[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-marvell-stock-is-up-186-in-six-months-and-joined-the-sp-500-in-june-its-down-29-since-ZH":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":254,"relatedPosts":261,"suggestedPosts":333},{"id":224,"title":225,"date":226,"modified":226,"excerpt":227,"content":228,"wordCount":229,"lang":230,"uri":231,"slug":232,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":233,"featuredImageMetadata":234,"author":237,"editor":242,"categories":245,"relatedPosts":251,"seo":252},129013,"Marvell股价在六个月内上涨186%，并于6月加入标普500指数。此后已下跌29%。","2026-09-06T18:44:21","\u003Cp>Marvell股价在六个月内因AI芯片需求飙升186%，随后三个月内回撤29%，因华尔街对其与谷歌合作的回报时机提出质疑。\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways-for-marvell-technology-stock-as-of-september-2026\" class=\"wp-block-heading\">截至2026年9月迈威尔科技股票的关键要点\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>六个月飙升：\u003C\u002Fstrong> 迈威尔科技股票在3月初至9月4日期间上涨了186%，这得益于英伟达20亿美元的硅光投资、被纳入标普500指数，以及一份价值高达1200亿美元的谷歌定制芯片协议。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>季度反转：\u003C\u002Fstrong> 同一只股票自6月初以来已下跌29%。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>分析师分歧：\u003C\u002Fstrong> 在41份预估中，覆盖评级为31个买入、8个跑赢大盘、5个持有和1个卖出，285美元的平均目标价较当前224美元的价格高出27%。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>模型上行空间：\u003C\u002Fstrong> TIKR的中性估值模型目标价为迈威尔股票到2031年1月达到761美元，这意味着4.4年内240%的总回报率，年化回报率为32%。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>迈威尔股票六个月涨186%，三个月回撤29%。在TIKR上免费查看MRVL的完整价格和收益历史 →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-why-marvell-stock-rallied-186-then-gave-back-29-in-months\" class=\"wp-block-heading\">为何迈威尔股票数月内先涨186%后回撤29%\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1118\" height=\"744\" data-public-id=\"images\u002Fimage-146_129019bacf4\u002Fimage-146_129019bacf4.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1118,h_744,c_scale\u002Ff_webp,q_auto\u002Fv1788719327\u002Fimages\u002Fimage-146_129019bacf4\u002Fimage-146_129019bacf4.png?_i=AA\" alt=\"marvell technologies stock price 6 months\" class=\"wp-post-129013 wp-image-129019\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788719327\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788719327\u002Fimages\u002Fimage-146_129019bacf4\u002Fimage-146_129019bacf4.png?_i=AA 1118w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788719327\u002Fimages\u002Fimage-146_129019bacf4\u002Fimage-146_129019bacf4.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1788719327\u002Fimages\u002Fimage-146_129019bacf4\u002Fimage-146_129019bacf4.png?_i=AA 300w\" sizes=\"auto, (max-width: 1118px) 100vw, 1118px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">MRVL 股价：6个月 \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=31158&tid=2666094&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1118\" height=\"744\" data-public-id=\"images\u002Fimage-144_129017a4a23\u002Fimage-144_129017a4a23.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1118,h_744,c_scale\u002Ff_webp,q_auto\u002Fv1788719308\u002Fimages\u002Fimage-144_129017a4a23\u002Fimage-144_129017a4a23.png?_i=AA\" alt=\"marvell technologies stock 3 months\" class=\"wp-post-129013 wp-image-129017\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788719308\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788719308\u002Fimages\u002Fimage-144_129017a4a23\u002Fimage-144_129017a4a23.png?_i=AA 1118w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788719308\u002Fimages\u002Fimage-144_129017a4a23\u002Fimage-144_129017a4a23.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1788719308\u002Fimages\u002Fimage-144_129017a4a23\u002Fimage-144_129017a4a23.png?_i=AA 300w\" sizes=\"auto, (max-width: 1118px) 100vw, 1118px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">MRVL 股价：3个月 \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=31158&tid=2666094&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">迈威尔科技 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=31158&tid=2666094&ref=q2enxr\">MRVL\u003C\u002Fa>) 股票于9月4日收于224美元，较3月初的六个月上涨了186%，但较6月峰值下跌了29%。