{"id":559360,"date":"2024-12-04T16:59:54","date_gmt":"2024-12-05T00:59:54","guid":{"rendered":"https:\/\/nai500.com\/blog\/2024\/12\/%e5%ae%9a%e5%88%b6ai%e8%8a%af%e7%89%87%e7%9a%84%e9%9c%80%e6%b1%82%e5%bc%ba%e5%8a%b2%ef%bc%8cmarvell%e8%82%a1%e7%a5%a8%e4%bb%b7%e6%a0%bc%e9%a3%99%e5%8d%8723\/"},"modified":"2024-12-04T17:00:32","modified_gmt":"2024-12-05T01:00:32","slug":"%e5%ae%9a%e5%88%b6ai%e8%8a%af%e7%89%87%e7%9a%84%e9%9c%80%e6%b1%82%e5%bc%b7%e5%8b%81%ef%bc%8cmarvell%e8%82%a1%e7%a5%a8%e5%83%b9%e6%a0%bc%e9%a3%86%e5%8d%8723","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/12\/%e5%ae%9a%e5%88%b6ai%e8%8a%af%e7%89%87%e7%9a%84%e9%9c%80%e6%b1%82%e5%bc%b7%e5%8b%81%ef%bc%8cmarvell%e8%82%a1%e7%a5%a8%e5%83%b9%e6%a0%bc%e9%a3%86%e5%8d%8723\/","title":{"rendered":"\u5b9a\u5236AI\u82af\u7247\u7684\u9700\u6c42\u5f37\u52c1\uff0cMarvell\u80a1\u7968\u50f9\u683c\u98c6\u534723%"},"content":{"rendered":"

\u9031\u4e09\uff0cMarvell Technology (NASDAQ: MRVL\uff09<\/a>\u80a1\u50f9\u5927\u6f3223.19%\uff0c\u539f\u56e0\u662f\u8a72\u6578\u64da\u57fa\u790e\u8a2d\u65bd\u534a\u5c0e\u9ad4\u88fd\u9020\u5546\u767c\u4f48\u76842025\u8ca1\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff08\u622a\u81f32024\u5e7411\u67082\u65e5\uff09\u8ca1\u5831\u986f\u793a\uff0c\u5f97\u76ca\u65bc\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u76f8\u95dc\u7522\u54c1\uff0c\u5c24\u5176\u662f\u5b9a\u5236AI\u82af\u7247\u7684\u5f37\u52c1\u9700\u6c42\uff0c\u8a72\u5b63\u5ea6\u696d\u7e3e\u548c\u7b2c\u56db\u5b63\u5ea6\u5c55\u671b\u5747\u8d85\u51fa\u83ef\u723e\u8857\u9810\u671f\u3002\u6295\u8cc7\u8005\u5c0d\u9019\u4e00\u696d\u7e3e\u548c\u8ca1\u6e2c\u505a\u51fa\u4e86\u7a4d\u6975\u7684\u53cd\u61c9\u3002<\/p>\n

\u9996\u5e2d\u57f7\u884c\u5b98Matt Murphy\u8868\u793a\uff0c\u7ba1\u7406\u5c64\u9810\u8a08\u201c\u5f37\u52c1\u7684\u589e\u9577\u52e2\u982d\u5c07\u5ef6\u7e8c\u81f3\u4e0b\u4e00\u500b\u8ca1\u5e74\u201d\u3002<\/p>\n

\u8ca1\u5831\u4eae\u9ede\uff1a\u71df\u6536\u548c\u76c8\u5229\u8d85\u9810\u671f<\/h2>\n

