【5 月 8 日,投行 Cantor Fitzgerald 把迈威尔科技评级由“增持”降为“中性”,目标价猛砍超五成,从 125 美元降到 60 美元。】该行称,对迈威尔科技定制硅业务前景变差及主要客户流失的担忧持续增加,可能会给未来营收与获利带来打击。虽然该股股价自 1 月高点已大幅下降,市场或许已反映失去亚马逊 Trainium Gen3 订单的影响,但还未完全消化可能失去微软 Maia ...
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