这两个数字描述的是同一笔交易在缓慢平仓的过程。投资者在春季不断为不断扩大的AI基础设施故事定价，然后在过去三个月里又认为他们过早地定价了太多利好。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">上涨始于3月31日，当时\u003Ca href=\"https:\u002F\u002Finvestor.nvidia.com\u002Fnews\u002Fpress-release-details\u002F2026\u002FNVIDIA-AI-Ecosystem-Expands-as-Marvell-Joins-Forces-Through-NVLink-Fusion\u002Fdefault.aspx\">英伟达同意向迈威尔投资20亿美元，两家公司表示将在硅光技术和NVLink Fusion集成方面进行合作\u003C\u002Fa>。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1272\" height=\"646\" data-public-id=\"images\u002Fimage-147_1290214b018\u002Fimage-147_1290214b018.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1272,h_646,c_scale\u002Ff_webp,q_auto\u002Fv1788719762\u002Fimages\u002Fimage-147_1290214b018\u002Fimage-147_1290214b018.png?_i=AA\" alt=\"marvell technologies stock q1 2027 earnings\" class=\"wp-post-129013 wp-image-129021\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788719762\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788719762\u002Fimages\u002Fimage-147_1290214b018\u002Fimage-147_1290214b018.png?_i=AA 1272w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_609,c_scale\u002Ff_webp,q_auto\u002Fv1788719762\u002Fimages\u002Fimage-147_1290214b018\u002Fimage-147_1290214b018.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_152,c_scale\u002Ff_webp,q_auto\u002Fv1788719762\u002Fimages\u002Fimage-147_1290214b018\u002Fimage-147_1290214b018.png?_i=AA 300w\" sizes=\"auto, (max-width: 1272px) 100vw, 1272px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">MRVL 股票 2027财年第一季度收益（美元） \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=31158&tid=2666094&e=1998854953&ts=3741893&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=31158&tid=2666094&e=1998854953&ts=3741893&ref=q2enxr\">迈威尔5月27日的第一季度电话会议\u003C\u002Fa> 火上浇油：管理层将其2027财年营收指引上调至120亿美元（原为115亿美元），2028财年上调至165亿美元，数据中心增长指引为50%。6月6日确认迈威尔将加入标普500指数引发了新一轮买盘，随着故事不断发酵，股价突破300美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">随后在7月29日，\u003Ca href=\"https:\u002F\u002Fwww.reuters.com\u002Ftechnology\u002Fmarvell-grants-google-122-billion-stock-warrant-custom-chip-deal-2026-08-19\u002F\">迈威尔与谷歌就定制半导体产品达成商业协议\u003C\u002Fa>，该协议于8月19日通过一份认股权证公开披露，该权证允许谷歌以每股206.58美元的价格购买最多5897万股，这笔交易可能在2033财年前产生高达1200亿美元的营收，并使谷歌成为迈威尔的最大股东之一。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这笔交易本应是回报。相反，它却成了反转的导火索。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1278\" height=\"646\" data-public-id=\"images\u002Fimage-148_1290226ff63\u002Fimage-148_1290226ff63.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1278,h_646,c_scale\u002Ff_webp,q_auto\u002Fv1788719788\u002Fimages\u002Fimage-148_1290226ff63\u002Fimage-148_1290226ff63.png?_i=AA\" alt=\"marvell technologies stock q2 2027 earnings\" class=\"wp-post-129013 wp-image-129022\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788719788\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788719788\u002Fimages\u002Fimage-148_1290226ff63\u002Fimage-148_1290226ff63.png?_i=AA 1278w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_607,c_scale\u002Ff_webp,q_auto\u002Fv1788719788\u002Fimages\u002Fimage-148_1290226ff63\u002Fimage-148_1290226ff63.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_152,c_scale\u002Ff_webp,q_auto\u002Fv1788719788\u002Fimages\u002Fimage-148_1290226ff63\u002Fimage-148_1290226ff63.png?_i=AA 300w\" sizes=\"auto, (max-width: 1278px) 100vw, 1278px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">MRVL 股票第二季度收益（美元） \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=31158&tid=2666094&e=2013923974&ts=3805762&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=31158&tid=2666094&e=2013923974&ts=3805762&ref=q2enxr\">迈威尔8月27日的第二季度电话会议\u003C\u002Fa> 业绩超出预期并再次上调指引，2027财年营收从115亿美元上调至120亿美元，2028财年从165亿美元上调至180亿美元，数据中心增长从50%上调至60%。投资者在5月份欢呼的每一个数字在8月份都变得更大了。