8月4日，迈威尔科技盘中上涨8.13%，报218.61美元/股，成交额14.36亿美元。
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AI推理规模扩大使内存容量、带宽和连接能力与计算同等重要，更大模型和KV Cache正驱动内存需求激增。与此同时，半导体板块经历前一交易日大幅抛售后强势反弹，同行业个股英特尔涨7.13%，美国超微公司涨5.44%，美光科技涨4.82%，博通涨4.22%，板块情绪显著修复。光通信概念股同步拉升，Coherent涨超16%，Lumentum涨超11%，康宁涨超8%，进一步提振市场做多情绪。此外，近期多家机构集中上调迈威尔科技目标价，KeyBanc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，分析师平均目标价264.65美元，一致评级为买入，持续为股价反弹提供支撑。
（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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