Parkev Tatevosian, CFA 对 $MRVL 的判断变化

2026-09-03看跌

《Best Semiconductor Stock to Buy: Marvell Stock or Qualcomm Stock? | MRVL Stock vs. QCOM Stock》

MRVL被高估；公允价值为181美元，而当前价格为211美元，意味着未来12-18个月约有14%的下行空间。

Marvell 和高通正准备利用对 AI 数据中心日益增长的需求来获利。Marvell 协助公司设计用于特定应用的集成电路，并连接这些组件。

Marvell and Qualcomm are preparing to capitalize on the growing demand for AI data centers . Marvell assists companies with integrated circuits designed for specific applications, and in connecting these components.

基于以上所有情况，现在哪只股票更值得买入：高通还是 Marvell？从营收情况来看，高通是一家比 Marvell 大得多的公司，其营收是 Marvell 的四倍多，达到 440 亿美元，而 Marvell 为 94.5 亿美元。

Based on all of the above, which of the two stocks is better to buy now: Qualcomm or Marvell? Looking at the revenue profile, Qualcomm is a much larger company compared to Marvel , with revenues more than four times those of Marvel, at $44 billion versus $ 9.45 billion for Marvel.

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2026-08-30看跌

《Why Is Marvell Stock Falling, and is it a Generational Buying Opportunity? | MRVL Stock Analysis》

MRVL基本面强劲，但估值过高；当前价格不宜买入。

Marvell刚刚交出了一份我认为非常出色的季度业绩。事实上，业绩如此之好，以至于公司上调了今年剩余时间和2028年的业绩展望。

Marvell just delivered what I thought to be an excellent quarterly result. The results were so good in fact that the company revised upwards its outlook for the rest of this year and for 2028.

事实上，对于整个2027财年，Marvell现在预计营收将增长约45%，达到120亿美元。这高于此前115亿美元的预估。此外，他们将2028年的营收展望上调至约180亿美元，而就在几个月前这一数字还是165亿美元。

In fact, for the full fiscal year 2027, Marvell now expects revenue to grow approximately 45% to 12 billion. That was up from the previous $11.5 billion estimate. Furthermore, they increased their 2028 revenue outlook to approximately 18 billion and that was up from 16.5 billion just a few months ago.

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