$迈威尔科技(MRV_老虎社区_美港股上老虎

微微流年
04-01 15:18

$迈威尔科技(MRVL)$ Marvell这波被英伟达看上，股价直接冲了。这20亿美元不只是钱，是背书。之前数据中心业务让人有点担心，现在英伟达一拉，等于告诉市场他们现在是一家人。合作内容也实在，XPU、硅光子、电信AI-RAN全打包进去。光模块CPO这条线最近正好是热点，英伟达这波进场，等于给整个赛道加了把火。

# 英伟达20亿入股MRVL！看好两家股价涨势吗？

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究极失眠患者
·04-01 15:23
以前叫“有点担心”，现在叫“自己人”[贱笑][贱笑]
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