while Meta targets $60 billion in spending. I think corporate AI spending will remain the key factor to watch, as well as any company commentary coming out of this report on expectations for spending growth (or lack thereof). Despite rising competition, I think Nvidia’s recent stock price decline following the DeepSeek announcement presents a buying opportunity.</p>
<div class="lb-trans"><p>尽管如此，英伟达仍然是人工智能基础设施的领导者，云计算巨头们竞相获取其尖端芯片。微软计划进行 800 亿美元的人工智能投资，而 Meta 则瞄准 600 亿美元的支出。我认为企业的人工智能支出将是一个关键因素，同时也要关注该报告中关于支出增长（或缺乏增长）预期的公司评论。尽管竞争加剧，我认为英伟达在 DeepSeek 公告后股票价格的近期下跌提供了一个买入机会。</p>
</div><h2>Broadcom (AVGO)</h2>
<div class="lb-trans"><h2>博通 (Broadcom)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2016/01/broadcom-corp-e1452805485781.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2016/01/broadcom-corp-e1452805485781.jpg"/></p>
<p>Broadcom sign at the company’s offices</p>
<div class="lb-trans"><p>博通公司办公室的标志</p>
</div><p><strong>Broadcom</strong> (NASDAQ:AVGO) has emerged as a key player in the tech sector, particularly with its custom chips designed for major tech companies like Google and Apple. The company reported a staggering increase in AI revenue which exceeded $12 billion in 2024, and most analysts believe this upward trend is likely to continue. With a flurry of outperform ratings coming in, with some price targets now at the $260 level, Broadcom is a stock that could still have material upside from here, despite a consensus price target right around where shares trade currently.</p>
<div class="lb-trans"><p><strong>博通</strong>（NASDAQ:AVGO）已成为科技行业的关键参与者，特别是为谷歌和苹果等大型科技公司设计的定制芯片。该公司报告称，2024 年人工智能收入激增，超过 120 亿美元，大多数分析师认为这一上升趋势可能会持续。随着大量的超越预期评级涌入，部分价格目标已达到 260 美元，尽管共识价格目标与当前股价相近，博通的股票仍可能有实质性的上涨空间。</p>
</div><p>The bull case for Broadcom really centers on outperformance in the company’s upcomingMarch 6, 2025 earnings report. This report is expected to showcase strong growth, with analysts projecting a surge in the company’s EPS to $1.27, a 47.7% increase from last year. Revenue is forecasted to come in at $14.6 billion, reflecting a 22% year-over-year gain. The company’s 11% dividend increase has further strengthened investor confidence, while its semiconductor and infrastructure software segments continue to drive growth. Broadcom’s last earnings report showed a 51% revenue jump, highlighting its solid financial position. We’ll have to see if a repeat could be in order this coming quarter.</p>
<div class="lb-trans"><p>博通的牛市前景主要集中在其即将于 2025 年 3 月 6 日发布的财报上。预计该报告将展示强劲的增长，分析师预测公司的每股收益将激增至 1.27 美元，比去年增长 47.7%。预计收入将达到 146 亿美元，反映出同比增长 22%。公司的 11% 股息增长进一步增强了投资者信心，而其半导体和基础设施软件部门继续推动增长。博通上一次财报显示收入增长了 51%，突显了其稳健的财务状况。我们需要看看下个季度是否会出现类似的情况。</p>
</div><p>With a strong and diversified portfolio of business spanning AI, mainframe software, and virtual desktops, there’s plenty of reason for investors to continue to pile into this name. I think expectations that VMware-driven growth could lead to a large earnings beat are particularly notable, but we’ll have to see how the numbers come in. After acquiring VMware in late 2023, Broadcom imposed steep price hikes, which should have improved fundamentals in the near-term. However, company commentary around how these increases could spur demand moving forward are likely to drive some volatility over the near-term.</p>
