迈威尔科技（MRVL）今日盘中股价大涨10.08%，引发市场广泛关注。此前该股在盘前交易时段已展现强劲涨势，延续了光通信及半导体板块的整体上行趋势。
消息面上，迈威尔科技宣布将于8月4至6日推出AI内存与存储方案。公司表示，随着AI推理规模不断扩大，内存容量、带宽和连接能力已与计算能力同等重要，更大规模的模型和KV Cache正驱动内存需求激增。新技术通过优化数据靠近计算，提升硬件效率，CXL、高速存储及光互连有望成为下一阶段数据中心扩容的关键。
此外，近期多家知名机构集中上调迈威尔科技目标价的消息持续发酵。KeyBanc将该股目标价上调至400美元，华兴资本上调至276美元，法国巴黎银行上调至275美元，摩根士丹利也将目标价从103美元上调至195美元。44位覆盖该股的分析师中绝大多数维持买入评级，平均目标价达264.65美元，远高于当前股价水平，为股价反弹提供了有力支撑。
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