<p>Marvell Technology 在週四早盤交易中再次迎來了股價上漲，此前華爾街分析師紛紛上調目標價，並且思科在報告盈利超預期和提高指引後股價大幅上漲，帶來了強勁的市場反響。</p>
<p>在預計於 5 月 27 日發佈的 2027 年第一季度財報之前，美國銀行的 <strong>Vivek Arya</strong> 將這家芯片製造商的目標價從 125 美元上調至 200 美元，同時在週三維持了買入評級。Arya 稱這家芯片製造商為 “首選”，強調了人工智能數據中心的總可尋址市場或未來市場規模的增長潛力，以及人工智能網絡的作用——即為芯片、光學組件和服務器之間的數據傳輸提供動力的硬件，而 MRVL 在這方面具有專業優勢，並且已經從像 Nvidia 這樣的主要客户那裏獲得了訂單。</p>
<p>高盛分析師在週三的報告中採取了更為謹慎的立場，儘管將其 12 個月目標價從 100 美元上調至 125 美元，但仍維持中性評級，並將其 2027/28 財年的每股收益預期上調了 5%。由 James Schneider 領導的分析師們預計 “Marvell 的數據中心業務將因超大規模雲計算公司的資本支出增加而受益，光學網絡業務也將有上行空間，並且可能會與谷歌達成新的合作關係”，同時指出整體人工智能支出放緩或在定製計算領域失去市場份額的潛在風險，是維持整體中性評級的原因。</p>
<p>在彭博社匯總的 50 位華爾街分析師的推薦中，86% 對 MRVL 給予買入評級，其餘 7 位分析師則給予持有評級。週二晚些時候，超微半導體披露在 3 月底時增加了對 Marvell 的小額持股，價值約為 650 萬美元。</p>
<p>此外，思科因強勁的盈利超預期和好於預期的下季度指引而大幅上漲，強烈表明超大規模雲計算公司正在維持其重大的支出。思科和 Marvell 都與人工智能計算和數據中心建設相關的網絡架構有關，但 Marvell 更專注於定製芯片，而思科則涉及人工智能/GPU 集羣網絡的交換和路由建設。</p>

思科

邁威爾科技

標普半導體 ETF - SPDR

<p>邁威爾科技的股票在思科發佈強勁財報和分析師上調目標價後上漲。美國銀行將邁威爾的目標價上調至 200 美元，維持買入評級，指出人工智能數據中心的增長。高盛將目標價提高至 125 美元，但維持中性評級，強調人工智能支出可能存在的風險。86% 的分析師建議買入邁威爾，同時 AMD 增加了對該公司的持股。思科的強勁表現表明超大規模市場的持續支出，這對兩家公司在人工智能計算和數據中心開發方面都有利</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 在週四早盤交易中再次迎來了股價上漲，此前華爾街分析師紛紛上調目標價，並且思科在報告盈利超預期和提高指引後股價大幅上漲，帶來了強勁的市場反響。</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>在預計於 5 月 27 日發佈的 2027 年第一季度財報之前，美國銀行的 <strong>Vivek Arya</strong> 將這家芯片製造商的目標價從 125 美元上調至 200 美元，同時在週三維持了買入評級。Arya 稱這家芯片製造商為 “首選”，強調了人工智能數據中心的總可尋址市場或未來市場規模的增長潛力，以及人工智能網絡的作用——即為芯片、光學組件和服務器之間的數據傳輸提供動力的硬件，而 MRVL 在這方面具有專業優勢，並且已經從像 Nvidia 這樣的主要客户那裏獲得了訂單。</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>高盛分析師在週三的報告中採取了更為謹慎的立場，儘管將其 12 個月目標價從 100 美元上調至 125 美元，但仍維持中性評級，並將其 2027/28 財年的每股收益預期上調了 5%。由 James Schneider 領導的分析師們預計 “Marvell 的數據中心業務將因超大規模雲計算公司的資本支出增加而受益，光學網絡業務也將有上行空間，並且可能會與谷歌達成新的合作關係”，同時指出整體人工智能支出放緩或在定製計算領域失去市場份額的潛在風險，是維持整體中性評級的原因。</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>在彭博社匯總的 50 位華爾街分析師的推薦中，86% 對 MRVL 給予買入評級，其餘 7 位分析師則給予持有評級。週二晚些時候，超微半導體披露在 3 月底時增加了對 Marvell 的小額持股，價值約為 650 萬美元。</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，思科因強勁的盈利超預期和好於預期的下季度指引而大幅上漲，強烈表明超大規模雲計算公司正在維持其重大的支出。思科和 Marvell 都與人工智能計算和數據中心建設相關的網絡架構有關，但 Marvell 更專注於定製芯片，而思科則涉及人工智能/GPU 集羣網絡的交換和路由建設。</p>
</div>

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

Sherwoodnews

費城交易所 半導體 ETF - iShares

Invesco PHLX Semiconductor ETF

納斯達克半導體 ETF - First Trust

信息科技 ETF - Vanguard

半導體 3 倍做多 - Direxion

Direxion Daily CSCO Bull 2X Shares

半導體 ETF - VanEck Vectors

2 倍做多 MRVL ETF - GraniteShares

美國銀行

高盛

英偉達

谷歌-A

谷歌-C

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在思科發佈強勁財報後，邁威爾科技股價上漲，同時美國銀行和高盛的分析師也上調了其目標價