<p>Marvell Technology NASDAQ: MRVL，这家公司在 2025 年上半年经历了表现不佳，并成为做空怀疑者的宠儿，最近显示出显著的动能转变。</p>
<p>在过去五天里，股票开始恢复，并且在七月底的最后几天，显示出突破的动能，标志着叙事的明显变化。</p>
<p>获取 <strong>Marvell Technology</strong> 的提醒：</p>
<p>曾经是做空者目标的公司，现在以看似强劲反弹的姿态吸引了市场的关注。这给投资者提出了一个关键问题：<strong>是什么驱动了市场情绪的转变？</strong></p>
<p>对于 Marvell 来说，答案在于强劲的业务业绩基础，突然被一个特定的、增强信心的催化剂点燃。</p>
<h2>强劲基本面如何铺平突破之路</h2>
<p>在 7 月 30 日市场动向的头条新闻之前，Marvell 已经奠定了强劲基本业绩的基础。7 月 24 日，公司发布了 2026 财年第二季度业绩的初步报告，向市场发出信号，表明其业务进展超出预期。完整的第二季度财报预计将在 8 月 27 日市场收盘后发布。</p>
<p>管理层宣布预计收入和收益将达到之前指导范围的高端，意味着 <strong>收入接近或超过 21 亿美元</strong>，非 GAAP 每股收益（EPS）在 72 美分或以上。</p>
<p>公司将这一强劲表现归因于两个关键因素。首先，对其数据中心产品的需求，特别是与人工智能（AI）相关的产品，增长速度超出预期。这证实了其主要增长引擎的高效运作。</p>
<p>其次，管理层指出，其企业网络业务长期以来的库存调整终于显示出结束的迹象。这种稳定降低了公司的财务风险，并提供了更坚实的基础，使 Marvell 的高增长 AI 故事能够推动整体业绩。</p>
<h2>点燃反弹的催化剂</h2>
<p>这一火花出现在 7 月 30 日。当天 <strong>股价跳升的主要触发因素</strong> 是一份乐观的卖方报告，市场评论称，该报告特别针对并增强了投资者对 Marvell 与微软 NASDAQ: MSFT 的定制芯片关系的信心。</p>
<p>这一消息直接反驳了之前对股票的怀疑叙事。在反弹之前，Marvell 在一些对冲基金圈子中被视为热门做空对象，主要原因是对其主要客户项目的不确定性。</p>
<p>积极的分析师报告直接针对了这一担忧，有效中和了看跌论点的一个关键部分。这种情绪的转变伴随着摩根士丹利的一个具体市场信号，该公司 <strong>将该股的目标价从 73.00 美元上调至 80.00 美元</strong>。</p>
<p>市场的反应迅速而强烈。在前一天以 76.34 美元收盘后，Marvell 的股票在开盘时跳空上涨，交易日开始于 83.11 美元。这种显著的价格跳空是 <strong>压倒性盘前需求</strong> 的经典迹象，通常由大型机构基于新信息果断行动所驱动。</p>
<p>全天的高交易量证实这是一次广泛的市场行动，表明对该股的重大重新评估正在进行中。</p>
<h2>新信心为何是合理的</h2>
<p>这次反弹并非在真空中发生。公司的 <strong>强劲基本表现</strong> 完全支持了分析师报告所激发的新信心。市场在 7 月 30 日的强烈反应是投资者最终消化几天前揭示的坚实基本面新闻的直接和合乎逻辑的结果。</p>
<p>这种短期执行与公司的长期战略愿景完美契合。Marvell 的目标是到 2028 年 <strong>占据 20% 的定制 AI 芯片市场</strong>，这一目标将显著重塑其收入结构。强于预期的初步第二季度业绩和对其主要客户关系的重新信心，成为这一长期计划可实现现实的强有力的实时证明。</p>
<p>进一步巩固其战略地位，Marvell 最近任命了云软件领导者 Nutanix 的现任首席执行官 Rajiv Ramaswami 为董事会成员。这一举措为 Marvell 的领导层增添了丰富的相关云生态系统和软件专业知识，进一步使公司与其最重要客户的需求保持一致，并 <strong>增强了其未来的战略愿景</strong>。</p>
<h2>竞赛才刚刚开始</h2>
<h3>Marvell Technology, Inc. (MRVL) 2025 年 7 月 30 日的价格图表</h3>
<p>Marvell 股价的最近跳升代表了显著的情绪逆转。强劲的业务业绩基础，受到特定的、改变信心的催化剂的点燃，使得该股摆脱了之前的怀疑。这使得公司成为 AI 革命未来潜在被低估的架构师。</p>
<h2>你现在应该投资 1000 美元在 Marvell Technology 吗？</h2>
<p>在考虑 Marvell Technology 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前购买……而 Marvell Technology 并不在名单上。</p>
<p>虽然 Marvell Technology 目前在分析师中获得了中性买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

迈威尔科技

<p>迈威尔科技的股票趋势发生逆转，在一份看涨的分析师报告确认其初步收益并强调其在人工智能基础设施中的作用后，股价显著上涨。该公司报告了强劲的第二季度业绩，预计收入接近 21 亿美元，非 GAAP 每股收益在 72 美分或以上。积极的市场情绪进一步受到摩根士丹利将其目标股价从 73 美元上调至 80 美元的推动，显示出市场认知的重大转变。迈威尔计划到 2028 年占据 20% 的定制人工智能芯片市场，确立其在人工智能革命中的关键角色</p>

<p>Marvell Technology NASDAQ: MRVL, a company that experienced underperformance and became a favorite among short-selling skeptics through the first half of 2025, has recently demonstrated a significant shift in momentum.</p>
<div class="lb-trans"><p>Marvell Technology NASDAQ: MRVL，这家公司在 2025 年上半年经历了表现不佳，并成为做空怀疑者的宠儿，最近显示出显著的动能转变。</p>
