$MRVL
这只股票

The Motley Fool 对 $MRVL 的判断变化

频道资料 →共 2 条
2026-09-30看涨
《3 Stocks You’ll Wish You Bought Sooner》
MRVL 是一项颇具吸引力的长期投资，动力来自其向 AI 数据中心领导者的转型、关键云合作伙伴关系以及预期的高营收增长。

好，现在我要进入今天视频的第三支箭，也就是 Marvell。如你所知，随着人工智能的发展，这是一个在过去几年里吸引了投资者大量关注的商业领域。

Okay, now I'm going to move on to the third arrow in today's video, which is Marvel. As you know, this is a business sector that has attracted a lot of attention from investors over the past few years with the development of artificial intelligence.

但是，你知道，这很有意思。这是另一家并非一直处于前沿的公司。如你所知，这家公司成立于 20 世纪 90 年代。在其历史的大部分时间里，它被认为是存储和网络芯片设计领域的领导者，但它并不是最令人兴奋或最有吸引力的公司之一。

But, you know, it's interesting. This is another company that hasn't always been at the forefront. As you know, this company was founded in the 1990s. Throughout most of its history, it was considered a leader in the design of storage and networking chips, but it was not one of the most exciting or attractive companies.

看原视频16:00
2026-09-15看涨
《What If NVIDIA Isn't the Future? 4 AI Stocks to Own Now》
MRVL受超大规模客户定制芯片需求驱动，具备强劲的看多逻辑，但估值和波动性较高，需要采用定投策略。

好，我们想聊的第四只股票，Marvell。是的，听着，这真的取决于我们到目前为止一直在谈的这一切。如果真有人能和 Nvidia 正面抗衡，那会是 Alphabet、Microsoft、Amazon 和 Meta 这类市值万亿美元的大公司。

哦，顺便说一句，这四家公司全都是 Marvell 的客户。那么，Marvell 做什么？它是一家定制芯片供应商。这家公司的过去 12 个月营收只有 90 亿美元。其中只有大约 70 亿美元，差不多这个数，实际上是来自为其大客户（比如 Amazon 和 Alphabet）提供的定制芯片，但你知道，70 亿美元，它不需要拿下太多。

它不需要 Tranium 或 TPU 非常成功，也不需要看到大量增长，就能让这成为其自身营收的一大驱动力，在其业务的这个具体部分，也就是定制芯片部分。

All right, stock number four that we wanted to talk about, Marvell. Yeah, so listen, it this is really predicated on the whole what we've been talking about so far. I mean, if if anyone's going to go toe-to-toe with Nvidia, it's going to be these large trillion-dollar companies such as Alphabet, such as Microsoft, such as Amazon, and such as Meta.

Oh, by the way, all four of those companies are customers of Marvell. And so, what does Marvell do? It is a custom silicon provider. Now, this company only has 9 billion in trailing 12-month revenue.

So, and only about 7 billion of that, somewhere in there, is actually in the custom silicon for its big customers such as Amazon and Alphabet, but you know, 7 billion, it doesn't need to take very much.

It doesn't need Tranium or the TPUs to be very successful or to see a whole lot of growth in order for that to be a big driver in its own revenue in that specific the the custom silicon part of its business.

看原视频09:56
美股听风