迈威尔科技(MRVL)今日盘前大涨13.95%，引起了市场的广泛关注。
消息面上，公司公布的2026财年第四季度业绩全线超出市场预期。财报显示，公司第四季度净收入达22.19亿美元，同比增长22%，创下历史新高；营业利润同比大幅增长72%。同时，公司对未来业绩给出了乐观指引，预计2027财年第一季度营收约为24.0亿美元（正负5%），显著高于分析师预期的22.7亿美元。
更令市场振奋的是，公司高管在电话会议中表示，得益于数据中心业务的持续强劲表现，预计2027财年总营收将同比增长超30%，逼近110亿美元；2028财年营收更有望激增近40%，冲击150亿美元大关。这一系列乐观预测主要源于人工智能数据中心对定制芯片、互连解决方案及SSD控制器等产品的旺盛需求，公司首席执行官马特·墨菲表示，在数据中心业务发力、订单量保持纪录增速的推动下，预计新财年每个季度的营收同比增速都将逐季加快。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.