AI热潮降温？迈威尔科技业绩超预期，股价仍遭血洗！

金十数据2025-03-06

迈威尔科技(MRVL.O)最新季度业绩和指引均超出预期，但这仍不足以推动股价上涨，表明华尔街对人工智能（AI）相关股票的审视日趋严苛。该半导体公司预计其2025财年第一季度的营收中值为18.75亿美元，略高于FactSet一致预期的18.65亿美元。然而，今年以来，投资者一直在抛售此前炙手可热的AI概念股。截至周三财报发布前，迈威尔科技股价在2025年已累计下跌18%，而在周三的盘后交易中，...

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The performance of Maiwell Technology exceeded expectations, and the stock price was still bloody!","themeId":"1cba8b637f68a7b7f793a4178ac0577c","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MRVL":1},"content_text":"迈威尔科技(MRVL.O)最新季度业绩和指引均超出预期，但这仍不足以推动股价上涨，表明华尔街对人工智能（AI）相关股票的审视日趋严苛。\n该半导体公司预计其2025财年第一季度的营收中值为18.75亿美元，略高于FactSet一致预期的18.65亿美元。\n然而，今年以来，投资者一直在抛售此前炙手可热的AI概念股。截至周三财报发布前，迈威尔科技股价在2025年已累计下跌18%，而在周三的盘后交易中，该股进一步下跌17%。\n在财报发布前，Mizuho的交易分析师Jordan Klein曾表示：“当前资金正在寻找任何理由减少对AI半导体、硬件、光学、互连类股票的敞口和持仓。”\n具体到迈威尔科技，他指出，市场上仍有许多投资者在做空该股，认为即便业绩“超预期并上调指引，也不足以提振股价”。此外，市场还担忧该公司客户集中度过高，以及来自亚洲市场的竞争压力。\n在最新季度中，迈威尔科技的营收也略超预期。其2025财年第四季度销售额为18.17亿美元，略高于FactSet一致预期的17.99亿美元。\n迈威尔科技首席执行官Matt Murphy在声明中表示：“我们的定制AI芯片项目现已进入量产阶段，同时互连产品的增长依然强劲。迈威尔科技已赢得多个新的设计订单，包括多个定制芯片项目，这将为未来增长提供动力。”\n数据中心业务收入环比增长24%，同比增长78%。除了消费业务（环比下降8%）外，迈威尔科技的所有其他业务类别均实现了环比增长。\n公司第四财季调整后每股收益（EPS）为60美分，略高于分析师预期的59美分。\n对于当前季度，公司预计调整后每股收益为61美分，也比市场一致预期的60美分高出1美分。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2517138237","isCrawlerRequest":true}