$MRVL看多观点
InvestAnswers分析师2026年8月2日原话
“Marvell is a 5.8x opportunity to a trillion-dollar market cap, backed by a data-center connectivity monopoly and a rebound after a sharp mean reversion.”
他为何这样说 — 逐点拆解
支持与反对 · 双方保留为什么
Jensen Huang said it'll be a trillion-dollar company. That's more than a 5x. It's actually 5.8x from where we are today. they run they have a monopoly on connectivity of data centers. Data center is not slowing down by any stretch of the imagination.
Marvell went up completely bonkers, 350% but we tanked very quickly. Huge mean reversion from 330 down to 180. Nearly got halved. And it's going to rebound again.
the whole AI market just got whacked in July because of the implosion of Leupold's firm and Ken Griffin swept in and bought everything at half off.
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US$1,000,000,000,000.00 · 对比发布当日 $US$164.50
原片
发布当日价格 $US$164.50 · 观点锚定在说出它的那一刻。