<p>Marvell Technology NASDAQ: MRVL，這家公司在 2025 年上半年經歷了表現不佳，併成為做空懷疑者的寵兒，最近顯示出顯著的動能轉變。</p>
<p>在過去五天裏，股票開始恢復，並且在七月底的最後幾天，顯示出突破的動能，標誌着敍事的明顯變化。</p>
<p>獲取 <strong>Marvell Technology</strong> 的提醒：</p>
<p>曾經是做空者目標的公司，現在以看似強勁反彈的姿態吸引了市場的關注。這給投資者提出了一個關鍵問題：<strong>是什麼驅動了市場情緒的轉變？</strong></p>
<p>對於 Marvell 來説，答案在於強勁的業務業績基礎，突然被一個特定的、增強信心的催化劑點燃。</p>
<h2>強勁基本面如何鋪平突破之路</h2>
<p>在 7 月 30 日市場動向的頭條新聞之前，Marvell 已經奠定了強勁基本業績的基礎。7 月 24 日，公司發佈了 2026 財年第二季度業績的初步報告，向市場發出信號，表明其業務進展超出預期。完整的第二季度財報預計將在 8 月 27 日市場收盤後發佈。</p>
<p>管理層宣佈預計收入和收益將達到之前指導範圍的高端，意味着 <strong>收入接近或超過 21 億美元</strong>，非 GAAP 每股收益（EPS）在 72 美分或以上。</p>
<p>公司將這一強勁表現歸因於兩個關鍵因素。首先，對其數據中心產品的需求，特別是與人工智能（AI）相關的產品，增長速度超出預期。這證實了其主要增長引擎的高效運作。</p>
<p>其次，管理層指出，其企業網絡業務長期以來的庫存調整終於顯示出結束的跡象。這種穩定降低了公司的財務風險，並提供了更堅實的基礎，使 Marvell 的高增長 AI 故事能夠推動整體業績。</p>
<h2>點燃反彈的催化劑</h2>
<p>這一火花出現在 7 月 30 日。當天 <strong>股價跳升的主要觸發因素</strong> 是一份樂觀的賣方報告，市場評論稱，該報告特別針對並增強了投資者對 Marvell 與微軟 NASDAQ: MSFT 的定製芯片關係的信心。</p>
<p>這一消息直接反駁了之前對股票的懷疑敍事。在反彈之前，Marvell 在一些對沖基金圈子中被視為熱門做空對象，主要原因是對其主要客户項目的不確定性。</p>
<p>積極的分析師報告直接針對了這一擔憂，有效中和了看跌論點的一個關鍵部分。這種情緒的轉變伴隨着摩根士丹利的一個具體市場信號，該公司 <strong>將該股的目標價從 73.00 美元上調至 80.00 美元</strong>。</p>
<p>市場的反應迅速而強烈。在前一天以 76.34 美元收盤後，Marvell 的股票在開盤時跳空上漲，交易日開始於 83.11 美元。這種顯著的價格跳空是 <strong>壓倒性盤前需求</strong> 的經典跡象，通常由大型機構基於新信息果斷行動所驅動。</p>
<p>全天的高交易量證實這是一次廣泛的市場行動，表明對該股的重大重新評估正在進行中。</p>
<h2>新信心為何是合理的</h2>
<p>這次反彈並非在真空中發生。公司的 <strong>強勁基本表現</strong> 完全支持了分析師報告所激發的新信心。市場在 7 月 30 日的強烈反應是投資者最終消化幾天前揭示的堅實基本面新聞的直接和合乎邏輯的結果。</p>
<p>這種短期執行與公司的長期戰略願景完美契合。Marvell 的目標是到 2028 年 <strong>佔據 20% 的定製 AI 芯片市場</strong>，這一目標將顯著重塑其收入結構。強於預期的初步第二季度業績和對其主要客户關係的重新信心，成為這一長期計劃可實現現實的強有力的實時證明。</p>
<p>進一步鞏固其戰略地位，Marvell 最近任命了雲軟件領導者 Nutanix 的現任首席執行官 Rajiv Ramaswami 為董事會成員。這一舉措為 Marvell 的領導層增添了豐富的相關雲生態系統和軟件專業知識，進一步使公司與其最重要客户的需求保持一致，並 <strong>增強了其未來的戰略願景</strong>。</p>
<h2>競賽才剛剛開始</h2>
<h3>Marvell Technology, Inc. (MRVL) 2025 年 7 月 30 日的價格圖表</h3>
<p>Marvell 股價的最近跳升代表了顯著的情緒逆轉。強勁的業務業績基礎，受到特定的、改變信心的催化劑的點燃，使得該股擺脱了之前的懷疑。這使得公司成為 AI 革命未來潛在被低估的架構師。</p>
<h2>你現在應該投資 1000 美元在 Marvell Technology 嗎？</h2>
<p>在考慮 Marvell Technology 之前，你需要聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦給客户的股票。MarketBeat 已識別出五隻股票，頂級分析師正在悄悄地向客户推薦在更廣泛的市場注意到之前購買……而 Marvell Technology 並不在名單上。</p>
<p>雖然 Marvell Technology 目前在分析師中獲得了中性買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
<p>在這裏查看這五隻股票</p>

