<p>Marvell Technology 在周四早盘交易中再次迎来了股价上涨，此前华尔街分析师纷纷上调目标价，并且思科在报告盈利超预期和提高指引后股价大幅上涨，带来了强劲的市场反响。</p>
<p>在预计于 5 月 27 日发布的 2027 年第一季度财报之前，美国银行的 <strong>Vivek Arya</strong> 将这家芯片制造商的目标价从 125 美元上调至 200 美元，同时在周三维持了买入评级。Arya 称这家芯片制造商为 “首选”，强调了人工智能数据中心的总可寻址市场或未来市场规模的增长潜力，以及人工智能网络的作用——即为芯片、光学组件和服务器之间的数据传输提供动力的硬件，而 MRVL 在这方面具有专业优势，并且已经从像 Nvidia 这样的主要客户那里获得了订单。</p>
<p>高盛分析师在周三的报告中采取了更为谨慎的立场，尽管将其 12 个月目标价从 100 美元上调至 125 美元，但仍维持中性评级，并将其 2027/28 财年的每股收益预期上调了 5%。由 James Schneider 领导的分析师们预计 “Marvell 的数据中心业务将因超大规模云计算公司的资本支出增加而受益，光学网络业务也将有上行空间，并且可能会与谷歌达成新的合作关系”，同时指出整体人工智能支出放缓或在定制计算领域失去市场份额的潜在风险，是维持整体中性评级的原因。</p>
<p>在彭博社汇总的 50 位华尔街分析师的推荐中，86% 对 MRVL 给予买入评级，其余 7 位分析师则给予持有评级。周二晚些时候，超微半导体披露在 3 月底时增加了对 Marvell 的小额持股，价值约为 650 万美元。</p>
<p>此外，思科因强劲的盈利超预期和好于预期的下季度指引而大幅上涨，强烈表明超大规模云计算公司正在维持其重大的支出。思科和 Marvell 都与人工智能计算和数据中心建设相关的网络架构有关，但 Marvell 更专注于定制芯片，而思科则涉及人工智能/GPU 集群网络的交换和路由建设。</p>

思科

迈威尔科技

标普半导体 ETF - SPDR

<p>迈威尔科技的股票在思科发布强劲财报和分析师上调目标价后上涨。美国银行将迈威尔的目标价上调至 200 美元，维持买入评级，指出人工智能数据中心的增长。高盛将目标价提高至 125 美元，但维持中性评级，强调人工智能支出可能存在的风险。86% 的分析师建议买入迈威尔，同时 AMD 增加了对该公司的持股。思科的强劲表现表明超大规模市场的持续支出，这对两家公司在人工智能计算和数据中心开发方面都有利</p>

<p>Marvell Technology is enjoying another bump in its stock in early trading on Thursday following a series of target hikes from Wall Street analysts and strong readacross from Cisco, which is surging after reporting an earnings beat and a boost to guidance.</p>
<div class="lb-trans"><p>Marvell Technology 在周四早盘交易中再次迎来了股价上涨，此前华尔街分析师纷纷上调目标价，并且思科在报告盈利超预期和提高指引后股价大幅上涨，带来了强劲的市场反响。</p>
</div><p>Ahead of its Q1 2027 earnings, expected to be released on May 27, Bank of America’s <strong>Vivek Arya</strong> raised the chipmaker’s price target to $200, from $125, while maintaining a Buy rating on Wednesday. Calling the chipmaker a “top pick,” Arya highlighted the growing potential of AI data center’s total addressable market, or future market size, as well as the role of AI networking — the hardware that powers data transfers between chips, optical components, and servers, which MRVL specializes in, and has been bringing in deals from big clients like Nvidia — in that expansion.</p>
<div class="lb-trans"><p>在预计于 5 月 27 日发布的 2027 年第一季度财报之前，美国银行的 <strong>Vivek Arya</strong> 将这家芯片制造商的目标价从 125 美元上调至 200 美元，同时在周三维持了买入评级。Arya 称这家芯片制造商为 “首选”，强调了人工智能数据中心的总可寻址市场或未来市场规模的增长潜力，以及人工智能网络的作用——即为芯片、光学组件和服务器之间的数据传输提供动力的硬件，而 MRVL 在这方面具有专业优势，并且已经从像 Nvidia 这样的主要客户那里获得了订单。</p>
</div><p>Goldman Sachs analysts took a more cautious stance on a Wednesday note, sticking to its Neutral rating despite bumping its 12-month price target to $125, from $100 previously, as well as hiking its FY27/28 EPS estimates by 5%. The analysts, led by James Schneider, expect “upside to Marvell's Datacenter business driven by higher hyperscaler CapEx, upside in its optical networking business, and a potential new Google partnership,” whilst noting the potential risk in a slowdown in overall AI spending, or the loss market share in custom compute, as reasons for the overall neutral rating.</p>
<div class="lb-trans"><p>高盛分析师在周三的报告中采取了更为谨慎的立场，尽管将其 12 个月目标价从 100 美元上调至 125 美元，但仍维持中性评级，并将其 2027/28 财年的每股收益预期上调了 5%。由 James Schneider 领导的分析师们预计 “Marvell 的数据中心业务将因超大规模云计算公司的资本支出增加而受益，光学网络业务也将有上行空间，并且可能会与谷歌达成新的合作关系”，同时指出整体人工智能支出放缓或在定制计算领域失去市场份额的潜在风险，是维持整体中性评级的原因。</p>
</div><p>MRVL is rated as Buy by 86% of the 50 Wall Street analyst recommendations compiled by Bloomberg, with the remaining 7 analysts rating it as Hold. Late Tuesday. Advanced Micro Devices disclosed that it had increased its small stake in Marvell, worth ~$6.5 million at the end of March, in a quarterly filing.</p>
<div class="lb-trans"><p>在彭博社汇总的 50 位华尔街分析师的推荐中，86% 对 MRVL 给予买入评级，其余 7 位分析师则给予持有评级。周二晚些时候，超微半导体披露在 3 月底时增加了对 Marvell 的小额持股，价值约为 650 万美元。</p>
</div><p>Elsewhere, Cisco jumped on solid earnings beat and a better-than-expected next quarter guidance, in a strong nod that hyperscalers are maintaining their heavy spending. Both Cisco and Marvell are exposed to the network fabric around AI compute and the data center buildout, but Marvell focuses more on custom chips, while Cisco is exposed to the buildout of switching and routing for AI/GPU cluster networks.</p>
<div class="lb-trans"><p>此外，思科因强劲的盈利超预期和好于预期的下季度指引而大幅上涨，强烈表明超大规模云计算公司正在维持其重大的支出。思科和 Marvell 都与人工智能计算和数据中心建设相关的网络架构有关，但 Marvell 更专注于定制芯片，而思科则涉及人工智能/GPU 集群网络的交换和路由建设。</p>
</div>

Marvell rises after strong Cisco earnings and price target hikes from Bank of America and Goldman Sachs analysts

Sherwoodnews

费城交易所 半导体 ETF - iShares

Invesco PHLX Semiconductor ETF

纳斯达克半导体 ETF - First Trust

信息科技 ETF - Vanguard

半导体 3 倍做多 - Direxion

Direxion Daily CSCO Bull 2X Shares

半导体 ETF - VanEck Vectors

2 倍做多 MRVL ETF - GraniteShares

美国银行

高盛

英伟达

谷歌-A

谷歌-C

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

GS Hldg R

NVIDIA Corporation

在思科发布强劲财报后，迈威尔科技股价上涨，同时美国银行和高盛的分析师也上调了其目标价