迈威尔科技（Marvell Technology）周五盘中大跌5.05%，投资者对公司最新财报反应消极。尽管第一季度业绩基本符合预期，但AI业务增长放缓以及与亚马逊未来合作的不确定性引发市场担忧。
财报显示，迈威尔第一季度净营收为19亿美元，符合分析师预期的18.8亿美元；调整后每股收益为0.62美元，略高于预期的0.61美元。然而，市场更关注的是公司AI业务的发展前景。数据显示，数据中心业务收入环比增长仅为5.5%，增速明显放缓，这引发了投资者对公司AI业务持续增长能力的质疑。
此外，迈威尔与主要客户亚马逊的合作关系也成为投资者关注的焦点。有分析师指出，迈威尔与亚马逊Trainium 3和Trainium 4芯片的合作为2026年至2028年的前景蒙上了阴影。这种不确定性进一步加剧了市场对迈威尔长期增长潜力的担忧，成为推动股价下跌的重要因素。
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