<p>進入 2025 年一個多月，投資者有很多財報需要消化。許多最引人注目的 “壯麗七俠” 科技股已經發布了財報，還有一些尚未發佈。其中一家公司尚未公佈財報，但在我認為的頂級科技股名單中，確實有可能在財報發佈後大幅上漲。但由於市場對高增長公司的期望不斷提高，當前的財報季可能是近年來最關鍵的時刻之一。</p>
<p>這與標準普爾 500 指數在過去一年中上漲了 23% 密切相關，使大多數頂級科技股處於十字路口。如果這些公司能夠繼續以驚人的速度超越財報預期，未來可能會有更多的上漲空間。然而，如果出現任何問題，或者投資者感覺前瞻性指引不夠理想，也可能面臨實質性的下行風險。這就是本次財報季的風險，而已經發布財報的許多公司的表現差異正反映了這一點。</p>
<p>話雖如此，以下三家公司是我認為在財報發佈後可能會有大幅上漲潛力的公司。讓我們深入探討它們各自的催化劑以及未來一個月可能推動其大幅波動的因素。</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>本文的關鍵點：</h2>
<ul>
<li>這三隻科技股是許多投資者在本財報季可能會密切關注的公司。</li>
<li>讓我們深入探討為什麼這些特定的公司在即將發佈的財報後可能具有巨大的上漲潛力。</li>
<li>如果你在尋找一些具有巨大潛力的股票，確保獲取我們 <strong>全新的《下一個 NVIDIA》報告</strong> 的免費副本。該報告介紹了一隻我們相信具有 10 倍潛力的軟件股票。</li>
</ul>
<h2>英偉達 (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>英偉達股票在智能手機上的展示</p>
<p><strong>英偉達</strong>（NASDAQ:NVDA）繼續在人工智能和半導體領域保持領先。該公司的創新圖形處理單元（GPU）對人工智能應用至關重要，隨着對人工智能技術需求的增長，英偉達成為關鍵參與者。分析師預計英偉達將保持其令人印象深刻的增長軌跡，特別是在其利用不斷擴大的人工智能市場時。該股票被視為強烈買入，反映出其強勁的表現和在 2025 年實現顯著回報的潛力。</p>
<p>此外，英偉達即將於 2025 年 2 月 26 日發佈的財報備受期待，儘管近期股票波動，分析師仍預測強勁增長。預計第四季度收入將達到 1292 億美元，盈利將達到 702 億美元，英偉達的年盈利增長率有望達到 24.5%。公司的財務健康狀況依然強勁，但其財報電話會議將在塑造投資者情緒方面至關重要。</p>
<p>儘管如此，英偉達仍然是人工智能基礎設施的領導者，雲計算巨頭們競相獲取其尖端芯片。微軟計劃進行 800 億美元的人工智能投資，而 Meta 則瞄準 600 億美元的支出。我認為企業的人工智能支出將是一個關鍵因素，同時也要關注該報告中關於支出增長（或缺乏增長）預期的公司評論。儘管競爭加劇，我認為英偉達在 DeepSeek 公告後股票價格的近期下跌提供了一個買入機會。</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>博通公司辦公室的標誌</p>
<p><strong>博通</strong>（NASDAQ:AVGO）已成為科技行業的關鍵參與者，特別是為谷歌和蘋果等大型科技公司設計的定製芯片。該公司報告稱，2024 年人工智能收入激增，超過 120 億美元，大多數分析師認為這一上升趨勢可能會持續。隨着大量的超越預期評級湧入，部分價格目標已達到 260 美元，儘管共識價格目標與當前股價相近，博通的股票仍可能有實質性的上漲空間。</p>
<p>博通的牛市前景主要集中在其即將於 2025 年 3 月 6 日發佈的財報上。預計該報告將展示強勁的增長，分析師預測公司的每股收益將激增至 1.27 美元，比去年增長 47.7%。預計收入將達到 146 億美元，反映出同比增長 22%。公司的 11% 股息增長進一步增強了投資者信心，而其半導體和基礎設施軟件部門繼續推動增長。博通上一次財報顯示收入增長了 51%，突顯了其穩健的財務狀況。我們需要看看下個季度是否會出現類似的情況。</p>
<p>憑藉涵蓋人工智能、大型機軟件和虛擬桌面的強大多元化業務組合，投資者有充分理由繼續關注這一股票。我認為，VMware 驅動的增長可能導致大幅超出預期的盈利表現，這一點尤其值得關注，但我們需要看看數字如何表現。在 2023 年底收購 VMware 後，博通實施了大幅提價，這應該在短期內改善基本面。然而，關於這些漲價如何推動未來需求的公司評論可能會在短期內引發一些波動。</p>
<h2>馬維爾科技 (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>半導體制造的視覺展示</p>
<p><strong>Marvell Technology</strong>（納斯達克：MRVL）是分析師對 2025 年持樂觀態度的另一隻股票。該公司專注於定製應用特定集成電路（ASIC），其數據中心銷售實現了顯著增長。預計與人工智能相關的銷售額今年將超過 25 億美元，Marvell 在滿足日益增長的人工智能解決方案需求方面處於良好位置。Oppenheimer 也將 Marvell 評為表現優於大盤，目標價為 125 美元。</p>
<p>Marvell Technology 預計將在 2025 年 3 月 6 日的財報中突出強勁增長，分析師預測每股收益為 0.59 美元，收入在 17 億到 19 億美元之間。該公司第三季度的 15.16 億美元收入超出預期，得益於人工智能驅動的需求和 19% 的環比增長。分析師對 Marvell 在定製人工智能硅片和雲互連解決方案方面的進展持樂觀態度。</p>
<p>Marvell Technology 在 2024 年飆升了 83%，作為新興的人工智能芯片參與者獲得了動力。其定製 ASIC 被主要雲服務提供商採用，減少了對英偉達的依賴，並降低了人工智能模型的成本。分析師預計每股收益將躍升 77% 至 2.76 美元，可能推動 2025 年進一步的股票上漲，並維持長期增長。</p>
<p>關於 “3 只在財報後可能飆升的科技股票” 的文章首發於 24/7 Wall St..</p>

