黄仁勋一句话让Marvell市值暴涨超620亿美元，光通信还能狂飙多久

澎湃新闻06-03 19:39

黄仁勋公开看好美股光通信龙头、美国半导体设计公司Marvell（美满电子）成为下一家万亿美元市值公司，点燃美股光通信板块。　　6月2日，在COMPUTEX 2026（台北国际电脑展）上，英伟达CEO黄仁勋和Marvell的CEO马特·墨菲（Matthew Murphy）同台对谈。在对话中，黄仁勋盛赞Marvell在AI（人工智能）基建供应链中的价值，称Marvell注定将成为“下一家万亿美元公司”...

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Marvell market value soar over 62 billion dollars, how long can optical communication soar","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/cbd38a0b23f22749b84cda6877623b6c","symbols_score_info":{"NVDQ":0.6,"NVDO":0.6,"NVII":0.6,"ANV":0.6,"2NVD.UK":0.6,"NVDL":0.6,"NVIW.SI":0.6,"AVGX":0.6,"NVDG":0.6,"NVD":0.6,"NVDB":0.6,"NVDX":0.6,"AVL":0.6,"DIPS":0.6,"NVDW":0.6,"NVDA":1.87,"07788":0.6,"AVGU":0.6,"MRVL":1.97,"07388":0.6,"SNVD.UK":0.6,"NVDS":0.6,"NVDS.UK":0.6,"AVGW":0.6,"AVGO":1.84,"NVD2.UK":0.6,"3NVD.UK":0.6,"NVDD":0.6,"NVDU":0.6,"NVYY":0.6,"MRVU":0.6,"AVS":0.6,"NVD3.UK":0.6,"NVDY":0.6,"AVGG":0.6,"MVLL":0.6},"content_text":"黄仁勋公开看好美股光通信龙头、美国半导体设计公司Marvell（美满电子）成为下一家万亿美元市值公司，点燃美股光通信板块。　　6月2日，在COMPUTEX 2026（台北国际电脑展）上，英伟达CEO黄仁勋和Marvell的CEO马特·墨菲（Matthew Murphy）同台对谈。在对话中，黄仁勋盛赞Marvell在AI（人工智能）基建供应链中的价值，称Marvell注定将成为“下一家万亿美元公司”。　　黄仁勋解释道，Marvell的高速光电连接技术和网络芯片对数据中心至关重要，因为在数据中心里，计算任务会分散到成千上万颗相互连接的芯片上，而这些芯片需要快速共享数据。他还表示，未来5到10年，行业仍将使用大量的铜缆，同时使用海量的光器件。　　2日当天，Marvell（Nasdaq:MRVL）股价大涨32.52%收于每股290.79美元，创下公司自2000年以来最大单日涨幅，总市值2543.8亿美元，一日增长超过620亿美元。今年以来，公司股价涨幅已达到惊人的225.30%。　　黄仁勋的这番言论也点燃了整个光通信板块。截至美股2日收盘，光电子和化合物半导体巨头Coherent（NYSE:COHR）股价上涨17%，光通信器件与激光器制造商Lumentum（Nasdaq:LITE）涨近14%，光纤光缆行业龙头康宁（Corning，NYSE:GLW）涨超13%。　　AI需求激增，Marvell数据中心业务正在全线爆发　　公开资料显示，Marvell是全球领先的半导体和网络通信技术提供商之一，其产品涵盖数据中心、企业网络、5G、电信等多个领域。公司于2000年在纳斯达克上市，其4G LTE芯片全球出货量曾位居前三。　　今年3月，英伟达宣布与Marvell建立战略合作伙伴关系，并向后者投资20亿美元。英伟达通过NVLink Fusion将Marvell连接到其AI工厂和AI-RAN生态系统，两家公司还将在硅光子技术方面展开合作。　　目前，Marvell正从AI数据中心对计算机系统激增的需求中受益。由于公司能够帮助大型科技企业完成自研AI处理器的设计与制造流程，因此，Marvell也被视为AI基础设施投资趋势的一大风向标。　　