\u4e3b\u8981\u8ca1\u52d9\u6578\u64da\uff08\u540c\u6bd4\u8b8a\u5316\uff09<\/p>\n\n\n\n\n\n\n\n\n\n\n
\u6307\u6a19<\/td>\n2024\u8ca1\u5e74Q3<\/td>\n2025\u8ca1\u5e74Q3<\/td>\n\u540c\u6bd4\u8b8a\u5316<\/td>\n<\/tr>\n<\/thead>\n
\u7e3d\u71df\u6536<\/td>\n14.2\u5104\u7f8e\u5143<\/td>\n15.2\u5104\u7f8e\u5143<\/td>\n+7%<\/td>\n<\/tr>\n
GAAP\u71df\u696d\u5229\u6f64<\/td>\n-1.463\u5104\u7f8e\u5143<\/td>\n-7.028\u5104\u7f8e\u5143<\/td>\n\u8667\u640d\u64f4\u5927380%<\/td>\n<\/tr>\n
GAAP\u6de8\u5229\u6f64<\/td>\n-1.643\u5104\u7f8e\u5143<\/td>\n-6.763\u5104\u7f8e\u5143<\/td>\n\u8667\u640d\u64f4\u5927312%<\/td>\n<\/tr>\n
\u8abf\u6574\u5f8c\u6de8\u5229\u6f64<\/td>\n3.541\u5104\u7f8e\u5143<\/td>\n3.73\u5104\u7f8e\u5143<\/td>\n+5%<\/td>\n<\/tr>\n
GAAP\u6bcf\u80a1\u6536\u76ca(EPS)<\/td>\n-0.19\u7f8e\u5143<\/td>\n-0.78\u7f8e\u5143<\/td>\n\u8667\u640d\u64f4\u5927311%<\/td>\n<\/tr>\n
\u8abf\u6574\u5f8c\u6bcf\u80a1\u6536\u76ca(EPS)<\/td>\n0.41\u7f8e\u5143<\/td>\n0.43\u7f8e\u5143<\/td>\n+5%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\uff08\u6ce8\uff1aGAAP\u6307\u7f8e\u570b\u516c\u8a8d\u6703\u8a08\u6e96\u5247\uff1b\u8abf\u6574\u5f8c\u6578\u64da\u6392\u9664\u4e86\u91cd\u7d44\u8cbb\u7528\u3001\u7121\u5f62\u8cc7\u7522\u6524\u92b7\u3001\u80a1\u6b0a\u6fc0\u52f5\u652f\u51fa\u7b49\u4e00\u6b21\u6027\u9805\u76ee\u5f71\u97ff\u3002\uff09<\/p>\n

\u6839\u64da\u83ef\u723e\u8857\u9810\u671f\uff0c\u672c\u5b63\u5ea6\u7684\u8abf\u6574\u5f8c\u6bcf\u80a1\u6536\u76ca\u70ba0.40\u7f8e\u5143\uff0c\u6536\u5165\u70ba14.5\u5104\u7f8e\u5143\uff0c\u800cMarvell\u5be6\u969b\u6578\u64da\u5206\u5225\u70ba0.43\u7f8e\u5143\u548c15.2\u5104\u7f8e\u5143\uff0c\u5747\u8d85\u51fa\u5206\u6790\u5e2b\u7684\u4f30\u8a08\u3002<\/p>\n

\u516c\u53f8\u5831\u544a\u7a31\uff0c\u672c\u5b63\u5ea6\u904b\u71df\u6d3b\u52d5\u7522\u751f\u4e865.363\u5104\u7f8e\u5143\u7684\u73fe\u91d1\uff0c\u540c\u6bd4\u589e\u95777%\u3002\u622a\u81f3\u7b2c\u4e09\u5b63\u5ea6\u672b\uff0c\u516c\u53f8\u6301\u6709\u73fe\u91d1\u53ca\u73fe\u91d1\u7b49\u50f9\u7269\u7e3d\u8a088.681\u5104\u7f8e\u5143\uff0c\u8f03\u4e0a\u4e00\u5b63\u5ea6\u589e\u95777%\uff1b\u9577\u671f\u50b5\u52d9\u70ba39.7\u5104\u7f8e\u5143\u3002<\/p>\n

\u5404\u7d42\u7aef\u5e02\u5834\u8868\u73fe<\/h2>\n

\u5728\u4e0d\u540c\u7d42\u7aef\u5e02\u5834\u4e2d\uff0c\u6578\u64da\u4e2d\u5fc3\u696d\u52d9\u8868\u73fe\u5c24\u70ba\u4eae\u773c\uff0c\u5176\u6536\u5165\u5e74\u540c\u6bd4\u589e\u9577\u9ad8\u905498%\uff0c\u9054\u523011\u5104\u7f8e\u5143\uff0c\u5360\u7e3d\u71df\u6536\u768472%\uff0c\u9060\u9ad8\u65bc\u53bb\u5e74\u540c\u671f\u768439%\u3002\u9019\u4e3b\u8981\u5f97\u76ca\u65bc\u516c\u53f8AI\u76f8\u95dc\u7522\u54c1\uff08\u5982\u5b9a\u5236AI\u82af\u7247\u548cAI\u6578\u64da\u4e2d\u5fc3\u4e92\u806f\u7522\u54c1\uff09\u7684\u5f37\u52c1\u9700\u6c42\u3002<\/p>\n

