迈威尔科技（MRVL）今日夜盘股价大幅上涨14.96%，引起了市场的广泛关注。
消息面上，公司公布了强劲的2026财年第四季度及全年业绩。第四季度净收入达22.19亿美元，同比增长22%，超出指引；全年营收创下81.95亿美元的历史新高。更关键的是，公司给出了远超市场预期的2027财年第一季度业绩指引，预计营收约为24.0亿美元（正负5%），高于分析师预期的22.7亿美元。同时，公司高管预计2027财年总营收将同比增长超30%，逼近110亿美元；2028财年营收更有望激增近40%，冲击150亿美元大关。
这一系列乐观预测主要得益于数据中心业务的持续强劲，尤其是在人工智能（AI）应用推动下，市场对其定制芯片、互连解决方案及SSD控制器等产品的需求旺盛。公司首席执行官表示，在数据中心业务发力、订单量保持纪录增速的推动下，预计新财年每个季度的营收同比增速都将逐季加快。
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