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">然而股价还是下跌了，盘后下跌超过6%，次日早盘低开8%，因为首席执行官马特·墨菲告诉分析师，投资者建模到明年的谷歌营收已经计入他们已有的数字中：\"我们现在已经将作为此认股权证一部分的营收考虑在内了……我们面前正在执行或刚刚开始量产的项目……将在2029财年贡献更多。\" 这个推高股票估值一个月的数字毕竟不是增量，而标题数字与近期现金流之间的差距正是投资者抛售的原因。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1120\" height=\"740\" data-public-id=\"images\u002Fimage-149_12902348d2c\u002Fimage-149_12902348d2c.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1120,h_740,c_scale\u002Ff_webp,q_auto\u002Fv1788720020\u002Fimages\u002Fimage-149_12902348d2c\u002Fimage-149_12902348d2c.png?_i=AA\" alt=\"marvell technologies stock p\u002Fe\" class=\"wp-post-129013 wp-image-129023\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788720020\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788720020\u002Fimages\u002Fimage-149_12902348d2c\u002Fimage-149_12902348d2c.png?_i=AA 1120w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_198,c_scale\u002Ff_webp,q_auto\u002Fv1788720020\u002Fimages\u002Fimage-149_12902348d2c\u002Fimage-149_12902348d2c.png?_i=AA 300w\" sizes=\"auto, (max-width: 1120px) 100vw, 1120px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">MRVL 股票市盈率 \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fmultiples?cid=31158&tid=2666094&tab=multi&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">迈威尔的前瞻市盈率讲述了一个比价格图表更稳定的故事。未来12个月价格对标准化收益的倍数在5月为43倍，财报发布前为41倍，目前为41倍，这个区间几乎没有变动，而股价却双向波动了29%。这种稳定性表明，驱动这一轮涨跌的更多是盈利预期的变化，而非任何估值倍数的重新定价。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">总裁兼首席运营官克里斯·库普曼斯也在9月1日以每股203.27美元的价格出售了1万股，接近本轮上涨以来的低点。迈威尔股票的这轮涨跌并不是业务破裂的故事。这是一个关于市场将2029财年的回报提前计入2027财年股价，现在正等待时间兑现的故事。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>迈威尔表示其谷歌带来的意外之财将累积到2029财年，而非今年。在TIKR上免费追踪MRVL的定制芯片进展 →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-street-keeps-raising-marvell-stock-s-target-even-as-shares-slide\" class=\"wp-block-heading\">尽管股价下跌，华尔街仍在持续上调迈威尔股票目标价\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">截至9月4日，覆盖迈威尔股票的分析师评级为31个买入、8个跑赢大盘、5个持有和1个卖出，共41个目标价。285美元的平均目标价较股票224美元的收盘价高出27%。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1030\" height=\"680\" data-public-id=\"images\u002Fimage-143_129015a9305\u002Fimage-143_129015a9305.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1030,h_680,c_scale\u002Ff_webp,q_auto\u002Fv1788719187\u002Fimages\u002Fimage-143_129015a9305\u002Fimage-143_129015a9305.png?_i=AA\" alt=\"mrvl stock street analysts target\" class=\"wp-post-129013 wp-image-129015\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788719187\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788719187\u002Fimages\u002Fimage-143_129015a9305\u002Fimage-143_129015a9305.png?_i=AA 1030w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_198,c_scale\u002Ff_webp,q_auto\u002Fv1788719187\u002Fimages\u002Fimage-143_129015a9305\u002Fimage-143_129015a9305.png?_i=AA 300w\" sizes=\"auto, (max-width: 1030px) 100vw, 1030px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">华尔街分析师对MRVL股票的目标价 \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-wall-street-s-take-on-x-stock\">回到5月2日，迈威尔股票收于165美元，已经比当时华尔街128美元的平均目标价高出29%。春季的上涨超出了分析师愿意建模的范围。整个夏季，覆盖评级迅速跟进：平均目标价在8月1日跃升至257美元，目前为285美元，尽管持有评级从一年前的12个降至目前的5个，而买入评级则从27个升至31个。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-wall-street-s-take-on-x-stock\">分析师花了数月时间追赶一只先是超越其目标价、随后又回调至目标价以下的股票，目前27%的差距看起来像是成长股在经历了5月和8月两个极端情况后的正常缓冲。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">TIKR的761美元目标价仍看好迈威尔股票有上涨空间\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR的中性估值模型预计迈威尔股票到2031年1月价值为761美元，这意味着从当前224美元的价格有240%的总回报，或在未来4.4年内年化回报率为32%。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4966\" height=\"4046\" data-public-id=\"images\u002FMRVL_valuation_model-5_12901681adb\u002FMRVL_valuation_model-5_12901681adb.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4966,h_4046,c_scale\u002Ff_webp,q_auto\u002Fv1788719256\u002Fimages\u002FMRVL_valuation_model-5_12901681adb\u002FMRVL_valuation_model-5_12901681adb.png?