（以下内容从东吴证券《势对铜连接市场的驱动-算力周报：Marvell上调数据中心TAM，关注ASIC趋》研报附件原文摘录）投资要点Marvell上调数据中心TAM，定制芯片附件市场增速强劲。本周算力产业链相关公司股价涨幅显著，全周行情来看，数通PCB/CCL板块中沪电股份+11.89%、胜宏科技+8.12%、生益电子+6.89%；铜缆板块中瑞可达+6.64%、华丰科技+4.53%；光芯片板块中...
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