[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio18d8cae6":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio18d8cae6","先科电子(SMTC)和迈威尔科技(MRVL)业绩前夕获瑞银高喊“买入”：看好AI-长期动能","\u002Fdoc\u002Fdcio18d8cae6","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网注意到，先科电子(SMTC)和迈威尔科技(MRVL)将分别于8月25日和8月27日公布各自季度业绩。尽管这两只股票的估值相较于历史倍数\"有些偏贵\"，但瑞银认为，两者在长期维度上定位良好。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>关于先科电子，瑞银分析师TimothyArcuri认为，该公司数据中心业务很可能再度强劲爬坡，整体营收有望接近指引区间的高端，盈利则高于中点。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Arcuri在报告中写道，\"展望10月所在季度，我们预计营收将再度显著跃升，指引更接近3.70亿至3.75亿美元区间;我们相信最终业绩将落在该区间偏上端，推动每股收益(EPS)达到约0.70美元附近。\"\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\"尽管管理层对数据中心增长的表述一向保守——强调二季度预期同比增长85%、且今年剩余时间需求持续加速——但我们依然认为，随着超大规模云服务商的AI部署放量、单设备含量机遇扩张，2027财年增速更有可能突破100%(我们的模型为同比增长124%)。我们也持续看到毛利率故事的上行空间，并于近期指出随着公司日益聚焦于更高价值的连接产品，模块业务的剥离将在2028财年带来有利的销售毛利率顺风。\"\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Arcuri重申了对先科电子的\"买入\"评级及225美元目标价。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>迈威尔的情况类似，瑞银认为该公司有望从光通信和网络产品的强劲需求中受益。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Arcuri补充道，\"近期谷歌、Meta和亚马逊等超大规模云服务商的表态持续指向AI基础设施支出走高，\"\"与此同时，正如我们在近期英伟达财报预览中所强调的，我们认为Blackwell将持续强势、Rubin平台也在加速放量，鉴于迈威尔在英伟达体系内所提供的光通信含量，这两者都将为其带来利好传导。\"\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该分析师还指出，投资者可能低估了迈威尔的定制ASIC业务，尤其是其与微软(MSFT)的合作——目前已有迹象显示，采购量可能突破100万颗。Arcuri表示，这在迈威尔已给出指引的约20亿美元收入基础上，可能再叠加10亿至20亿美元的收入。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\"我们还要强调的是迈威尔在谷歌的CXL附加方案(CXL attachprogram)，该方案正积聚动能，单芯片平均售价(ASP)超过1000美元——这是又一实质性的顺风，具体幅度取决于CXL搭载率的假设，\"Arcuri解释道。\"最后，我们对交换芯片业务的看法也变得更为积极现在我们预计2027日历年该业务收入可能接近12亿美元，而管理层此前的预期约为10亿美元。\"\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FS\u002FSPY\u002FSPY.jpg","2026-08-18T13:11:33","2026.08.18","2026\u002F08\u002F18",31988,[22],"SPY","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]