_i=AA\" alt=\"tikr valuation model results\" class=\"wp-post-129013 wp-image-129016\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788719256\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788719256\u002Fimages\u002FMRVL_valuation_model-5_12901681adb\u002FMRVL_valuation_model-5_12901681adb.png?_i=AA 4966w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_978,c_scale\u002Ff_webp,q_auto\u002Fv1788719256\u002Fimages\u002FMRVL_valuation_model-5_12901681adb\u002FMRVL_valuation_model-5_12901681adb.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1141,c_scale\u002Ff_webp,q_auto\u002Fv1788719256\u002Fimages\u002FMRVL_valuation_model-5_12901681adb\u002FMRVL_valuation_model-5_12901681adb.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_244,c_scale\u002Ff_webp,q_auto\u002Fv1788719256\u002Fimages\u002FMRVL_valuation_model-5_12901681adb\u002FMRVL_valuation_model-5_12901681adb.png?_i=AA 300w\" sizes=\"auto, (max-width: 4966px) 100vw, 4966px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">MRVL 股票估值模型结果 \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这个年化回报率远高于投资者通常对一家成熟半导体公司的预期，其回报假设是迈威尔继续以管理层指引的速度而非6月以来股票交易的速度来复合营收增长。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">该模型的依据正是那推动股价先涨186%后跌29%的定制芯片积压订单。TIKR的假设展望到2031年，而市场在8月份则是在为未来两个季度定价。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\"> 迈威尔已连续两次在电话会议中上调其2027财年和2028财年的营收指引，而华尔街平均目标价与当前股价之间27%的差距表明，即使股票在寻找底部，专业覆盖评级也并未放弃这一增长轨迹。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>TIKR的模型仍认为迈威尔股票到2031年价值761美元。在TIKR上免费查看该预测背后的假设 →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-should-you-invest-in-marvell-technology-inc\" class=\"wp-block-heading\">\u003Cstrong>你应该投资迈威尔科技公司吗？\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">唯一真正知道的方法是亲自查看数据。TIKR为您免费提供专业分析师用来回答这个问题的机构级财务数据。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">打开迈威尔科技公司股票，您将看到多年的历史财务数据、华尔街分析师对未来几个季度营收和盈利的预期、估值倍数随时间的变化，以及目标价是呈上升还是下降趋势。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">您可以建立一个免费的观察列表来追踪迈威尔科技公司以及您关注的所有其他股票。无需信用卡。只需您做决定所需的数据。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>在TIKR上免费访问专业工具分析MRVL股票 →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">\u003Cstrong>寻找新机会？\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>查看\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">亿万富翁投资者正在买入哪些股票\u003C\u002Fa>，以便跟随聪明钱。\u003C\u002Fli>\n\n\n\n\u003Cli>使用TIKR一体化、易于使用的平台，\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">在短短5分钟内分析股票\u003C\u002Fa>。\u003C\u002Fli>\n\n\n\n\u003Cli>您翻开的石头越多……发现的机会就越多。\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">使用TIKR搜索10万+全球股票、全球顶级投资者持仓等。\u003C\u002Fa>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">免责声明：\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR上的文章并非TIKR或我们的内容团队提供的投资或财务建议，也不是买入或卖出任何股票的建议。我们的内容基于TIKR Terminal的投资数据和分析师预估。我们的分析可能未包含最新的公司新闻或重要更新。TIKR对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",1304,"zh","\u002Fblog\u002Fmarvell-stock-is-up-186-in-six-months-and-joined-the-sp-500-in-june-its-down-29-since","marvell-stock-is-up-186-in-six-months-and-joined-the-sp-500-in-june-its-down-29-since","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1539-600x360.png",{"altText":235,"imageCredit":236},"Marvell Stock Is Up 186% in Six Months and Joined the S&P 500 in June. It’s Down 29% Since.","",{"name":238,"slug":239,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":241},"Gian Estrada","giantikr","author",[],{"name":238,"slug":239,"role":243,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":244},"editor",[],[246],{"name":247,"slug":248,"uri":249,"description":236,"postsCount":250},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":235,"metaDesc":253,"opengraphDescription":253,"twitterTitle":235,"twitterDescription":253},"Marvell stock climbed 186% over six months on AI chip demand, then gave back 29% in three as Wall Street questioned the timing of its Google