博通

英偉達

<p>投資者正密切關注知名科技股的財報，特別是 “七大巨頭”。作為人工智能和半導體領域的領導者，英偉達預計將在第四季度報告強勁增長，收入達到 1292 億美元。博通也預計將顯示出顯著增長，預計每股收益增長 47.7%，收入為 146 億美元。本財報季至關重要，因為公司必須滿足市場的高期望，以避免潛在的下行風險</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>進入 2025 年一個多月，投資者有很多財報需要消化。許多最引人注目的 “壯麗七俠” 科技股已經發布了財報，還有一些尚未發佈。其中一家公司尚未公佈財報，但在我認為的頂級科技股名單中，確實有可能在財報發佈後大幅上漲。但由於市場對高增長公司的期望不斷提高，當前的財報季可能是近年來最關鍵的時刻之一。</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>這與標準普爾 500 指數在過去一年中上漲了 23% 密切相關，使大多數頂級科技股處於十字路口。如果這些公司能夠繼續以驚人的速度超越財報預期，未來可能會有更多的上漲空間。然而，如果出現任何問題，或者投資者感覺前瞻性指引不夠理想，也可能面臨實質性的下行風險。這就是本次財報季的風險，而已經發布財報的許多公司的表現差異正反映了這一點。</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>話雖如此，以下三家公司是我認為在財報發佈後可能會有大幅上漲潛力的公司。讓我們深入探討它們各自的催化劑以及未來一個月可能推動其大幅波動的因素。</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>本文的關鍵點：</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>這三隻科技股是許多投資者在本財報季可能會密切關注的公司。</li>
<li>讓我們深入探討為什麼這些特定的公司在即將發佈的財報後可能具有巨大的上漲潛力。</li>
<li>如果你在尋找一些具有巨大潛力的股票，確保獲取我們 <strong>全新的《下一個 NVIDIA》報告</strong> 的免費副本。該報告介紹了一隻我們相信具有 10 倍潛力的軟件股票。</li>
</ul>
</div><h2>Nvidia (NVDA)</h2>
<div class="lb-trans"><h2>英偉達 (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>英偉達股票在智能手機上的展示</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>英偉達</strong>（NASDAQ:NVDA）繼續在人工智能和半導體領域保持領先。該公司的創新圖形處理單元（GPU）對人工智能應用至關重要，隨着對人工智能技術需求的增長，英偉達成為關鍵參與者。分析師預計英偉達將保持其令人印象深刻的增長軌跡，特別是在其利用不斷擴大的人工智能市場時。該股票被視為強烈買入，反映出其強勁的表現和在 2025 年實現顯著回報的潛力。</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，英偉達即將於 2025 年 2 月 26 日發佈的財報備受期待，儘管近期股票波動，分析師仍預測強勁增長。預計第四季度收入將達到 1292 億美元，盈利將達到 702 億美元，英偉達的年盈利增長率有望達到 24.5%。公司的財務健康狀況依然強勁，但其財報電話會議將在塑造投資者情緒方面至關重要。</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>儘管如此，英偉達仍然是人工智能基礎設施的領導者，雲計算巨頭們競相獲取其尖端芯片。微軟計劃進行 800 億美元的人工智能投資，而 Meta 則瞄準 600 億美元的支出。我認為企業的人工智能支出將是一個關鍵因素，同時也要關注該報告中關於支出增長（或缺乏增長）預期的公司評論。儘管競爭加劇，我認為英偉達在 DeepSeek 公告後股票價格的近期下跌提供了一個買入機會。