$迈威尔科技(MRV_老虎社区_美港股上老虎

影子作手2049

$迈威尔科技(MRVL)$ 英伟达的老黄在Computex上那波操作，编排得真漂亮。

“下一个万亿美元市值的公司——Marvell。”

希望能成真。

英伟达今日跌3.62%，在博通财报"利好出尽"暴跌与中东risk-off的双重压力下，AI芯片板块集体回调，连龙头也未能幸免。但台积电CEO重申AI需求"毫无降温迹象"，BofA也重置了对NVDA的预期，长期算力叙事并未动摇。AI龙头回调，你会逢跌上车，还是等中东与财报情绪消化完再说？

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