payoff.",{"title":255,"description":253,"twitterTitle":255,"twitterDescription":253,"author":238,"articlePublisher":256,"articlePublishedTime":226,"articleModifiedTime":226,"twitterLabel1":257,"twitterData1":258,"ogTitle":255,"ogDescription":253,"ogUrl":231,"ogImage":233,"ogImageWidth":259,"ogImageHeight":260,"ogImageSecureUrl":233,"ogImageAlt":235,"twitterImage":233},"Marvell Stock Is Up 186% in Six Months and Joined the S&P 500 in June. It’s Down 29% Since.","TIKR.com","预计阅读时间","2 minutes",1200,630,[262,276,290,305,319],{"id":250,"title":263,"date":264,"excerpt":265,"wordCount":266,"uri":267,"slug":268,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":269,"featuredImageMetadata":270,"author":271,"categories":273,"relatedPosts":275},"16位分析师覆盖一级方程式股票。以下是他们不再给出卖出评级的原因。","2026-09-06 18:17:11","Formula One Group股票目前较华尔街120美元的平均目标价低26%，此前固定赛程安排和6亿美元债务再融资重塑了前景预期。",1279,"\u002Fblog\u002F16-analysts-cover-formula-one-stock-heres-why-none-of-them-rate-it-a-sell-anymore","16-analysts-cover-formula-one-stock-heres-why-none-of-them-rate-it-a-sell-anymore","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1538-600x360.png",{"altText":263},{"name":238,"slug":239,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":272},[],[274],{"name":247,"slug":248,"uri":249,"description":236,"postsCount":250},[],{"id":250,"title":277,"date":278,"excerpt":279,"wordCount":280,"uri":281,"slug":282,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":283,"featuredImageMetadata":284,"author":285,"categories":287,"relatedPosts":289},"Caris生命科学股票三个月内上涨45%。公司总裁刚刚套现1475万美元。","2026-09-06 10:47:14","Caris Life Sciences的股价数月来一直徘徊在18美元区间。一次业绩超预期后，市场不再等待华尔街分析师们跟进上调预期。",1100,"\u002Fblog\u002Fcaris-life-sciences-stock-is-up-45-in-three-months-its-president-just-sold-14-75-million","caris-life-sciences-stock-is-up-45-in-three-months-its-president-just-sold-14-75-million","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1537-600x360.png",{"altText":277},{"name":238,"slug":239,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":286},[],[288],{"name":247,"slug":248,"uri":249,"description":236,"postsCount":250},[],{"id":250,"title":291,"date":292,"excerpt":293,"wordCount":294,"uri":295,"slug":296,"cloudinaryAssetId":297,"featuredImageOriginalUrl":298,"featuredImageMetadata":299,"author":300,"categories":302,"relatedPosts":304},"Energy Transfer上调EBITDA预期：基于合约保障的2027年增长，目标价31美元","2026-09-06 10:30:00","华尔街认为现金流将见底。TIKR则看到，在59亿美元已签约的2027年增长背后，存在一个融资选择。",1221,"\u002Fblog\u002Fenergy-transfers-raised-ebitda-guidance-a-31-target-price-backed-by-contracted-2027-growth","energy-transfers-raised-ebitda-guidance-a-31-target-price-backed-by-contracted-2027-growth","images\u002FFEATURED-IMAGE-MAKER-1533\u002FFEATURED-IMAGE-MAKER-1533","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788679664\u002Fimages\u002FFEATURED-IMAGE-MAKER-1533\u002FFEATURED-IMAGE-MAKER-1533.png?_i=AA",{"altText":291},{"name":238,"slug":239,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":301},[],[303],{"name":247,"slug":248,"uri":249,"description":236,"postsCount":250},[],{"id":250,"title":306,"date":307,"excerpt":236,"wordCount":308,"uri":309,"slug":310,"cloudinaryAssetId":311,"featuredImageOriginalUrl":312,"featuredImageMetadata":313,"author":314,"categories":316,"relatedPosts":318},"万事达卡股价三个月内上涨20%。财报超预期解释了原因。","2026-09-06 10:00:00",1145,"\u002Fblog\u002Fmastercard-stock-is-up-20-in-three-months-the-earnings-beat-explains-why","mastercard-stock-is-up-20-in-three-months-the-earnings-beat-explains-why","images\u002FFEATURED-IMAGE-MAKER-1530\u002FFEATURED-IMAGE-MAKER-1530","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788671432\u002Fimages\u002FFEATURED-IMAGE-MAKER-1530\u002FFEATURED-IMAGE-MAKER-1530.png?_i=AA",{"altText":306},{"name":238,"slug":239,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":315},[],[317],{"name":247,"slug":248,"uri":249,"description":236,"postsCount":250},[],{"id":250,"title":320,"date":307,"excerpt":321,"wordCount":322,"uri":323,"slug":324,"cloudinaryAssetId":325,"featuredImageOriginalUrl":326,"featuredImageMetadata":327,"author":328,"categories":330,"relatedPosts":332},"华纳兄弟探索选择派拉蒙而非奈飞。