$MRVL · The Motley Fool · 2026-10-30
Marvell是领先的连接芯片和超大规模厂商的定制ASIC合作伙伴。说话者认为，尽管今日股价下跌10-15%，Lumentum交易仍是明智之举，具有长期上行空间；即便股价长期上涨，按约60倍市盈率和超过100亿美元的核心营收计算，增长机会依然充足。
逐段跳播
Marvell，代码 MRVL。从方向上看，它和 Asaf 所说的 Siena 非常相似。不同之处在于，它本质上是一家半导体公司，但他们做的是 ASIC，也就是大量定制芯片。大型超大规模云厂商主要与 Marvell 和 Broadcom 合作来设计和使用这些定制芯片。
但事实上，他们的业务主要集中在数据传输和连接方面。他们无疑是这个领域领先的一流公司。
Marvell, ticker MRVL. Directionally, it's very similar to what Asaf was saying about Siena. The difference is that it is essentially a semiconductor company, but they work with ASICs.
That is, a lot of custom silicone. And the big hyperscalers mainly work with Marvell and Broadcom to design and use this custom silicon. But the truth is, their business is mainly focused on data transfer and connectivity.
They are undoubtedly the leading and first-rate company in this field.
Lumentum 的这笔交易市场反应不佳，受此消息影响，今天股价下跌了约10-15%。在我看来，这是一笔明智的交易。即使股价长期上涨，它目前的市盈率约为60倍，核心业务收入超过100亿美元，因此这项业务有很大的增长机会。
The Lumentum deal was not well received by the market, with the share price dropping about 10-15 percent today due to the news. In my opinion, this is a smart deal. Even if the share price increases in the long term, it is trading at about 60 times earnings and the core business is trading at over $10 billion in revenue, so there is plenty of opportunity to grow this business.
这个频道对 $MRVL 的历次判断
The Motley Fool 在这只股票上共 4 条判断，这里只列相邻的几条。