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MRVL_将 CES 列为正面催化事件观察
2025-12-25 02:42
Flash | 22 Dec 2025 06:22:55 ET │ 13 pages Marvell Technology Inc (MRVL.O) Adding a Positive Catalyst Watch into CES CITI'S TAKE We hosted Marvell's SVP of Finance Steve Vermillion and SVP of Investor Relations Ashish Saran for investor meetings in Asia last week. Meetings reinforced positive conviction in our core thesis of accelerating Y/Y sales growth in 2026/27 driven by AI data centers. Fundamentally, we believe investor concerns around XPU competition at two hyperscale customers and optical/DSP opport ...