芯片制造商迈威尔科技(MRVL.US)盘前涨2.4%。消息上，大摩确认迈威尔仍握微软AI芯片大单，维持90美元目标价。尽管迈威尔科技对项目进展表示乐观，预计2026年下半年产生首笔收入，但摩根士丹利仍持谨慎态度。

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