迈威尔科技今日盘中大涨5.06%，表现显著强于大盘。
消息面上，此次股价上涨主要受到两大因素提振。首先，瑞银发布研报，将迈威尔科技的目标价从230美元大幅上调至340美元，并维持“买入”评级。瑞银看好该公司在AI数据中心基础设施领域的增长前景，特别是其CXL高速互连业务，预计到2028年相关收入将达到约20亿美元，同时将公司2028年总营收预测上调至239亿美元。此外，公司推出的业界首款专为AI设计的102.4 Tbps交换芯片Teralynx T100，也被视为未来增长的关键驱动力。
其次，半导体板块今日整体走强，为个股提供了良好的市场环境。日本半导体制造装置协会大幅上调了行业设备销售预期，反映出AI服务器芯片需求持续火热，带动了存储芯片等相关概念股的普遍上涨。
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