9月21日，迈威尔科技盘中上涨3.09%，报247.44美元/股，成交额5.23亿美元。
消息面上，迈威尔科技在欧洲光通信大会（ECOC）上演示业界首款基于2nm工艺的单通道400G光互连技术，支持AI数据中心网络从1.6T向3.2T及更高规格升级，旨在提高带宽密度并降低每比特功耗，缓解AI集群数据传输瓶颈。同日，摩根士丹利将迈威尔科技目标价从246美元上调至268美元，维持同等权重评级；据FactSet统计，分析师平均目标价为294.52美元，平均评级为"买入"。
此前，迈威尔科技已与GlobalFoundries扩大硅锗技术产能合作，美银分析师看好其定制AI芯片与XPU配套业务的长期增长空间。公司今年以来股价累计涨幅显著，核心逻辑在于定制AI芯片放量与高速光互连升级双线驱动。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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