迈威尔科技（MRVL）今日盘前大涨5.61%，投资者对该公司在人工智能（AI）芯片市场的前景表现出强烈信心。这一涨势与摩根士丹利最新发布的研报观点不谋而合，该报告强调了AI需求对半导体行业的持续利好影响。
根据摩根士丹利的分析，AI需求正在推动整个科技产业链的快速扩张。云服务提供商正在大幅增加资本支出，主要用于服务器投资和数据中心建设。这种趋势直接惠及包括迈威尔科技在内的半导体公司。报告特别指出，迈威尔科技预计将为亚马逊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，显示出公司在AI芯片市场的重要地位。
此外，摩根士丹利预测，2025年AI芯片相关的晶圆收入将达到145亿美元，高带宽内存（HBM）需求将接近2024年的两倍。这种行业整体的扩张趋势，加上迈威尔科技在AI芯片供应链中的关键角色，无疑增强了投资者对公司未来增长潜力的信心。随着AI技术的持续发展和应用范围的不断扩大，迈威尔科技有望从中获得更多的市场机会和增长动力。
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