一周前的5月27日美股盘后，Marvell交出了一份基本符合预期的财报。在截至今年5月2日的2027财年第一财季，公司营收达到创纪录的24.18亿美元，同比增长28%。　　财报显示，在AI相关订单的推动下，Marvell数据中心业务持续爆发。第一财季，该业务营收18.33亿美元，同比增长27%，占总营收的76%。墨菲在电话会上强调：“我们的数据中心业务非常火爆，订单异常强劲。”　　其中，数据中心光互联业务（DCI）是Marvell数据中心业务中体量最大的组成部分，其年度增速也在过去几个季度里被连续上调，目前已超过70%。墨菲充满信心地表示：“我认为，这里存在大量向上空间。”　　Marvell的另一项重要业务是自定义芯片（Custom/XPU），公司预计，这项业务在2027财年的营收将同比增长超20%，预计其在2028财年翻倍，并在2029财年超过100亿美元。　　狂热情绪从算力扩散至网络连接，市场持续看好光通信　　本周以来，随着AI热潮再度升温，受到众多利好消息的推动，多家半导体公司股价迎来上涨。　　例如，内存芯片制造商SK海力士计划五年内将晶圆产能翻番，以缓解供应紧张；意法半导体（ST）将公司2026年数据中心业务的营收预期提高了近一倍，并称其或将在明年再翻一番。芯片设计公司Arm的CEO雷内·哈斯（Rene Haas）也表示，由于AI繁荣带来的强劲需求，公司将比预期更早实现150亿美元的半导体销售目标。　　而对美股光通信板块来说，今年以来，行情持续走高。光通信即利用光信号进行信息传输的通信方式，具有高速、大容量、低损耗、抗干扰能力强的特点。正如黄仁勋所言，随着AI模型变得越来越复杂，“连接能力”成为制约数据中心算力的关键要素。　　在光通信板块中，负责在数据中心执行“光电转换”的光模块被认为是AI投资中最具爆发力的细分领域，且具有较深的技术护城河。作为该领域的两大“领头羊”，Coherent和Lumentum的股价都已经在今年翻了一番。　　当然，数据最终还是需要物理的光纤光缆来进行运输。因此，全球光纤光缆行业的垄断性霸主康宁也从这波热潮中受益，今年以来股价涨超120%。　　此外，由于光网络速度太快、结构太复杂，催生了光网络设备供应商，例如光学通信系统零部件制造商Fabrinet（NYSE:FN）、光网络系统巨头Ciena（NYSE:CIEN）和光网络测试仪器供应商Viavi Solutions（Nasdaq:VIAV）。　　再细分来看，DSP（数字信号处理芯片）是光模块中价格最贵、技术含量最高的部件。没有它，光信号就会在传输中失真、散像。正因如此，作为定制化AI芯片（ASIC）和高速网络连接芯片的头部“双雄”，芯片巨头博通（Broadcom）和Marvell正在迎来爆发式增长。　　未来基金（The Future Fund LLC）的合伙人兼首席投资官（CIO）Gary Black表示，目前，市场的狂热情绪正在从纯算力（指GPU）扩散到“连接能力与网络”，ASIC的市场规模被严重低估了。随着大型云服务商开始为了降低成本而加速研发AI芯片，作为这些科技巨头背后的“芯片定制设计商”和“网络编织者”，博通和Marvell的营收增速将超乎想象。　　展望未来，机构普遍看好光通信板块正在迎来的这一轮重新估值。　　英国金融投资机构EBC表示，以Coherent为例，其不再被视为一家“周期性光子器件供应商”，而是成为了AI数据中心连接的关键瓶颈。随着AI集群规模的扩大，光链路的价值正在得到凸显。对Coherent来说，接下来的考验在于，公司能否在不占用过多库存、设备和营运资金的情况下，实现AI光学技术的规模化应用。　　近日，美国银行（Bank of America）也上调了Ciena和网络设备巨头思科（Nasdaq:CSCO）的股票目标价。分析师Tal Liani指出，全球光网络市场的增长正表现出极强的“韧性”，两家公司“有望在这轮快速增长的光通信周期中继续保持市场份额的领先地位”。（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"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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