MRVL Q1 FY27 速览｜营收 +22% 股价 -4.59% 你该 buy the dip 吗？

📍 一张表看 Q1 FY27

```

营收 $2.22B (+22.1% YoY)

EPS $0.80 (beat 共识 1 美分)

毛利率 51.7%

FCF $0.26B (+58% YoY)

股价反应 -4.59% (盘中曾 -10%)

```

🔥 为什么市场不买账？

不是 PE 52x 太贵 — 是 Q2 共识隐含 +17% QoQ 加速：

```

Q1 实际营收 : $2.22B

Q2 共识营收 : $2.60B

环比加速 : +17.1% QoQ ← 这是问号

```

📐 PEG 看其实不贵

- FY27 共识 EPS 增速 +34%

- FY28 共识 +44%

- 板块均增速 ~18%

- MRVL PEG ≈ 1.2-1.5、板块 PEG ≈ 2.0

🎯 alpha-seeker 估值定位

- 区间 $196.64-$270.37

- 当前 $198.70 在最低 2.79% 分位

- $196 是关键支撑

⚖️ 二选一：你怎么选？

A. **Buy the dip** — 信 custom ASIC 爬坡，$196 试仓

B. **等催化** — 等 Q2 数据再决策

完整估值模型 👉 https://alpha-seeker.cn/t

⚠️ 不构成投资建议

投资心得：大家最近交易顺不顺？

金&银暴涨、存储暴涨、科技巨头承压……最近各位小虎们投资还顺利吗？如果不断在踏错、卖飞，你有何建议？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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