$迈威尔科技(MRV_老虎社区_美港股上老虎

$迈威尔科技(MRVL)$ 杭电股份(光纤+算力弹性先锋）

企业打通光纤全产业链，同时布局AI算力PCB上游PET铜箔赛道，中报净利润同比大幅增长，叠加牛散资金入驻、定增扩产高端光纤与电子铜箔的利好预期，小盘市值让游资拉升阻力极小，成为光通信板块的弹性标的。但传统电力电缆业务受大宗商品价格波动影响较大，业绩稳定性弱于亨通光电，短期股价累计涨幅过高，行情完全由游资情绪主导，日内波动剧烈。仅适合激进投资者极小仓位短线博弈，一旦光通信主线退潮，回调速度会远快于中军标的，持仓需快进快出$上证指数(000001.SH)$ $杭电股份(603618)$

# 迈威尔盘后挫 7.8%，同是财报为何掉队？

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。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":601544715968880,"tweetId":"601544715968880","gmtCreate":1787898456339,"gmtModify":1787898459602,"author":{"id":4231572152887050,"idStr":"4231572152887050","authorId":4231572152887050,"authorIdStr":"4231572152887050","name":"鲫鱼过江","avatar":"https://static.tigerbbs.com/bce1fca99685b54a02384ae1152220a1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[{"themeId":"98757abc304e4eb3888e435bcefd7477","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"迈威尔盘后挫 7.8%，同是财报为何掉队？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":98757abc304e4eb3888e435bcefd7477}&rnconfig={\"headerBarHidden\": true}","description":"迈威尔（MRVL）日内跌 1.49%、盘后进一步重挫约 7.80%，在英伟达、赛富时接连 beat 的财报潮里意外掉队。季报被 SeekingAlpha 直接评为\"还不够好\"、\"我认同市场的反应\"，定制 AI 芯片（ASIC）的增长未能兑现市场的高预期，与博通的差距重新成为焦点。同是 AI 财报，英伟达封神、迈威尔失速，这波盘后杀跌你会当错杀抄底，还是承认定制芯片故事降温？","image":"https://static.tigerbbs.com/6c5810e1764b593f3615c1b1587b2c68"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$&nbsp;</a> 杭电股份(光纤+算力弹性先锋）\n\n企业打通光纤全产业链，同时布局AI算力PCB上游PET铜箔赛道，中报净利润同比大幅增长，叠加牛散资金入驻、定增扩产高端光纤与电子铜箔的利好预期，小盘市值让游资拉升阻力极小，成为光通信板块的弹性标的。但传统电力电缆业务受大宗商品价格波动影响较大，业绩稳定性弱于亨通光电，短期股价累计涨幅过高，行情完全由游资情绪主导，日内波动剧烈。仅适合激进投资者极小仓位短线博弈，一旦光通信主线退潮，回调速度会远快于中军标的，持仓需快进快出<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/603618\">$杭电股份(603618)$ </a>&nbsp;</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$&nbsp;</a> 杭电股份(光纤+算力弹性先锋）\n\n企业打通光纤全产业链，同时布局AI算力PCB上游PET铜箔赛道，中报净利润同比大幅增长，叠加牛散资金入驻、定增扩产高端光纤与电子铜箔的利好预期，小盘市值让游资拉升阻力极小，成为光通信板块的弹性标的。但传统电力电缆业务受大宗商品价格波动影响较大，业绩稳定性弱于亨通光电，短期股价累计涨幅过高，行情完全由游资情绪主导，日内波动剧烈。仅适合激进投资者极小仓位短线博弈，一旦光通信主线退潮，回调速度会远快于中军标的，持仓需快进快出<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/603618\">$杭电股份(603618)$ </a>&nbsp;</body></html>","text":"$迈威尔科技(MRVL)$ 杭电股份(光纤+算力弹性先锋） 企业打通光纤全产业链，同时布局AI算力PCB上游PET铜箔赛道，中报净利润同比大幅增长，叠加牛散资金入驻、定增扩产高端光纤与电子铜箔的利好预期，小盘市值让游资拉升阻力极小，成为光通信板块的弹性标的。但传统电力电缆业务受大宗商品价格波动影响较大，业绩稳定性弱于亨通光电，短期股价累计涨幅过高，行情完全由游资情绪主导，日内波动剧烈。仅适合激进投资者极小仓位短线博弈，一旦光通信主线退潮，回调速度会远快于中军标的，持仓需快进快出$上证指数(000001.SH)$ $杭电股份(603618)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/601544715968880","repostId":0,"isVote":1,"tweetType":1,"viewCount":279,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["603618","000001.SH","MRVL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":483,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}