迈威尔科技(MRVL.US)绩后重挫：财报超预期还不够，华尔街嫌谷歌(GOOGL.US)大单“入账”太慢

智通财经08-28 20:39

【迈威尔科技(MRVL.US)绩后重挫：财报超预期还不够，华尔街嫌谷歌(GOOGL.US)大单“入账”太慢】智通财经APP获悉，尽管迈威尔科技(MRVL.US)最新财报和未来营收指引表面上均超出市场预期，但股价在周五盘前仍大跌。引发抛售的并非基本面走弱，而是华尔街对谷歌(GOOGL.US)定制芯片大单收入落地时点的重新定价——多家机构认为，这一重大利好已经在此前上涨中充分反映，并且管理层强调该合作的“显著影响”要到2029财年及以后才能显现，这一时间节点远晚于市场此前的预期，这让原本期望该交易能更快地带来业绩增量的投资者感到失望。

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