5月22日 - ** 券商Melius Research将芯片制造商Marvell科技MRVL.O的评级下调至 "持有",将目标价定为66美元。
** 与该股上次收盘价相比,PT仍意味着9.8%的上涨空间
** 券商 之前预计Marvell将因其定制芯片业务而表现出色,但现在认为这种情况可能不会发生
** 对Marvell在亚马逊AMZN.O和微软MSFT.O定制加速器项目中的角色以及来自其他公司的潜在竞争表示担忧
** 券商预计Marvell的光学人工智能业务将取得良好业绩,但认为这可能不足以抵消其他领域的问题。
** 称MRVL的传统业务(如工业、电信和企业网络)正在衰退,但可能会略有复苏
** 截至上一交易日收盘,MRVL 股价累计下跌 45.6
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