<div class="lb-trans"><p>凭借涵盖人工智能、大型机软件和虚拟桌面的强大多元化业务组合，投资者有充分理由继续关注这一股票。我认为，VMware 驱动的增长可能导致大幅超出预期的盈利表现，这一点尤其值得关注，但我们需要看看数字如何表现。在 2023 年底收购 VMware 后，博通实施了大幅提价，这应该在短期内改善基本面。然而，关于这些涨价如何推动未来需求的公司评论可能会在短期内引发一些波动。</p>
</div><h2>Marvell Technology (MRVL)</h2>
<div class="lb-trans"><h2>马维尔科技 (Marvell Technology)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2021/10/imageForEntry18-5IS.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2021/10/imageForEntry18-5IS.jpg"/></p>
<p>Visual of semiconductor manufacturing</p>
<div class="lb-trans"><p>半导体制造的视觉展示</p>
</div><p><strong>Marvell Technology</strong> (NASDAQ:MRVL) is another stock that analysts are optimistic about for 2025. The company specializes in custom application-specific integrated circuits (ASICs) and has seen substantial growth in its data center sales. With expectations of AI-related sales surpassing $2.5 billion this year, Marvell is positioned well to benefit from the increasing demand for AI solutions. Oppenheimer also rates Marvell as outperforming, with a target price of $125.</p>
<div class="lb-trans"><p><strong>Marvell Technology</strong>（纳斯达克：MRVL）是分析师对 2025 年持乐观态度的另一只股票。该公司专注于定制应用特定集成电路（ASIC），其数据中心销售实现了显著增长。预计与人工智能相关的销售额今年将超过 25 亿美元，Marvell 在满足日益增长的人工智能解决方案需求方面处于良好位置。Oppenheimer 也将 Marvell 评为表现优于大盘，目标价为 125 美元。</p>
</div><p>Marvell Technology’s March 6, 2025 earnings report is expected to highlight strong growth, with analysts forecasting $0.59 EPS and revenue between $1.7 billion and $1.9 billion. The company’s Q3 $1.516 billion revenue exceeded expectations, fueled by AI-driven demand and a 19% sequential growth. Analysts remain optimistic about Marvell’s advancements in custom AI silicon and cloud interconnect solutions.</p>
<div class="lb-trans"><p>Marvell Technology 预计将在 2025 年 3 月 6 日的财报中突出强劲增长，分析师预测每股收益为 0.59 美元，收入在 17 亿到 19 亿美元之间。该公司第三季度的 15.16 亿美元收入超出预期，得益于人工智能驱动的需求和 19% 的环比增长。分析师对 Marvell 在定制人工智能硅片和云互连解决方案方面的进展持乐观态度。</p>
</div><p>Marvell Technology surged 83% in 2024, gaining momentum as a rising AI chip player. Its custom ASICs, adopted by major cloud providers, reduce reliance on Nvidia and lower AI model costs. Analysts expect earnings to jump 77% to $2.76 per share, potentially driving further stock gains in 2025 and sustaining long-term growth.</p>
<div class="lb-trans"><p>Marvell Technology 在 2024 年飙升了 83%，作为新兴的人工智能芯片参与者获得了动力。其定制 ASIC 被主要云服务提供商采用，减少了对英伟达的依赖，并降低了人工智能模型的成本。分析师预计每股收益将跃升 77% 至 2.76 美元，可能推动 2025 年进一步的股票上涨，并维持长期增长。</p>
</div><p>The post 3 Tech Stocks that Could Soar After Earnings appeared first on 24/7 Wall St..</p>
<div class="lb-trans"><p>关于 “3 只在财报后可能飙升的科技股票” 的文章首发于 24/7 Wall St..</p>
</div>

3 Tech Stocks that Could Soar After Earnings

- 投资者关注 2025 年第一季度财报，尤其是 “七大科技股”。  
- Nvidia、Broadcom 和 Marvell 被认为有较大上涨潜力。  
- 这些公司即将发布财报，市场期待其业绩表现。  

3 只可能在财报发布后大涨的科技股