AI半导体行情还没结_老虎社区_美港股上老虎

AI半导体行情还没结束？

BofA模拟了美光到2030年保持80%的利润率，彻底终结了经典的存储周期。他们预计到财年30年每股收益达236美元，年复合增长率34%，远超共识预期。

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？

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