不过，迈威尔科技在本月公布季度业绩时已给出未来两年的业务展望，并受到华尔街分析师的普遍正面 评价。此外，公司确认将以至少32.5亿美元收购光子互连技术公司Celestial AI，其中包括10亿美元现金 以及2720万股迈威尔科技股票(按当前估值约22.5亿美元)。业内普遍认为，该收购将进一步强化迈威尔 科技在AI加速和高性能互连领域的布局。 本文源自：智通财经网 智通财经获悉，周三美股盘前，迈威尔科技(MRVL.US)股价上涨逾1.7%。公司首席执行官(CEO)Mark Murphy在接受采访时否认近期有关其失去来自亚马逊(AMZN.US)和微软(MSFT.US)业务的报道，提振 了市场情绪。 Murphy强调，公司业务并未发生变化。"我可以告诉你，从周二到周五，没有任何变化，我们没有失去 任何业务。"直接驳斥了此前媒体关于客户流失的传闻。 本周早些时候，有媒体报道称微软正寻求博通(AVGO.US)的协助开发定制AI芯片；与此同时， Benchmark基于对"迈威尔科技失去亚马逊芯片设计订单"的高度确信，下调了其股票评级。这些消息一 度引发市场对迈威尔科技客户基础稳定性的担忧。 ...

Core Viewpoint - Marvell Technology (MRVL.US) shares rose over 1.7% following CEO Mark Murphy's denial of recent reports regarding the loss of business from Amazon (AMZN.US) and Microsoft (MSFT.US), which boosted market sentiment [1] Group 1: Business Stability - CEO Mark Murphy stated that there has been no change in the company's business from Tuesday to Friday, directly refuting media claims about customer loss [1] - Concerns about Marvell's customer base stability arose after reports indicated Microsoft was seeking assistance from Broadcom (AVGO.US) to develop custom AI chips and Benchmark downgraded Marvell's stock rating based on the belief that Marvell lost Amazon chip design orders [1] Group 2: Future Outlook - Marvell provided a positive business outlook for the next two years during its quarterly earnings announcement, receiving favorable reviews from Wall Street analysts [1] - The company confirmed plans to acquire Celestial AI for at least $3.25 billion, which includes $1 billion in cash and 27.2 million shares of Marvell stock (valued at approximately $2.25 billion), a move expected to strengthen Marvell's position in AI acceleration and high-performance interconnects [1]

Core Viewpoint - Marvell Technology (MRVL.US) stock rose over 1.7% following CEO Mark Murphy's denial of recent reports regarding the loss of business from Amazon (AMZN.US) and Microsoft (MSFT.US), which boosted market sentiment [1] Group 1: Business Stability - CEO Mark Murphy stated that there has been no change in the company's business from Tuesday to Friday, directly refuting media reports about customer loss [1] - Concerns about Marvell's customer base stability arose after reports indicated Microsoft was seeking assistance from Broadcom (AVGO.US) to develop custom AI chips, and Benchmark downgraded Marvell's stock rating based on the belief that Marvell lost Amazon chip design orders [1] Group 2: Future Outlook - Marvell provided a positive business outlook for the next two years during its quarterly earnings announcement, receiving favorable reviews from Wall Street analysts [1] - The company confirmed its acquisition of Celestial AI for at least $3.25 billion, which includes $1 billion in cash and 27.2 million shares of Marvell stock (valued at approximately $2.25 billion), a move expected to strengthen Marvell's position in AI acceleration and high-performance interconnects [1]