异动解读 | 英伟达CEO黄仁勋力挺,2倍做多MRVL ETF盘中暴涨58.02%

异动解读
Jun 03

2倍做多MRVL ETF-GraniteShares(代码:MVLL)今日盘中出现大幅上涨,涨幅达到58.02%,引起了市场的强烈关注。

此次股价异动的主要驱动力来自于其标的资产——迈威尔科技(MRVL)的利好消息。英伟达(NVDA)首席执行官黄仁勋公开表示,得益于人工智能(AI)硬件的强劲需求,迈威尔科技有望成为下一家市值突破万亿美元的公司。作为AI领域的权威人物,黄仁勋的此番言论为市场注入了强大的信心。

消息面上,英伟达与迈威尔科技的合作关系紧密,前者在三个月前已投资20亿美元入股后者,双方正致力于扩展下一代AI数据中心的网络与连接基础设施。此外,迈威尔科技同日发布了业界首款102.4Tbps AI数据中心交换机Teralynx T100,进一步巩固了其在AI基础设施芯片领域的领先地位。公司此前公布的创纪录第一季度营收以及定制芯片业务的宏伟营收目标,也共同构成了股价上涨的基本面支撑。

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