这对奈飞股价意味着什么。","华纳兄弟探索公司放弃了Netflix，转而选择了派拉蒙，而Netflix的股价仍在为那笔从未达成的1100亿美元交易付出代价。",1135,"\u002Fblog\u002Fwarner-bros-discovery-chose-paramount-over-netflix-heres-what-that-cost-netflix-stock","warner-bros-discovery-chose-paramount-over-netflix-heres-what-that-cost-netflix-stock","images\u002FFEATURED-IMAGE-MAKER-1532\u002FFEATURED-IMAGE-MAKER-1532","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788674268\u002Fimages\u002FFEATURED-IMAGE-MAKER-1532\u002FFEATURED-IMAGE-MAKER-1532.png?_i=AA",{"altText":320},{"name":238,"slug":239,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":329},[],[331],{"name":247,"slug":248,"uri":249,"description":236,"postsCount":250},[],[334,354,369,384,399,414,434,449,464,479,494,512,527,542,557],{"id":250,"title":335,"date":336,"excerpt":337,"wordCount":338,"uri":339,"slug":340,"cloudinaryAssetId":341,"featuredImageOriginalUrl":342,"featuredImageMetadata":343,"author":344,"categories":348,"relatedPosts":353},"Snap股价今年下跌33%，其自由现金流却创下历史新高","2026-09-06 16:03:00","市场多年来一直在惩罚Snap。其核心业务正悄然产生比以往任何时候都多的现金流。",1015,"\u002Fblog\u002Fsnaps-stock-is-down-33-this-year-its-free-cash-flow-just-hit-an-all-time-high","snaps-stock-is-down-33-this-year-its-free-cash-flow-just-hit-an-all-time-high","images\u002FSnapchat-Featured_12900433f3d\u002FSnapchat-Featured_12900433f3d","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788699767\u002Fimages\u002FSnapchat-Featured_12900433f3d\u002FSnapchat-Featured_12900433f3d.png?_i=AA",{"altText":335},{"name":345,"slug":346,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":347},"David 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14:48:00","QUBT拥有政府合同、三星制造合作伙伴关系，以及约9.3亿美元的净现金。商业收入仍需数月才能实现。",1007,"\u002Fblog\u002Fquantum-computing-inc-is-down-37-from-its-peak-the-technology-is-real-the-revenue-isnt-yet","quantum-computing-inc-is-down-37-from-its-peak-the-technology-is-real-the-revenue-isnt-yet","images\u002FQuantum-Computing-Featured_1289911c0ee\u002FQuantum-Computing-Featured_1289911c0ee","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788698853\u002Fimages\u002FQuantum-Computing-Featured_1289911c0ee\u002FQuantum-Computing-Featured_1289911c0ee.png?_i=AA",{"altText":355},{"name":345,"slug":346,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":365},[],[367],{"name":350,"slug":351,"uri":352,"description":236,"postsCount":250},[],{"id":250,"title":370,"date":371,"excerpt":372,"wordCount":373,"uri":374,"slug":375,"cloudinaryAssetId":376,"featuredImageOriginalUrl":377,"featuredImageMetadata":378,"author":379,"categories":381,"relatedPosts":383},"福特上调业绩展望的同时报告亏损。以下是两者皆成立的原因。","2026-09-06 13:33:00","剔除一次性费用后，福特的核心业务正产生多年来最强劲的现金流。",1094,"\u002Fblog\u002Fford-is-raising-guidance-while-reporting-a-loss-heres-why-both-things-are-true","ford-is-raising-guidance-while-reporting-a-loss-heres-why-both-things-are-true","images\u002FFord-Featred\u002FFord-Featred","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788697950\u002Fimages\u002FFord-Featred\u002FFord-Featred.png?_i=AA",{"altText":370},{"name":345,"slug":346,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":380},[],[382],{"name":350,"slug":351,"uri":352,"description":236,"postsCount":250},[],{"id":250,"title":385,"date":386,"excerpt":387,"wordCount":388,"uri":389,"slug":390,"cloudinaryAssetId":391,"featuredImageOriginalUrl":392,"featuredImageMetadata":393,"author":394,"categories":396,"relatedPosts":398},"**SPX Technologies 股价过去三个月下跌 17% 的背后原因**","2026-09-06 10:11:36","SPX 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01:41:00","Lumentum股价在2026年已上涨逾一倍，而内部人士却在悄然减持股份，不过其AI光学器件盈利能力的投资逻辑已显著增强。",1251,"\u002Fblog\u002Flumentum-stock-has-more-than-doubled-in-2026-the-ai-optics-trade-explains-why","lumentum-stock-has-more-than-doubled-in-2026-the-ai-optics-trade-explains-why","images\u002FFEATURED-IMAGE-MAKER-1535\u002FFEATURED-IMAGE-MAKER-1535","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788688216\u002Fimages\u002FFEATURED-IMAGE-MAKER-1535\u002FFEATURED-IMAGE-MAKER-1535.png?