金吾财讯 | 迈威尔科技（MRVL）盘前上扬4.78%，暂报203.04美元。消息面上，迈威尔科技宣布将于8月4至6日推出AI内存与存储方案。公司表示，AI推理规模扩大使内存容量、带宽和连接能力与计算同等重要，更大模型和KV Cache正驱动内存需求激增。新技术通过优化数据靠近计算，提升硬件效率，CXL、高速存储及光互连或成下一阶段数据中心扩容关键。此外，近期多家知名投行纷纷上调该股目标价。其中，摩根士丹利分析师Joseph Moore维持迈威尔科技“持有”评级，并将目标价从103美元上调至195美元；华兴资本将迈威尔科技的目标价从247美元调整至276美元，维持“买入”评级；BNP Paribas将迈威尔科技的目标价从245美元调整至275美元，维持“跑赢大市”评级。
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