</div><p>Over the past five days, the stock has begun to recover, and in the final days of July, it has shown breakout momentum, signaling an apparent change in narrative.</p>
<div class="lb-trans"><p>在过去五天里，股票开始恢复，并且在七月底的最后几天，显示出突破的动能，标志着叙事的明显变化。</p>
</div><p>Get <strong>Marvell Technology</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Marvell Technology</strong> 的提醒：</p>
</div><p>What was once a target for short-sellers has now captured market attention with what looks like the start of a powerful rally. This raises a crucial question for investors: <strong>What is driving the shift in market sentiment?</strong></p>
<div class="lb-trans"><p>曾经是做空者目标的公司，现在以看似强劲反弹的姿态吸引了市场的关注。这给投资者提出了一个关键问题：<strong>是什么驱动了市场情绪的转变？</strong></p>
</div><p>For Marvell, the answer lies in a foundation of strong business results, suddenly ignited by a specific, confidence-boosting catalyst.</p>
<div class="lb-trans"><p>对于 Marvell 来说，答案在于强劲的业务业绩基础，突然被一个特定的、增强信心的催化剂点燃。</p>
</div><h2>How Strong Fundamentals Paved the Way for a Breakout</h2>
<div class="lb-trans"><h2>强劲基本面如何铺平突破之路</h2>
</div><p>Before the market-moving headlines of July 30, Marvell had already laid a foundation of strong fundamental performance. On July 24, the company released a preliminary report on its second-quarter fiscal 2026 results, signaling to the market that its business was running ahead of schedule. The full Q2 earnings report is expected after market close on Aug. 27.</p>
<div class="lb-trans"><p>在 7 月 30 日市场动向的头条新闻之前，Marvell 已经奠定了强劲基本业绩的基础。7 月 24 日，公司发布了 2026 财年第二季度业绩的初步报告，向市场发出信号，表明其业务进展超出预期。完整的第二季度财报预计将在 8 月 27 日市场收盘后发布。</p>
</div><p>Management announced it expected revenue and earnings to finish at the high end of its previously guided range, implying <strong>revenue approaching or exceeding $2.1 billion</strong> and non-GAAP earnings per share (EPS) at or above 72 cents.</p>
<div class="lb-trans"><p>管理层宣布预计收入和收益将达到之前指导范围的高端，意味着 <strong>收入接近或超过 21 亿美元</strong>，非 GAAP 每股收益（EPS）在 72 美分或以上。</p>
</div><p>The company attributed this strength to two key factors. First, demand for its data center products, particularly those related to artificial intelligence (AI), accelerated faster than anticipated. This confirmed that its primary growth engine was performing at a high level.</p>
<div class="lb-trans"><p>公司将这一强劲表现归因于两个关键因素。首先，对其数据中心产品的需求，特别是与人工智能（AI）相关的产品，增长速度超出预期。这证实了其主要增长引擎的高效运作。</p>
</div><p>Second, management noted that the long-standing inventory correction in its enterprise networking business was finally showing signs of concluding. The stabilization de-risks the company's financial profile and provides a firmer foundation, allowing Marvell's high-growth AI story to drive overall results.</p>
