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亚洲金融 Asia Finance
@AsiaFinance
亚洲金融:政经领域的有意思的事儿。 AsiaFinance: For the Rich and Powerful.
Joined January 2017
587
Following
422K
Followers
亚洲金融 Asia Finance
@AsiaFinance
2026.08.19 13:03
$MRVL 股价要翻倍?这份8-K文件是Marvell定制芯片(ASIC)发展史上里程碑事件。确立了MRVL在谷歌TPU生态中不可替代的核心地位,并给出了长达6年、高达1,200亿美元的潜在业务蓝图。若Google采购执行顺畅,MRVL每股收益(EPS)将迎来跨越式增长,股价具备翻倍的基本面支撑。AI/半导体/储存,泡沫远没到来…
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