迈威尔科技(MRVL)今日盘前股价大幅上涨5.03%，报218.67美元/股，引发市场广泛关注。
消息面上，公司此前推出的Bravera SC6固态硬盘控制器、Structera X内存扩展平台及Photonic Fabric光子互联架构等AI内存基础设施方案利好持续发酵，市场对公司在AI数据中心领域布局的信心不断增强。期权市场方面，近日出现225万美元虚值看跌期权卖出大单押注股价长期不破150美元，叠加此前逾千万美元牛市看涨价差及多笔虚值看涨期权大单买入，看涨期权与看跌期权成交量比达1.36，看涨情绪主导市场。多家机构维持买入评级，平均目标价264.65美元，持续对股价形成支撑。
此外，知名私募东方港湾海外基金最新持仓披露显示，该基金二季度新买入了迈威尔科技，同时清仓了苹果、特斯拉等标的，转而加仓AI硬件相关公司，进一步体现了机构资金对AI硬件赛道的看好。
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