有两家公司真正受益于垂直和水平扩展技术，分别是 Credo 和 Astera Labs，对吧？Astera Labs 股价上涨了约 8%。
There are two stocks that really benefit from vertical and horizontal expansion technologies, namely Credo and Astera Labs, right? Astera Labs shares rose by about 8%.
所以，是的，如果我们看看 Marvell 这个市场，对吧？但市场说，如果这对 Marvell 来说真的那么好，不是吗？它在 AI 数据中心里连第三名都算不上，可能连第四、第五名都不是，那么对 Broadcom、Micron、Nvidia、AMD、Credo 和 Astera Labs 这些公司来说，又能有多好呢？
如果一家公司不是第一名却仍然大幅受益，那么排名第一、第二和第三的公司又会得到什么？所以，再一次，这就是这里普遍存在的乐观情绪。
So, yes, if we look at this Marvel market, right ? But the market says if it's really that good for Marvel, isn't it? It's not even the third player, and probably not the fourth or fifth in AI data centers , so how good is it for companies like Broadcom, Micron, Nvidia, AMD, Credo, and Astera Labs?
If a company is not in first place and is still benefiting greatly, what will companies in first, second and third place get? So , once again, that's the prevailing positive feeling here.