迈威尔科技(MRVL)盘前股价大涨5.61%,引发市场广泛关注。这一涨幅很可能与摩根士丹利最新发布的研报有关,该研报强调人工智能(AI)需求持续强劲,整个产业链呈现加速扩张态势。
根据摩根士丹利的报告,AI供应链正在全面扩张。报告预测,迈威尔科技将为亚马逊AWS Trainium2.5和微软Maia300分别预留3万片和2.5万片台积电的CoWoS封装产能。这一预测表明,迈威尔科技在快速增长的AI芯片市场中占据了重要位置。
此外,报告还指出,科技巨头们正在大幅增加AI相关的资本支出,为整个行业提供了强劲的增长动力。在这一背景下,迈威尔科技作为重要的AI芯片供应商之一,有望从行业增长中获益。投资者对公司未来的增长前景表现出强烈的信心,推动了股价的大幅上涨。
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