</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>博通公司辦公室的標誌</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）已成為科技行業的關鍵參與者，特別是為谷歌和蘋果等大型科技公司設計的定製芯片。該公司報告稱，2024 年人工智能收入激增，超過 120 億美元，大多數分析師認為這一上升趨勢可能會持續。隨着大量的超越預期評級湧入，部分價格目標已達到 260 美元，儘管共識價格目標與當前股價相近，博通的股票仍可能有實質性的上漲空間。</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將於 2025 年 3 月 6 日發佈的財報上。預計該報告將展示強勁的增長，分析師預測公司的每股收益將激增至 1.27 美元，比去年增長 47.7%。預計收入將達到 146 億美元，反映出同比增長 22%。公司的 11% 股息增長進一步增強了投資者信心，而其半導體和基礎設施軟件部門繼續推動增長。博通上一次財報顯示收入增長了 51%，突顯了其穩健的財務狀況。我們需要看看下個季度是否會出現類似的情況。</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>憑藉涵蓋人工智能、大型機軟件和虛擬桌面的強大多元化業務組合，投資者有充分理由繼續關注這一股票。我認為，VMware 驅動的增長可能導致大幅超出預期的盈利表現，這一點尤其值得關注，但我們需要看看數字如何表現。在 2023 年底收購 VMware 後，博通實施了大幅提價，這應該在短期內改善基本面。然而，關於這些漲價如何推動未來需求的公司評論可能會在短期內引發一些波動。</p>
</div><h2>Marvell Technology (MRVL)</h2>
<div class="lb-trans"><h2>馬維爾科技 (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>半導體制造的視覺展示</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>（納斯達克：MRVL）是分析師對 2025 年持樂觀態度的另一隻股票。該公司專注於定製應用特定集成電路（ASIC），其數據中心銷售實現了顯著增長。預計與人工智能相關的銷售額今年將超過 25 億美元，Marvell 在滿足日益增長的人工智能解決方案需求方面處於良好位置。Oppenheimer 也將 Marvell 評為表現優於大盤，目標價為 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 預計將在 2025 年 3 月 6 日的財報中突出強勁增長，分析師預測每股收益為 0.59 美元，收入在 17 億到 19 億美元之間。該公司第三季度的 15.16 億美元收入超出預期，得益於人工智能驅動的需求和 19% 的環比增長。分析師對 Marvell 在定製人工智能硅片和雲互連解決方案方面的進展持樂觀態度。</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 年飆升了 83%，作為新興的人工智能芯片參與者獲得了動力。其定製 ASIC 被主要雲服務提供商採用，減少了對英偉達的依賴，並降低了人工智能模型的成本。分析師預計每股收益將躍升 77% 至 2.76 美元，可能推動 2025 年進一步的股票上漲，並維持長期增長。</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>關於 “3 只在財報後可能飆升的科技股票” 的文章首發於 24/7 Wall St..</p>
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3 Tech Stocks that Could Soar After Earnings

- 投資者關注 2025 年第一季度財報，尤其是 “七大科技股”。  
- Nvidia、Broadcom 和 Marvell 被認為有較大上漲潛力。  
- 這些公司即將發佈財報，市場期待其業績表現。  

3 只可能在財報發佈後大漲的科技股