<p>随着对人工智能（AI）需求的加剧，数据中心的支出正在迅速增长。<strong>Nvidia</strong> 迄今为止是最大的受益者，但投资者可以通过考虑 <strong>Marvell Technology</strong>（MRVL -2.23%）来扩大对芯片和其他数据中心组件日益增长需求的投资。</p>
<p>Marvell 是上个季度增长最快的半导体公司之一，收入同比激增 58%。该股票仍以合理的估值交易，使其成为对 AI 机会感兴趣的投资者的稳健选择。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI3Mjgvc3RvY2stbWFya2V0LWdyYXBoLWFuZC1jdXJyZW5jeS5qcGcmdz03MDA?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://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI3Mjgvc3RvY2stbWFya2V0LWdyYXBoLWFuZC1jdXJyZW5jeS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>为什么 Marvell 股票可以表现优于市场</h2>
<p>Marvell Technology 是关键数据中心组件的领导者，包括定制芯片和以太网连接。数据中心收入在过去三年中增长了两倍以上，现在占 Marvell 业务的 75%。</p>
<p>更高的数据中心收入提升了 Marvell 的利润率。上个季度强劲的收入增长推动了公司调整后的营业利润率显著提高。Marvell 最近出售了其汽车以太网业务，以将投资重定向到数据中心业务。管理层预计这一举措将推动进一步的利润扩张和收益增长。</p>
<p>分析师预计公司的收益将以 33% 的年化率增长，但该股票的交易价格仅为明年共识收益预期的 26 倍。这一增长可能在未来三年内使股票价格翻倍。</p>

迈威尔科技

<p>迈威尔科技（Marvell Technology，MRVL）因其在半导体行业的快速增长而被认为是一只强劲的人工智能股票，年收入同比增长 58%。该公司专注于数据中心组件，目前这些组件占其业务的 75%。分析师预计年收益增长为 33%，该股票的估值为明年收益预期的 26 倍，这表明在未来三年内有显著的价格上涨潜力</p>

<p>Spending on data centers is exploding as demand for artificial intelligence (AI) heats up. <strong>Nvidia</strong> has been the top beneficiary so far, but investors can broaden their exposure to the growing demand for chips and other data center components by considering <strong>Marvell Technology</strong>(MRVL -2.23%).</p>
<div class="lb-trans"><p>随着对人工智能（AI）需求的加剧，数据中心的支出正在迅速增长。<strong>Nvidia</strong> 迄今为止是最大的受益者，但投资者可以通过考虑 <strong>Marvell Technology</strong>（MRVL -2.23%）来扩大对芯片和其他数据中心组件日益增长需求的投资。</p>
</div><p>Marvell was one of the fastest-growing semiconductor companies last quarter, with revenue surging 58% year over year. The stock still trades at a reasonable valuation, making it a solid option for investors interested in the AI opportunity.</p>
<div class="lb-trans"><p>Marvell 是上个季度增长最快的半导体公司之一，收入同比激增 58%。该股票仍以合理的估值交易，使其成为对 AI 机会感兴趣的投资者的稳健选择。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI3Mjgvc3RvY2stbWFya2V0LWdyYXBoLWFuZC1jdXJyZW5jeS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F832728%2Fstock-market-graph-and-currency.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Why Marvell stock can outperform</h2>
<div class="lb-trans"><h2>为什么 Marvell 股票可以表现优于市场</h2>
</div><p>Marvell Technology is a leader in key data center components, including custom chips and Ethernet connectivity. Data center revenue has more than doubled over the last three years and now comprises 75% of Marvell's business.</p>
<div class="lb-trans"><p>Marvell Technology 是关键数据中心组件的领导者，包括定制芯片和以太网连接。数据中心收入在过去三年中增长了两倍以上，现在占 Marvell 业务的 75%。</p>
</div><p>The higher data center revenue has lifted Marvell's margins. Strong revenue growth last quarter drove a significant increase in the company's adjusted operating margin. Marvell recently sold off its automotive Ethernet business to redirect investment to its data center business. Management expects this move to drive further margin expansion and earnings growth.</p>
<div class="lb-trans"><p>更高的数据中心收入提升了 Marvell 的利润率。上个季度强劲的收入增长推动了公司调整后的营业利润率显著提高。Marvell 最近出售了其汽车以太网业务，以将投资重定向到数据中心业务。管理层预计这一举措将推动进一步的利润扩张和收益增长。</p>
</div><p>Analysts expect the company's earnings to grow at an annualized rate of 33%, yet the stock trades at a very reasonable 26 times next year's consensus earnings estimate. This growth could potentially double the stock's price in the next three years.</p>
<div class="lb-trans"><p>分析师预计公司的收益将以 33% 的年化率增长，但该股票的交易价格仅为明年共识收益预期的 26 倍。这一增长可能在未来三年内使股票价格翻倍。</p>
</div>

目前值得购买的最佳人工智能（AI）股票之一是什么？