【国联民生海外 | 美股周报】AI应用商业化加速,SpaceX估值或达8000亿美元

声鸣海外 Global
Dec 07, 2025

报告摘要美股重点科技公司动态Marvell:FY26Q3收入20.7亿美元,超彭博一致预期0.6%;调整后净利润6.6亿美元,超彭博一致预期1.8%。公司在XPU和XPU 附属领域累计赢得超过20个sockets;在两家美国一线hyperscalers锁定5个CXL sockets;AEC锁定两家美国一线hyperscalers以及多家新兴云服务商的订单。Salesforce:FY26Q3收入...

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