邁威爾科技

<p>邁威爾科技的股票趨勢發生逆轉，在一份看漲的分析師報告確認其初步收益並強調其在人工智能基礎設施中的作用後，股價顯著上漲。該公司報告了強勁的第二季度業績，預計收入接近 21 億美元，非 GAAP 每股收益在 72 美分或以上。積極的市場情緒進一步受到摩根士丹利將其目標股價從 73 美元上調至 80 美元的推動，顯示出市場認知的重大轉變。邁威爾計劃到 2028 年佔據 20% 的定製人工智能芯片市場，確立其在人工智能革命中的關鍵角色</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，這家公司在 2025 年上半年經歷了表現不佳，併成為做空懷疑者的寵兒，最近顯示出顯著的動能轉變。</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>在過去五天裏，股票開始恢復，並且在七月底的最後幾天，顯示出突破的動能，標誌着敍事的明顯變化。</p>
</div><p>Get <strong>Marvell Technology</strong> alerts:</p>
<div class="lb-trans"><p>獲取 <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>曾經是做空者目標的公司，現在以看似強勁反彈的姿態吸引了市場的關注。這給投資者提出了一個關鍵問題：<strong>是什麼驅動了市場情緒的轉變？</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>對於 Marvell 來説，答案在於強勁的業務業績基礎，突然被一個特定的、增強信心的催化劑點燃。</p>
</div><h2>How Strong Fundamentals Paved the Way for a Breakout</h2>
<div class="lb-trans"><h2>強勁基本面如何鋪平突破之路</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 日市場動向的頭條新聞之前，Marvell 已經奠定了強勁基本業績的基礎。7 月 24 日，公司發佈了 2026 財年第二季度業績的初步報告，向市場發出信號，表明其業務進展超出預期。完整的第二季度財報預計將在 8 月 27 日市場收盤後發佈。</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>管理層宣佈預計收入和收益將達到之前指導範圍的高端，意味着 <strong>收入接近或超過 21 億美元</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>公司將這一強勁表現歸因於兩個關鍵因素。首先，對其數據中心產品的需求，特別是與人工智能（AI）相關的產品，增長速度超出預期。這證實了其主要增長引擎的高效運作。</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，管理層指出，其企業網絡業務長期以來的庫存調整終於顯示出結束的跡象。這種穩定降低了公司的財務風險，並提供了更堅實的基礎，使 Marvell 的高增長 AI 故事能夠推動整體業績。</p>
</div><h2>The Catalyst That Ignited the Rally</h2>
<div class="lb-trans"><h2>點燃反彈的催化劑</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>這一火花出現在 7 月 30 日。當天 <strong>股價跳升的主要觸發因素</strong> 是一份樂觀的賣方報告，市場評論稱，該報告特別針對並增強了投資者對 Marvell 與微軟 NASDAQ: MSFT 的定製芯片關係的信心。</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>這一消息直接反駁了之前對股票的懷疑敍事。在反彈之前，Marvell 在一些對沖基金圈子中被視為熱門做空對象，主要原因是對其主要客户項目的不確定性。</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>積極的分析師報告直接針對了這一擔憂，有效中和了看跌論點的一個關鍵部分。這種情緒的轉變伴隨着摩根士丹利的一個具體市場信號，該公司 <strong>將該股的目標價從 73.00 美元上調至 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>市場的反應迅速而強烈。在前一天以 76.34 美元收盤後，Marvell 的股票在開盤時跳空上漲，交易日開始於 83.11 美元。這種顯著的價格跳空是 <strong>壓倒性盤前需求</strong> 的經典跡象，通常由大型機構基於新信息果斷行動所驅動。</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>全天的高交易量證實這是一次廣泛的市場行動，表明對該股的重大重新評估正在進行中。</p>
</div><h2>Why the New Confidence Is Justified</h2>
<div class="lb-trans"><h2>新信心為何是合理的</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>這次反彈並非在真空中發生。公司的 <strong>強勁基本表現</strong> 完全支持了分析師報告所激發的新信心。市場在 7 月 30 日的強烈反應是投資者最終消化幾天前揭示的堅實基本面新聞的直接和合乎邏輯的結果。</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>這種短期執行與公司的長期戰略願景完美契合。Marvell 的目標是到 2028 年 <strong>佔據 20% 的定製 AI 芯片市場</strong>，這一目標將顯著重塑其收入結構。強於預期的初步第二季度業績和對其主要客户關係的重新信心，成為這一長期計劃可實現現實的強有力的實時證明。</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>進一步鞏固其戰略地位，Marvell 最近任命了雲軟件領導者 Nutanix 的現任首席執行官 Rajiv Ramaswami 為董事會成員。這一舉措為 Marvell 的領導層增添了豐富的相關雲生態系統和軟件專業知識，進一步使公司與其最重要客户的需求保持一致，並 <strong>增強了其未來的戰略願景</strong>。</p>
</div><h2>The Race Is Just Beginning</h2>
<div class="lb-trans"><h2>競賽才剛剛開始</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 日的價格圖表</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 股價的最近跳升代表了顯著的情緒逆轉。強勁的業務業績基礎，受到特定的、改變信心的催化劑的點燃，使得該股擺脱了之前的懷疑。這使得公司成為 AI 革命未來潛在被低估的架構師。</p>
</div><h2>Should You Invest $1,000 in Marvell Technology Right Now?</h2>
<div class="lb-trans"><h2>你現在應該投資 1000 美元在 Marvell Technology 嗎？</h2>
</div><p>Before you consider Marvell Technology, you'll want to hear this.</p>
<div class="lb-trans"><p>在考慮 Marvell Technology 之前，你需要聽聽這個。</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 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦給客户的股票。MarketBeat 已識別出五隻股票，頂級分析師正在悄悄地向客户推薦在更廣泛的市場注意到之前購買……而 Marvell Technology 並不在名單上。</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>雖然 Marvell Technology 目前在分析師中獲得了中性買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在這裏查看這五隻股票</p>
</div>

邁威爾科技如何從被做空的目標轉變為市場的突破明星