BUZZ-TD Cowen 下调评级并下调 PT 后,Marvell Technology 下跌

路透中文
Oct 01, 2025
BUZZ-TD Cowen 下调评级并下调 PT 后,Marvell Technology 下跌

10月1日 - ** 网络和定制人工智能芯片制造商Marvell TechnologyMRVL.O股价盘前下跌2.3%,报82.14美元。

** TD Cowen将其评级从 "买入 "下调至 "持有",并将目标价从90美元下调至85美元。

** 券商认为该公司的定制专用处理器业务前景有限,且在近期股价上涨后竞争日益激烈。

** 认为定制芯片业务的不稳定性可能使MRVL难以实现数据中心业务的增长预期

** 认为Marvell的电子光学产品竞争日趋激烈;在近期股价上涨后表示风险/回报是平衡的

** Marvell 首席执行官 Matt Murphy 在 (link) 上表示,8 月份第三季度数据中心收入将环比持平。

** MRVL股价在9月份大涨近34%,但全年仍下跌24%。

** 42家券商中有31家对该股的评级为 "买入 "或更高,11家为 "持有";PT中值为90美元--数据由LSEG编制

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10