$美光科技(MU)$_老虎社区_美港股上老虎

$美光科技(MU)$GTC大会目前只剩LPU和太空算力还可以，存储感觉岁月静好般淡定，不过美光的波动本来就比lumentum小多了

$英伟达 (NVDA.US)$ 宣布向 $迈威尔科技 (MRVL.US)$ 投资20亿美元，将其纳入自身AI基础设施生态体系。受此影响，英伟达大涨近6%，MRVL大涨近13%。两家建立深度战略合作，通过NVLink Fusion将Marvell接入英伟达的AI工厂及AI-RAN生态系统。【从芯片到网络的全面整合，能否推动英伟达&MRVL后续涨势？你看好这两家公司吗？】

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