摩根士丹利：Marvell-关于一场积极向好的人工智能定制芯片线上研讨会的思考

June 18, 2025 12:51 AM GMT Marvell Technology Group Ltd | North America Thoughts on a mostly positive AI custom silicon webinar Marvell had significant positive commentary about new longer term opportunities in AI. The numbers almost seem too ambitious - we'd love to see them outperform on near-term revenue rather than increase 2028 targets - but the opportunity is real and the stock should react. Key Takeaways We would greatly appreciate your 5-star vote in the Semiconductors & Semiconductor Capital Equipm ...