迈威尔科技2025年AI基础设施网络研讨会摘要:研发投入进一步提升

华兴证券
Jul 03, 2025

美满电子预计公司有望充分受益于美国云服务厂商资本开支增长。公司持续在先进制程研发上进行投入。维持"买入"评级,目标价110.42 美元。美满电子于2025 年6 月举办 2025 年AI 基础设施网络研讨会。会议上CEO Matt Murphy表示:1)美国云服务厂商资本开支持续增长为美满电子提供了发展空间,其中美国四大云服务商资本开支2024 年增长至2,000 亿美元,公司预计2025 年有望...

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