异动解读 | 迈威尔科技盘前大涨10.59%,收购Celestial AI及强劲财报提振股价

异动解读
Dec 03, 2025

迈威尔科技(MRVL)今日盘前股价大涨10.59%,创下近期新高。这一显著涨幅引起了市场的广泛关注。

消息面上,公司宣布以32.5亿美元收购芯片初创公司Celestial AI,以增强其在人工智能和网络产品组合的竞争力。此次收购包括10亿美元现金和22.5亿美元的股票,预计将于2026财年第一季度完成。Celestial AI的光子学技术将助力Marvell在AI芯片领域与博通、英伟达等巨头竞争,并开拓一个价值100亿美元的新市场。

此外,迈威尔科技公布的第三季度财报显示,营收同比增长37%至20.75亿美元,超出市场预期。公司同时预计第四季度营收将达到22亿美元,同比增长37%,并预计下一财年数据中心收入将增长25%,定制芯片业务增长20%。这些乐观的业绩预期进一步增强了投资者信心。

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