美东时间12:08——Benchmark分析师Cody Acree在最新研报中表示，迈威尔科技（Marvell Technology）发布的第二季度财报虽然实现了营收与指引的“双重提升”，却未能满足市场在财报发布前已高高悬起的期待。Acree指出，公司业绩仅温和超出预期，而前景展望的上调幅度也“相对克制”，这显然无法支撑起一只在过去一个月内飙升约28%、过去六个月内暴涨196%的股票——尤其是在英伟达（NVIDIA）刚刚为AI财报季树立了更高标杆的次日。如此背景下，市场的负面反应并不出人意料。然而，Acree认为，股价下跌反而让这只股票更具吸引力——“在我们看来，当前估值提供了一个相较于财报发布前更为均衡的切入点，但仍需警惕2029财年定制化芯片规模与利润率执行方面的风险。”盘面上，迈威尔科技股价重挫10%。
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