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MRVL 策略報告|2026-05-17

MRVL(Marvell Technology, Inc.)|投資策略報告 評級:增持(Overweight)| 現價:$176.89 | 環境:過熱 (Overheating) | Fed:Neutral 1. 信號整合分析(Signal Integration) 1-1. 三維度信號對齊度 * 基本面方向:偏多 營收 YoY +22.1%(近期季度甚至達 +63%)、EPS YoY +104.3%,盈利爆發力強勁;毛利率 51.74% 較兩年前的 41.6% 大幅躍升,結構性改善而非景氣循環反彈,顯示 AI ASIC 產品組合升級效應正在兌現。Forward P/E

By Wifevivi

MRVL 策略報告|2026-05-17

MRVL(Marvell Technology, Inc.)|投資策略報告 > 評級:增持(Overweight)| **現價**:$176.89 | **環境**:過熱 (Overheating) | **Fed**:Neutral --- 1. 信號整合分析(Signal Integration) 1-1. 三維度信號對齊度 **基本面方向**:**偏多** 營收 YoY +22.1%(近期季度甚至達 +63%)、EPS YoY +104.3%,盈利爆發力強勁;毛利率 51.74% 較兩年前的 41.6% 大幅躍升,結構性改善而非景氣循環反彈,顯示 AI ASIC 產品組合升級效應正在兌現。Forward

By Wifevivi

MRVL 策略報告|2026-05-17

MRVL(Marvell Technology, Inc.)|投資策略報告 評級:增持(Overweight)| 現價:$176.89 | 環境:過熱 (Overheating) | Fed:Neutral 1. 信號整合分析(Signal Integration) 1-1. 三維度信號對齊度 * 基本面方向:偏多 營收 YoY +22.1%(近期季度甚至達 +63%)、EPS YoY +104.3%,盈利爆發力強勁;毛利率 51.74% 較兩年前的 41.6% 大幅躍升,結構性改善而非景氣循環反彈,顯示 AI ASIC 產品組合升級效應正在兌現。Forward P/E

By Wifevivi