\u4ee5\u4e0b\u662f\u5404\u7d42\u7aef\u5e02\u5834\u7684\u5177\u9ad4\u8868\u73fe\uff1a<\/p>\n\n\n\n\n\n\n\n\n\n\n
\u7d42\u7aef\u5e02\u5834<\/td>\n2025\u8ca1\u5e74Q3\u6536\u5165<\/td>\n\u540c\u6bd4\u8b8a\u5316<\/td>\n<\/tr>\n<\/thead>\n
\u6578\u64da\u4e2d\u5fc3<\/td>\n11\u5104\u7f8e\u5143<\/td>\n+98%<\/td>\n<\/tr>\n
\u4f01\u696d\u7db2\u7d61<\/td>\n1.509\u5104\u7f8e\u5143<\/td>\n-44%<\/td>\n<\/tr>\n
\u904b\u71df\u5546\u57fa\u790e\u8a2d\u65bd<\/td>\n8470\u842c\u7f8e\u5143<\/td>\n-73%<\/td>\n<\/tr>\n
\u6d88\u8cbb\u9818\u57df<\/td>\n9650\u842c\u7f8e\u5143<\/td>\n-43%<\/td>\n<\/tr>\n
\u6c7d\u8eca\/\u5de5\u696d\u5e02\u5834<\/td>\n8290\u842c\u7f8e\u5143<\/td>\n-22%<\/td>\n<\/tr>\n
\u7e3d\u8a08<\/td>\n15.2\u5104\u7f8e\u5143<\/td>\n+7%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u9664\u6578\u64da\u4e2d\u5fc3\u696d\u52d9\u5916\uff0c\u5176\u4ed6\u56db\u5927\u7d42\u7aef\u5e02\u5834\u4f9d\u820a\u5448\u73fe\u540c\u6bd4\u4e0b\u6ed1\u8da8\u52e2\u3002\u9019\u7a2e\u8868\u73fe\u7b26\u5408\u7576\u524d\u534a\u5c0e\u9ad4\u884c\u696d\u7684\u6574\u9ad4\u8da8\u52e2\uff0c\u800c\u4e26\u975eMarvell\u55ae\u7368\u5b58\u5728\u7684\u554f\u984c\u3002<\/p>\n

CEO\u8a55\u8ad6\uff1a\u7b2c\u56db\u5b63\u5ea6\u524d\u666f\u6a02\u89c0<\/h2>\n

\u5c0d\u65bc\u7b2c\u4e09\u5b63\u5ea6\u7684\u696d\u7e3e\u548c\u5373\u5c07\u5230\u4f86\u7684\u7b2c\u56db\u5b63\u5ea6\uff0cMarvell\u7684\u9996\u5e2d\u57f7\u884c\u5b98Matt Murphy\u8a55\u8ad6\u9053\uff1a
\n\u201cAI\u9700\u6c42\u7684\u5f37\u52c1\u9a45\u52d5\u4e0b\uff0c\u516c\u53f82025\u8ca1\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u71df\u6536\u74b0\u6bd4\u589e\u957719%\uff0c\u5927\u5e45\u8d85\u51fa\u6211\u5011\u6307\u5f15\u7bc4\u570d\u7684\u4e2d\u503c\u3002\u9032\u5165\u7b2c\u56db\u5b63\u5ea6\uff0c\u6211\u5011\u9810\u8a08\u71df\u6536\u5c07\u74b0\u6bd4\u518d\u589e\u957719%\uff0c\u540c\u6bd4\u589e\u901f\u52a0\u901f\u81f326%\uff0c\u6a19\u8a8c\u8457Marvell\u6b65\u5165\u589e\u9577\u65b0\u7d00\u5143\u3002\u201d<\/p>\n

\u4ed6\u9032\u4e00\u6b65\u63d0\u5230\uff1a\u201c\u7b2c\u4e09\u5b63\u5ea6\u7684\u5353\u8d8a\u8868\u73fe\uff0c\u4ee5\u53ca\u6211\u5011\u5c0d\u7b2c\u56db\u5b63\u5ea6\u7684\u5f37\u52c1\u9810\u671f\uff0c\u9a45\u52d5\u529b\u4e3b\u8981\u90fd\u662f\u76ee\u524d\u5df2\u7d93\u91cf\u7522\u7684\u5b9a\u5236AI\u82af\u7247\u9805\u76ee\uff0c\u540c\u6642\u96f2\u8a08\u7b97\u5ba2\u6236\u5c0d\u6211\u5011\u5e02\u5834\u9818\u5148\u7684\u4e92\u806f\u7522\u54c1\u7684\u9700\u6c42\u6301\u7e8c\u5f37\u52c1\u3002\u201d<\/p>\n

Murphy\u9084\u8868\u793a\uff0c\u9664\u4e86\u9810\u671f\u672c\u8ca1\u5e74\u5f37\u52e2\u6536\u5c3e\uff0c\u7ba1\u7406\u5c64\u9084\u9810\u8a08\u201c\u9019\u4e00\u5f37\u52c1\u589e\u9577\u52e2\u982d\u5c07\u5ef6\u7e8c\u81f32026\u8ca1\u5e74\u201d\u3002<\/p>\n