_i=AA",{"altText":400},{"name":238,"slug":239,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":410},[],[412],{"name":350,"slug":351,"uri":352,"description":236,"postsCount":250},[],{"id":250,"title":415,"date":416,"excerpt":417,"wordCount":418,"uri":419,"slug":420,"cloudinaryAssetId":421,"featuredImageOriginalUrl":422,"featuredImageMetadata":423,"author":424,"categories":428,"relatedPosts":433},"Vicor股票过去一年上涨263%，到2031年是否仍有上涨空间？","2026-09-05 12:48:45","VICR的授权业务和AI算力芯片正推动其实现巨大增长。以下是TIKR模型对该公司股票到2031年上涨潜力的预测。",1122,"\u002Fblog\u002Fvicr-stock-vicor-valuation-2031","vicr-stock-vicor-valuation-2031","images\u002FVICR-stock_128833b8ae1\u002FVICR-stock_128833b8ae1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788600796\u002Fimages\u002FVICR-stock_128833b8ae1\u002FVICR-stock_128833b8ae1.png?_i=AA",{"altText":415},{"name":425,"slug":426,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":427},"Aditya Raghunath","adityatikr",[],[429],{"name":430,"slug":431,"uri":432,"description":236,"postsCount":250},"估价","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":250,"title":435,"date":436,"excerpt":437,"wordCount":438,"uri":439,"slug":440,"cloudinaryAssetId":441,"featuredImageOriginalUrl":442,"featuredImageMetadata":443,"author":444,"categories":446,"relatedPosts":448},"过去12个月下跌39%，FIS股票能否在2027年反弹？","2026-09-05 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12:47:34","TRI的AI产品正推动增长加速。以下是TIKR估值模型对汤森路透股票到2030年上行空间的预测。",1159,"\u002Fblog\u002Ftri-stock-thomson-reuters-valuation-2030","tri-stock-thomson-reuters-valuation-2030","images\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788520829\u002Fimages\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva.png?_i=AA",{"altText":450},{"name":425,"slug":426,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":460},[],[462],{"name":430,"slug":431,"uri":432,"description":236,"postsCount":250},[],{"id":250,"title":465,"date":466,"excerpt":467,"wordCount":468,"uri":469,"slug":470,"cloudinaryAssetId":471,"featuredImageOriginalUrl":472,"featuredImageMetadata":473,"author":474,"categories":476,"relatedPosts":478},"2026年上涨20%，特雷克斯股票到2030年还有更多上涨空间吗？","2026-09-02 14:32:39","TEX公布了创纪录的订单积压并上调了业绩指引。以下是TIKR估值模型对特雷克斯股票到2030年上涨空间的预测。",1128,"\u002Fblog\u002Ftex-stock-terex-valuation-2030","tex-stock-terex-valuation-2030","images\u002FTEX-stock_1283813fcd7\u002FTEX-stock_1283813fcd7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788350892\u002Fimages\u002FTEX-stock_1283813fcd7\u002FTEX-stock_1283813fcd7.png?_i=AA",{"altText":465},{"name":425,"slug":426,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":475},[],[477],{"name":430,"slug":431,"uri":432,"description":236,"postsCount":250},[],{"id":250,"title":480,"date":481,"excerpt":482,"wordCount":483,"uri":484,"slug":485,"cloudinaryAssetId":486,"featuredImageOriginalUrl":487,"featuredImageMetadata":488,"author":489,"categories":491,"relatedPosts":493},"Ciena股价过去一年上涨280%：到2028年是否仍有上涨空间？","2026-09-02 14:32:26","Ciena (CIEN) 股价在创纪录季度后报收于 $360。查看 TIKR 模型，了解 CIEN 的目标价、估值假设以及看涨\u002F看跌情景。",1069,"\u002Fblog\u002Fciena-cien-stock-valuation-analysis-2026","ciena-cien-stock-valuation-analysis-2026","images\u002FCIEN-stock_12839390aca\u002FCIEN-stock_12839390aca","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788357633\u002Fimages\u002FCIEN-stock_12839390aca\u002FCIEN-stock_12839390aca.png?_i=AA",{"altText":480},{"name":425,"slug":426,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":490},[],[492],{"name":430,"slug":431,"uri":432,"description":236,"postsCount":250},[],{"id":250,"title":495,"date":496,"excerpt":497,"wordCount":498,"uri":499,"slug":500,"cloudinaryAssetId":501,"featuredImageOriginalUrl":502,"featuredImageMetadata":503,"author":504,"categories":506,"relatedPosts":511},"安霸股价大涨，创纪录的边缘AI需求推动第二财季营收超预期","2026-09-04 13:48:46","安霸股价上涨，此前该公司第二财季营收因创纪录的边缘AI需求而超出业绩指引，同时上调了五年市场预测。",810,"\u002Fblog\u002Fambarella-stock-rallies-record-edge-ai-revenue-beat","ambarella-stock-rallies-record-edge-ai-revenue-beat","images\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788526155\u002Fimages\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518.png?