Marvell股价暴跌

半导体行业观察2025-12-09

据《MarketWatch》报导，迈威尔科技(Marvell Technology)的竞争地位今年一直是华尔街热烈讨论的焦点，而现在投资人似乎转趋悲观。迈威尔股价周一(8 日) 下跌6.99%，反映市场对该公司与亚马逊(Amazon)及微软(Microsoft) 合作业务的担忧。Benchmark 分析师Cody Acree 周一发布报告，将迈威尔股票评级由买进下调至持有，理由是他“高度确信公司已...

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下跌6.99%，反映市场对该公司与亚马逊(Amazon)及微软(Microsoft) 合作业务的担忧。Benchmark 分析师Cody Acree 周一发布报告，将迈威尔股票评级由买进下调至持有，理由是他“高度确信公司已...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251209100736a43c89d3&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2298321311.HKD","symbol_name":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251209100736a43c89d3&s=b","article_id":"2590339328","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251209100736a43c89d3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","BK4598":"佩洛西持仓","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC"},"translate_title":"Marvell Stock Plunges","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USAW.SI":0.6,"MRVL":1.96,"AMZN":0.9},"content_text":"据《MarketWatch》报导，迈威尔科技(Marvell Technology)的竞争地位今年一直是华尔街热烈讨论的焦点，而现在投资人似乎转趋悲观。迈威尔股价周一(8 日) 下跌6.99%，反映市场对该公司与亚马逊(Amazon)及微软(Microsoft) 合作业务的担忧。Benchmark 分析师Cody Acree 周一发布报告，将迈威尔股票评级由买进下调至持有，理由是他“高度确信公司已失去亚马逊Trainium 3 和Trainium 4 设计案”，而这些订单可能转向台湾的世芯(Alchip)。他的降评基于他在硅谷与产业人士交流后所得的讯息。Acree 表示，迈威尔上周公布财报后股价表现“异常亮眼”，但他建议投资人“先行获利了结”，因为市场对公司近期释放的亚马逊稳定讯号“过度乐观且误判”。他认为，从公司的自身展望来看，已透露出亚马逊客制化芯片业务可能流失的迹象。根据Acree，亚马逊与世芯合作，是希望在即将到来的芯片专案中采取“更具成本效益的设计、晶圆代工与后端支援模式”。他承认这次降评“相当具争议”，尤其是在迈威尔上周财报会议中强调，不预期明年来自亚马逊的营收会出现“断层”。 Acree 指出，亚马逊是Marvell XPU(客制化芯片) 最大客户，且迈威尔曾表示对未来订单具有高度可见度，可推动年度营收。Acree 表示，“我们相信公司对亚马逊年度营收增长的指引是坦诚的，但我们认为这主要依赖Trainium 2 的持续出货，以及Kuiper 低轨卫星计计划，而非卖方普遍认为已顺利转换到Trainium 3 的设计。”Acree 认为，Trainium 2 明年的出货量可能仍足以支持迈威尔的短期展望，因为客户目前仍在评估Trainium 3 的气冷版本，而其液冷版本至少要到2026 年中才会推出。此外，他从产业会议得知，亚马逊将为Trainium 3 与4 采用Synopsys 的SerDes(序列器/ 解序列器) 技术，这将进一步削弱迈威尔的相关业务。然而，Acree 表示，迈威尔预期其XPU 业务将在2028 财年迎来重新加速，来自一位新崛起的超大规模云端客户，而该项目将在后续年度逐步增量。迈威尔首席执行官Matt Murphy 上周在财报电话会议中表示，公司2028 财年的数据中心营收可能会较前一年“明显加速”。TD Cowen 分析师Joshua Buchalter 上周也表示，迈威尔对2028 年的展望，加上收购Celestial AI，“让多头有不少可以引用的利多论点。”他与其他分析师认为，迈威尔的新客户可能是微软，用于该公司的Maia AI 加速器。但《The Information》周五报导，微软正考虑由博通(Broadcom)(作为可能的芯片设计合作伙伴，这也在周一进一步拖累迈威尔股价。尽管长期展望正面，Buchalter 也表示，迈威尔在明年下半年仍有“很多需要证明的地方”，届时部分芯片项目将开始加速生产。（来源：半导体行业观察综合）*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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