<div class="lb-trans"><p>其次，管理层指出，其企业网络业务长期以来的库存调整终于显示出结束的迹象。这种稳定降低了公司的财务风险，并提供了更坚实的基础，使 Marvell 的高增长 AI 故事能够推动整体业绩。</p>
</div><h2>The Catalyst That Ignited the Rally</h2>
<div class="lb-trans"><h2>点燃反弹的催化剂</h2>
</div><p>That spark arrived on July 30. The <strong>primary trigger for the stock price jump</strong> on that day was a bullish sell-side report that, according to market commentary, specifically addressed and increased investor confidence in Marvell's custom-chip relationship with Microsoft NASDAQ: MSFT.</p>
<div class="lb-trans"><p>这一火花出现在 7 月 30 日。当天 <strong>股价跳升的主要触发因素</strong> 是一份乐观的卖方报告，市场评论称，该报告特别针对并增强了投资者对 Marvell 与微软 NASDAQ: MSFT 的定制芯片关系的信心。</p>
</div><p>The news directly countered the narrative of doubt that had weighed on the stock. Before the rally, Marvell was known as a favorite short play in some hedge fund circles, with uncertainty around its major customer programs being a primary reason for the skepticism.</p>
<div class="lb-trans"><p>这一消息直接反驳了之前对股票的怀疑叙事。在反弹之前，Marvell 在一些对冲基金圈子中被视为热门做空对象，主要原因是对其主要客户项目的不确定性。</p>
</div><p>The positive analyst note directly targeted this concern, effectively neutralizing a key part of the bearish argument. This sentiment shift was accompanied by a tangible market signal from Morgan Stanley, which <strong>raised its price target on the stock from $73.00 to $80.00</strong>.</p>
<div class="lb-trans"><p>积极的分析师报告直接针对了这一担忧，有效中和了看跌论点的一个关键部分。这种情绪的转变伴随着摩根士丹利的一个具体市场信号，该公司 <strong>将该股的目标价从 73.00 美元上调至 80.00 美元</strong>。</p>
</div><p>The market’s reaction was immediate and powerful. After closing the previous day at $76.34, Marvell's stock gapped up at the open, beginning the trading day at $83.11. This type of significant price gap is a classic sign of <strong>overwhelming pre-market demand</strong>, typically driven by large institutions acting decisively on new information.</p>
<div class="lb-trans"><p>市场的反应迅速而强烈。在前一天以 76.34 美元收盘后，Marvell 的股票在开盘时跳空上涨，交易日开始于 83.11 美元。这种显著的价格跳空是 <strong>压倒性盘前需求</strong> 的经典迹象，通常由大型机构基于新信息果断行动所驱动。</p>
</div><p>The high trading volume throughout the day confirmed this was a broad-based move, suggesting a significant re-evaluation of the stock was underway.</p>
<div class="lb-trans"><p>全天的高交易量证实这是一次广泛的市场行动，表明对该股的重大重新评估正在进行中。</p>
</div><h2>Why the New Confidence Is Justified</h2>
<div class="lb-trans"><h2>新信心为何是合理的</h2>
</div><p>The rally did not happen in a vacuum. The company's <strong>strong underlying performance</strong> fully supports the newfound confidence sparked by the analyst report. The market's strong reaction on July 30 was a direct and logical consequence of investors finally digesting the solid fundamental news revealed just days earlier.</p>
