迈威尔科技(MRVL)3月6日盘前大跌14.47%,引发市场广泛关注。
根据公司发布的2025财年第四季度业绩,虽然营收和利润超出预期,但其针对新一季度的业绩指引令投资者对其增长前景感到担忧,导致股价大跌。
具体来看,迈威尔科技第四季度营收达18.2亿美元,同比增长27.4%,高于市场预期18亿美元。得益于数据中心及AI业务表现强劲,公司本季度净利润2亿美元,实现转亏为盈。不过,公司预计2026财年第一季度营收18.8亿美元左右,虽符合分析师平均预期,但部分乐观预测高达20亿美元。
迈威尔科技一直被视为AI计算基础设施的主要受益者之一,其芯片设计服务帮助亚马逊等客户开发定制化数据中心芯片。然而,近期投资者担心一些客户可能减少支出,加之中国初创公司DeepSeek推出低成本AI模型等因素,令市场对迈威尔科技等AI芯片公司的长期增长前景感到疑虑。
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