_i=AA",{"altText":495},{"name":425,"slug":426,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":505},[],[507],{"name":508,"slug":509,"uri":510,"description":236,"postsCount":250},"收益更新","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":250,"title":513,"date":514,"excerpt":515,"wordCount":516,"uri":517,"slug":518,"cloudinaryAssetId":519,"featuredImageOriginalUrl":520,"featuredImageMetadata":521,"author":522,"categories":524,"relatedPosts":526},"Lululemon第二季度息税前利润超预期。但业绩指引下调抹去了这一利好消息。","2026-09-04 09:30:00","Lululemon的GAAP每股收益达到2.92美元，这得益于一笔1.345亿美元的一次性关税退款，但调整后每股收益下降34%至2.06美元，同时公司大幅下调了业绩指引。",1020,"\u002Fblog\u002Flululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","lululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","images\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788505347\u002Fimages\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521.png?_i=AA",{"altText":513},{"name":238,"slug":239,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":523},[],[525],{"name":508,"slug":509,"uri":510,"description":236,"postsCount":250},[],{"id":250,"title":528,"date":529,"excerpt":530,"wordCount":531,"uri":532,"slug":533,"cloudinaryAssetId":534,"featuredImageOriginalUrl":535,"featuredImageMetadata":536,"author":537,"categories":539,"relatedPosts":541},"Samsara 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09:00:00","Samsara在单个季度内新增了242个价值10万美元以上的客户。年度经常性收入（ARR）刚刚突破21亿美元。",1045,"\u002Fblog\u002Fsamsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","samsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","images\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788503322\u002Fimages\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520.png?_i=AA",{"altText":528},{"name":238,"slug":239,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":538},[],[540],{"name":508,"slug":509,"uri":510,"description":236,"postsCount":250},[],{"id":250,"title":543,"date":544,"excerpt":545,"wordCount":546,"uri":547,"slug":548,"cloudinaryAssetId":549,"featuredImageOriginalUrl":550,"featuredImageMetadata":551,"author":552,"categories":554,"relatedPosts":556},"Zscaler第四季度业绩全线超预期。但2027财年指引未能延续这一势头。","2026-09-04 08:30:00","Zscaler第四季度营收达到8.98亿美元，同比增长25%，全面超出华尔街的各项预期指标。",982,"\u002Fblog\u002Fzscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","zscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","images\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501841\u002Fimages\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519.png?_i=AA",{"altText":543},{"name":238,"slug":239,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":553},[],[555],{"name":508,"slug":509,"uri":510,"description":236,"postsCount":250},[],{"id":250,"title":558,"date":559,"excerpt":560,"wordCount":561,"uri":562,"slug":563,"cloudinaryAssetId":564,"featuredImageOriginalUrl":565,"featuredImageMetadata":566,"author":567,"categories":569,"relatedPosts":571},"DocuSign Q2财报全线超预期。IAM平台功不可没。","2026-09-04 08:00:00","DocuSign的身份与访问管理平台在单个季度内跃升至年度经常性收入的15.1%，为上调的业绩指引和3.07亿美元的股票回购提供了资金支持。",956,"\u002Fblog\u002Fdocusigns-q2-earnings-beat-on-every-line-the-iam-platform-is-why","docusigns-q2-earnings-beat-on-every-line-the-iam-platform-is-why","images\u002FFEATURED-IMAGE-MAKER-1518\u002FFEATURED-IMAGE-MAKER-1518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501374\u002Fimages\u002FFEATURED-IMAGE-MAKER-1518\u002FFEATURED-IMAGE-MAKER-1518.png?_i=AA",{"altText":558},{"name":238,"slug":239,"role":240,"roleTitle":236,"biography":236,"avatar":236,"socialMediaLinks":568},[],[570],{"name":508,"slug":509,"uri":510,"description":236,"postsCount":250},[]]