Why Marvell Technology (MRVL) Stock Is Skyrocketing
Why Marvell Technology (MRVL) Stock Is Skyrocketing
Marvell Technology Inc (NASDAQ:MRVL) surged 11.3% to $121.33 on Friday, buoyed by Broadcom's robust earnings and optimistic AI growth projections, which highlighted the vast opportunities in the custom chip (ASIC) market.
邁威爾科技公司（納斯達克：MRVL）週五上漲11.3%，達到了121.33美元，這得益於博通強勁的盈利和樂觀的人工智能增長預期，突出定製芯片（ASIC）市場的廣闊機遇。
Both companies are major players in developing ASICs tailored for hyperscale AI infrastructure, essential for data centers supporting advanced AI workloads.
這兩家公司都是開發針對超大規模人工智能基礎設施的ASIC的主要參與者，這對支持先進人工智能工作負載的數據中心至關重要。
What Happened: Broadcom revealed its AI-related revenue is set to grow from $15-$20 billion in 2024 to $60-$90 billion by 2027, driven by surging demand from hyperscalers like Google.
發生了什麼：博通透露，其與人工智能相關的營業收入預計將從2024年的150億到200億增長到2027年的600億到900億，這一增長主要受到來自Google等超大規模客戶需求激增的推動。
Read Also: Broadcom Hits $1 Trillion Milestone: The Next Magnificent Tech Giant?
另請閱讀：博通達成1萬億里程碑：下一個傑出的科技巨頭？
While Broadcom leads in deploying 3nm ASICs, Marvell is well-positioned to benefit from this trend, serving overlapping customers with a complementary portfolio of custom chips and networking solutions critical for AI cluster performance.
雖然博通在部署3nm ASIC方面處於領先地位，但邁威爾在這個趨勢中處於有利位置，服務於重疊的客戶，提供一系列與人工智能集群性能密切相關的定製芯片和網絡解決方案。
The AI market's rapid expansion, with Broadcom projecting a 40%-50% annual growth rate in AI revenues, validates strong demand for ASIC technology. Marvell's expertise in high-speed data transport and networking, which connects compute nodes in AI systems, aligns it with this momentum.
人工智能市場的快速擴張，博通預計人工智能收入年增長率爲40%-50%，驗證了對ASIC技術的強勁需求。邁威爾在高速數據傳輸和網絡方面的專業知識，可以連接人工智能系統中的計算節點，符合這一勢頭。
Investors might see Marvell as a natural beneficiary of the growing AI serviceable available market (SAM), as it strengthens partnerships with hyperscalers and accelerates its own next-gen ASIC roadmap.
投資者可能會將邁威爾視爲不斷增長的人工智能可服務市場（SAM）的自然受益者，因爲它加強了與超大規模公司的合作，並加速了自身下一代ASIC的發展路線圖。
Read Also: Fed's December Meeting Could Crush Rate Cut Optimism For 2025
另請閱讀：聯儲局12月會議可能會打壓2025年的減息樂觀情緒。
Is MRVL A Good Stock To Buy?
MRVL是一個值得買入的股票嗎？
Wall Street analysts view Marvell Technology on the whole as a Outperform, given the history of coverage over the past three months. Christian Schwab from Craig-Hallum in Marvell Tech is the most optimistic, expecting a 50.0% rise in the stock in the coming year.
華爾街分析師總體上將邁威爾科技視爲優於大盤，考慮到過去三個月的覆蓋歷史。Craig-Hallum的Christian Schwab對邁威爾科技持最樂觀態度，預計該股票在未來一年將上漲50.0%。
But looking at how the market as a whole thinks of the stock, you can reference historical price action for views on whether investors feel strongly about the stock one way or another. In the past 3 months, Marvell Tech rose 61.12%, which indicates that opinion improved on the business and how attractive it is to own based on either its stock price, or underlying fundamentals, like revenue, which rose 6.84% over the past year.
但是，當我們觀察市場整體對該股票的看法時，可以參考歷史價格走勢以了解投資者是否對此股票有強烈的看法。在過去的三個月中，邁威爾科技上漲了61.12%，這表明市場對其業務和基於股票價格或底層基本面（如營業收入在過去一年中上漲了6.84%）的吸引力的看法改善了。
A complete overview of how Wall Street views individual stocks is available here, while real time updates on the latest analyst actions will be delivered via Benzinga PRO. Try it for free.
關於華爾街如何看待個別股票的完整概述可以在這裏找到，同時有關最新分析師行動的實時更新將通過Benzinga PRO提供。試用版可免費體驗。
According to data from Benzinga Pro, MRVL has a 52-week high of $121.86 and a 52-week low of $53.19.
根據Benzinga Pro的數據，MRVL的52周最高價爲121.86美元，52周最低價爲53.19美元。
譯文內容由第三人軟體翻譯。
