迈威尔科技(MRVL)今日盘中股价大幅下挫6.28%，表现显著弱于大盘。
消息面上，此次下跌可能由多重因素共同导致。首先，该股在近期经历了一轮超过50%的强劲反弹后，估值已较同行出现溢价，部分投资者选择获利了结，从而引发了股价回调。其次，市场对即将于5月27日发布的财报抱有极高期望，尤其是在其AI驱动的数据中心业务方面，任何增长势头可能放缓的迹象都会引发投资者的谨慎情绪。
此外，近期公司内部人士的减持活动，包括首席执行官等在过去90天内累计减持约2920万美元，被市场视为潜在的负面信号。同时，有报道称摩根大通否认了迈威尔科技已获得谷歌重大TPU业务订单的传闻，澄清尚未达成最终协议，这增加了市场对其AI增长叙事的不确定性。半导体行业整体的抛售情绪，可能也对该股造成了压力。
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