<div class="lb-trans"><p>这次反弹并非在真空中发生。公司的 <strong>强劲基本表现</strong> 完全支持了分析师报告所激发的新信心。市场在 7 月 30 日的强烈反应是投资者最终消化几天前揭示的坚实基本面新闻的直接和合乎逻辑的结果。</p>
</div><p>This near-term execution fits perfectly within the company's long-term strategic vision. Marvell's goal is to <strong>capture 20% of the custom AI chip market by 2028</strong>, an objective that would dramatically reshape its revenue profile. The stronger-than-expected preliminary Q2 results and the renewed confidence in its key customer relationships serve as powerful, real-time proof points that this long-term plan is an achievable reality.</p>
<div class="lb-trans"><p>这种短期执行与公司的长期战略愿景完美契合。Marvell 的目标是到 2028 年 <strong>占据 20% 的定制 AI 芯片市场</strong>，这一目标将显著重塑其收入结构。强于预期的初步第二季度业绩和对其主要客户关系的重新信心，成为这一长期计划可实现现实的强有力的实时证明。</p>
</div><p>Further bolstering its strategic position, Marvell recently appointed Rajiv Ramaswami, the current CEO of cloud software leader Nutanix, to its Board of Directors. This move adds a wealth of relevant cloud ecosystem and software expertise to Marvell's leadership, further aligning the company with the needs of its most important customers and <strong>strengthening its strategic vision for the future</strong>.</p>
<div class="lb-trans"><p>进一步巩固其战略地位，Marvell 最近任命了云软件领导者 Nutanix 的现任首席执行官 Rajiv Ramaswami 为董事会成员。这一举措为 Marvell 的领导层增添了丰富的相关云生态系统和软件专业知识，进一步使公司与其最重要客户的需求保持一致，并 <strong>增强了其未来的战略愿景</strong>。</p>
</div><h2>The Race Is Just Beginning</h2>
<div class="lb-trans"><h2>竞赛才刚刚开始</h2>
</div><h3>Marvell Technology, Inc. (MRVL) Price Chart for Wednesday, July, 30, 2025</h3>
<div class="lb-trans"><h3>Marvell Technology, Inc. (MRVL) 2025 年 7 月 30 日的价格图表</h3>
</div><p>The recent jump in Marvell's stock price represents what appears to be a significant sentiment reversal. A foundation of strong business results, ignited by a specific, confidence-shifting catalyst, has allowed the stock to break free from the skepticism that previously held it back. This positions the company as a potentially undervalued architect of the future of the AI Revolution.</p>
<div class="lb-trans"><p>Marvell 股价的最近跳升代表了显著的情绪逆转。强劲的业务业绩基础，受到特定的、改变信心的催化剂的点燃，使得该股摆脱了之前的怀疑。这使得公司成为 AI 革命未来潜在被低估的架构师。</p>
</div><h2>Should You Invest $1,000 in Marvell Technology Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 Marvell Technology 吗？</h2>
</div><p>Before you consider Marvell Technology, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Marvell Technology 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Marvell Technology wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前购买……而 Marvell Technology 并不在名单上。</p>
</div><p>While Marvell Technology currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Marvell Technology 目前在分析师中获得了中性买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

迈威尔科技如何从被做空的目标转变为市场的突破明星