MRVL 财报后为什_老虎社区_美港股上老虎 - 老虎社区

熊猫校长 Ming

MRVL 财报后为什么跌了？🤔

不是财报不好。营收、数据中心、下一季指引和 FY27/FY28 目标都更好了。

但股价在财报前已经把 Google 合作后的 FY29 想象交易得很满。电话会只确认了 FY28 的增长，却没有给出 FY29 的新数字；定制业务加速还会先压一点毛利率。

所以盘后卖的不是这季业绩，而是提前付出去的远期预期。

我的判断：基本面没坏，但下一段上涨不能再靠 Google 新闻。要等 10 月 6 日把 FY29 的收入和利润讲清楚。

英伟达的财报证明了AI基建的强刚需，光互联和芯片定制还在继续，顺着大趋势，MRVL还会继续涨。

$迈威尔科技(MRVL)$ $英伟达(NVDA)$ $谷歌(GOOG)$

存储链集体爆发，第二波内存牛市开闸了？

闪迪 +11.90%、SK海力士 +8.14%、美光 +6.10%，存储三雄集体飙升，三倍做多半导体 SOXL 同步暴涨 9.87%。SeekingAlpha 直呼"DRAM 或正处第二波内存牛市起点"，多家机构点名 Nvidia/Micron/Sandisk"触发买入信号"，HBM 与 AI 内存需求的确定性再度点火。闪迪更被喊"正是加仓的完美时点"。这轮内存行情从回调一路反包到爆发，是超级周期二次加速，还是又一次冲高？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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屋根下
08-28
屋根下
之前估值已经非常高了，还跟着英伟达财报又涨了一波。自己的财报一点亮眼的东西都没有根本支撑不住之前的估值，肯定得跌
- 熊猫校长 Ming:
  嗯

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