[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio96bfe200":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},"dcio96bfe200","迈威尔科技(MRVL)Q3业绩超预期仍遭“用脚投票”！谷歌百亿订单“远水”难解近渴","\u002Fdoc\u002Fdcio96bfe200","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，迈威尔科技(MRVL)于周四盘后发布2026财年第二季度财报，调整后每股收益及营收均小幅高于市场预期，同时第三财季指引也优于分析师预测。然而，该股在延长交易时段仍出现大幅下跌，截至发稿，该芯片制造商盘后股价跌逾7%迈威尔科技(MRVL)于周四盘后发布2026财年第二季度财报，调整后每股收益及营收均小幅高于市场预期，同时第三财季指引也优于分析师预测。。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>近期，迈威尔科技与谷歌达成一项重大AI芯片合作，但公司长期营收展望未能给出显著上调，市场对谷歌订单收入兑现时点的担忧盖过了2027及2028财年营收预测的上修利好，令期待该交易加速业绩增长的投资者感到失望。今年以来，受AI浪潮驱动，该股已累计上涨近三倍。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>财报数据显示，公司第二财季营收同比增长37%至27.4亿美元，超出市场预期的27.1亿美元;调整后每股收益为94美分，亦高于预期的92美分。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>对于当前财季，公司预计调整后每股收益为1.10美元，营收约为31.5亿美元，而华尔街此前预期分别为1.08美元和30.4亿美元。上年同期，公司调整后每股收益为76美分，营收20.7亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>公司首席执行官Matt Murphy在新闻稿中表示，第二财季业绩“得益于数据中心产品组合持续强劲的需求”，该业务板块营收同比增速加快至46%。他进一步指出，AI相关订单依然异常强劲，预计剩余2027财年内营收增长将进一步提速，并称基于当前势头，公司再次上调2027及2028财年营收展望，高于上季度给出的指引。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>上周，迈威尔科技与Alphabet旗下谷歌达成定制芯片协议，预计至2033财年可带来约1200亿美元营收，同时谷歌将以最高122亿美元持股成为公司主要股东之一。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在业绩电话会上，当分析师追问为何谷歌相关收入在2028财年难以形成更实质性贡献时，首席执行官Matt Murphy表示，公司截至2028财年的定制芯片收入目标已部分包含该项收入，并称其将在2029财年出现更显著放量。他进一步指出，定制芯片业务收入明年将实现翻倍以上增长，且此前提出的“2029财年超100亿美元”目标存在“上行倾向”，但拒绝给出新目标，具体指引留待10月6日投资者日披露。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>TECHnalysis Research首席分析师Bob O'Donnell表示“市场对定制AI加速器项目的预期已处于极高水平，尤其是近期博通(AVGO)与OpenAI联合开发‘Jalapeno’项目的消息传出后。显然，预期已跑在现实前面，令除英伟达(NVDA)外的多数企业难以达标——即便英伟达，在发布重磅年度预测前，其财报后股价亦一度走低。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>大型科技公司为降低对英伟达昂贵且供应受限的处理器的依赖，纷纷加大自研芯片投入，进而推动迈威尔科技定制硅片业务需求激增，使其成为数据中心扩建浪潮的主要受益者之一。同时，随着AI应用从模型训练转向推理部署，定制芯片在性能和能效上相较通用处理器更具优势，进一步提振了相关需求。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据此，迈威尔科技将2027财年营收增速预期上调至约45%，对应收入规模约120亿美元，高于此前约115亿美元的预测;同时将2028财年营收预期由约165亿美元上调至约180亿美元，主要得益于数据中心业务贡献增加。\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","2026-08-28T14:59:55","2026.08.28","2026\u002F08\u002F28",48166,[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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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"]