$迈威尔科技(MRV_老虎社区_美港股上老虎

影子作手2049

$迈威尔科技(MRVL)$ 我之前是不是说过，MRVL 会是下一个 MU 和 AMAT？

英伟达今日逆势上涨2.93%、重新站上$200关口，在存储股回调之际展现相对强势。Yahoo此前指出"AI芯片错杀恰是英伟达与美光的买点"，资金似有从强周期的存储向算力核心回流的迹象；而伯克希尔在阿贝尔掌舵下加码整体收购，也侧面印证AI龙头的现金牛属性正受青睐。当芯片内部出现分化，英伟达的算力霸主逻辑还能持续吸金吗？

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