\u672a\u4f86\u5c55\u671b\uff1a\u5f37\u52c1\u589e\u9577\u524d\u666f<\/h2>\n

\u5c0d\u65bc2025\u8ca1\u5e74\u7b2c\u56db\u5b63\u5ea6\uff082025\u5e741\u6708\u5e95\/2\u6708\u521d\u7d50\u675f\uff09\uff0c\u7ba1\u7406\u5c64\u9810\u8a08\uff1a<\/p>\n

    \n
  • \u6536\u5165\u5c07\u9054\u523018\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957726%\u3002<\/li>\n
  • \u8abf\u6574\u5f8c\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u5c07\u57280.54\u7f8e\u5143\u52300.64\u7f8e\u5143\u4e4b\u9593\uff0c\u540c\u6bd4\u589e\u957717%\u81f339%\uff08\u4e2d\u503c\u70ba28%\uff09\u3002<\/li>\n<\/ul>\n

    \u76f8\u6bd4\u4e4b\u4e0b\uff0c\u83ef\u723e\u8857\u6b64\u524d\u9810\u671f\u7b2c\u56db\u5b63\u5ea6\u8abf\u6574\u5f8c\u6bcf\u80a1\u6536\u76ca\u70ba0.52\u7f8e\u5143\uff0c\u6536\u516516.5\u5104\u7f8e\u5143\uff0c\u986f\u7136Marvell\u7684\u696d\u7e3e\u6307\u5f15\u5927\u5927\u8d85\u904e\u5e02\u5834\u9810\u671f\u3002<\/p>\n

    \u7e3d\u7d50\uff1aAI\u696d\u52d9\u652f\u6490\u589e\u9577\u8f49\u578b<\/h2>\n

    \u5118\u7ba12025\u8ca1\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u71df\u6536\u548c\u76c8\u5229\u589e\u901f\u8f03\u70ba\u6eab\u548c\uff08\u5206\u5225\u70ba+7%\u548c+5%\uff09\uff0c\u4f46\u7b2c\u56db\u5b63\u5ea6\u7684\u5f37\u52c1\u5c55\u671b\u986f\u793a\uff0c\u5728\u4eba\u5de5\u667a\u80fd\u9a45\u52d5\u7684\u6578\u64da\u4e2d\u5fc3\u696d\u52d9\u7684\u63a8\u52d5\u4e0b\uff0c\u516c\u53f8\u5df2\u7d93\u9032\u5165\u589e\u9577\u7684\u65b0\u968e\u6bb5\u3002\u6b64\u5916\uff0c\u96a8\u8457\u5176\u4ed6\u7d42\u7aef\u5e02\u5834\u9700\u6c42\u7684\u9010\u6b65\u6539\u5584\uff0c\u516c\u53f8\u5728\u672a\u4f86\u5e7e\u500b\u5b63\u5ea6\u6709\u671b\u986f\u793a\u51fa\u66f4\u5f37\u7684\u696d\u7e3e\u5f48\u6027\u3002<\/p>\n

    \u5206\u6790\u5e2b\u4e00\u81f4\u8a8d\u70ba\uff0cAI\u9818\u57df\u7684\u5f37\u52c1\u9700\u6c42\uff0c\u4ee5\u53caMarvell\u5feb\u901f\u589e\u9577\u7684AI\u5b9a\u5236\u82af\u7247\u548c\u4e92\u806f\u7522\u54c1\u696d\u52d9\uff0c\u6b63\u5728\u63a8\u52d5\u516c\u53f8\u8f49\u578b\u70ba\u4e00\u5bb6\u4ee5\u6578\u64da\u4e2d\u5fc3\u70ba\u6838\u5fc3\u696d\u52d9\u7684\u9818\u5c0e\u578b\u4f01\u696d\u3002\u9019\u5c07\u70ba\u6295\u8cc7\u8005\u5e36\u4f86\u9577\u671f\u589e\u9577\u6a5f\u9047\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

    \u9031\u4e09\uff0cMarvell Technology (NASDAQ: MRVL\uff09\u80a1\u50f9\u5927\u6f3223.19%\uff0c\u539f\u56e0\u662f\u8a72\u6578\u64da\u57fa\u790e […]<\/p>\n","protected":false},"author":27,"featured_media":542819,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[675,2174,2138,2236],"class_list":["post-559360","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag--zh-hant","tag-2174","tag-2138","tag-2236","sectors-technology-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/559360","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=559360"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/559360\/revisions"}],"predecessor-version":[{"id":559366,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/559360\/revisions\/559366"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/542819"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=559360"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=559360"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=559360"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}