{"id":48479,"date":"2026-06-05T09:24:51","date_gmt":"2026-06-05T09:24:51","guid":{"rendered":"https:\/\/www.vtmarketsmy.com\/cn\/uncategorized\/%e8%bf%88%e5%a8%81%e5%b0%94%e7%a7%91%e6%8a%80%e5%9c%a8%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e4%b8%8d%e6%96%ad%e6%89%a9%e5%bc%a0%e7%9a%84%e5%a4%9a%e9%87%8d%e5%ae%87%e5%ae%99%e4%b8%ad\/"},"modified":"2026-06-05T09:24:51","modified_gmt":"2026-06-05T09:24:51","slug":"%e8%bf%88%e5%a8%81%e5%b0%94%e7%a7%91%e6%8a%80%e5%9c%a8%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e4%b8%8d%e6%96%ad%e6%89%a9%e5%bc%a0%e7%9a%84%e5%a4%9a%e9%87%8d%e5%ae%87%e5%ae%99%e4%b8%ad","status":"publish","type":"post","link":"https:\/\/www.vtmarketsmy.com\/cn\/opinion\/%e8%bf%88%e5%a8%81%e5%b0%94%e7%a7%91%e6%8a%80%e5%9c%a8%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e4%b8%8d%e6%96%ad%e6%89%a9%e5%bc%a0%e7%9a%84%e5%a4%9a%e9%87%8d%e5%ae%87%e5%ae%99%e4%b8%ad\/","title":{"rendered":"\u8fc8\u5a01\u5c14\u79d1\u6280\u5728\u4eba\u5de5\u667a\u80fd\u4e0d\u65ad\u6269\u5f20\u7684\u591a\u91cd\u5b87\u5b99\u4e2d"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarketsmy.com\/cn\/wp-content\/uploads\/sites\/4\/2026\/06\/1_MRVL-1024x573.webp\" alt=\"\" class=\"wp-image-51814\"\/><\/figure>\n\n\n\n<p><strong>\u91cd\u70b9<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5728AI\uff08\u4eba\u5de5\u667a\u80fd\uff09\u6982\u5ff5\u80a1\u4e0d\u53ea\u770bNVIDIA\uff08\u82f1\u4f1f\u8fbe\uff09\u7684\u60c5\u51b5\u4e0b\uff0cMarvell Technology\uff08\u8fc8\u5a01\u5c14\u79d1\u6280\uff09\u91cd\u65b0\u83b7\u5f97\u5e02\u573a\u5173\u6ce8\u3002<\/li>\n\n\n\n<li>\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u5df2\u6210\u4e3a\u4e3b\u8981\u589e\u957f\u5f15\u64ce\uff0c\u53d7\u60e0\u4e8e\u5b9a\u5236\u82af\u7247\uff08\u4e3a\u7279\u5b9a\u5ba2\u6237\u91cf\u8eab\u6253\u9020\u7684\u82af\u7247\uff09\u3001\u5149\u7f51\u7edc\uff08\u7528\u5149\u7ea4\/\u5149\u6a21\u5757\u9ad8\u901f\u4f20\u8f93\u6570\u636e\uff09\u4e0e\u9ad8\u901f\u4e92\u8fde\uff08\u8bbe\u5907\u4e0e\u8bbe\u5907\u4e4b\u95f4\u7684\u9ad8\u901f\u8fde\u63a5\uff09\u9700\u6c42\u3002<\/li>\n\n\n\n<li>NVIDIA\u9996\u5e2d\u6267\u884c\u5458\u9ec4\u4ec1\u52cb\u7684\u770b\u591a\u8a00\u8bba\uff0c\u4e3aMarvell\u7684AI\u53d9\u4e8b\u5e26\u6765\u201c\u5149\u73af\u6548\u5e94\u201d\uff08\u9f99\u5934\u80cc\u4e66\u5e26\u52a8\u5173\u6ce8\u4e0e\u4f30\u503c\uff09\u3002<\/li>\n\n\n\n<li>\u4e3b\u8981\u98ce\u9669\u5728\u4f30\u503c\uff08\u80a1\u4ef7\u76f8\u5bf9\u76c8\u5229\u4e0e\u6210\u957f\u7684\u5b9a\u4ef7\uff09\uff0c\u80a1\u4ef7\u5df2\u53cd\u6620\u9ad8\u671f\u5f85\uff0c\u5fc5\u987b\u9760\u4e1a\u7ee9\u5151\u73b0\u3002<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<p>Marvell Technology\u867d\u7136\u540d\u5b57\u50cf\u6f2b\u753b\u5b87\u5b99\uff0c\u4f46\u5b83\u5728AI\u70ed\u6f6e\u4e2d\u7684\u4f4d\u7f6e\u8d8a\u6765\u8d8a\u96be\u88ab\u5ffd\u89c6\u3002<\/p>\n\n\n\n<p><a href=\"https:\/\/www.vtmarkets.com\/opinion\/nvidia-china-h200-ai-trade\/?utm_source=Opinion\" target=\"_blank\" rel=\"noreferrer noopener\">NVIDIA<\/a>\u4f9d\u7136\u662f<a href=\"https:\/\/www.vtmarkets.com\/opinion\/ai-demand-is-reaching-toward-the-quantum-scale\/?utm_source=Opinion\" target=\"_blank\" rel=\"noreferrer noopener\">AI<\/a>\u884c\u60c5\u7684\u4e3b\u89d2\uff1a\u5b83\u62e5\u6709\u6700\u5f3a\u7684GPU\uff08\u56fe\u5f62\u5904\u7406\u5668\uff0c\u7528\u4e8e\u5e76\u884c\u8ba1\u7b97\u3001\u8bad\u7ec3AI\u6a21\u578b\uff09\u6545\u4e8b\u3001\u6700\u5b8c\u6574\u7684\u8f6f\u4ef6\u751f\u6001\uff0c\u4ee5\u53ca\u6700\u76f4\u63a5\u53d7\u60e0\u4e8e\u7b2c\u4e00\u6ce2AI\u57fa\u5efa\uff08\u670d\u52a1\u5668\u3001\u7f51\u7edc\u3001\u5b58\u50a8\u7b49\uff09\u6295\u8d44\u3002\u4f46AI\u884c\u60c5\u6b63\u4ece\u201c\u5355\u4e00\u82f1\u96c4\u201d\u53d8\u6210\u591a\u5bb6\u516c\u53f8\u5171\u540c\u53d7\u76ca\u7684\u683c\u5c40\u3002<\/p>\n\n\n\n<p>\u6570\u636e\u4e2d\u5fc3\u4e0d\u53ea\u9760GPU\u8fd0\u884c\u3002\u5b83\u8fd8\u9700\u8981\u5b9a\u5236\u82af\u7247\u3001\u5149\u8fde\u63a5\uff08\u5149\u7ea4\/\u5149\u6a21\u5757\uff09\u3001\u4ea4\u6362\u82af\u7247\uff08\u7f51\u7edc\u4ea4\u6362\u673a\u6838\u5fc3\uff09\u3001\u5b58\u50a8\u8fde\u63a5\u3001\u9ad8\u901f\u4e92\u8fde\u4e0e\u7f51\u7edc\u7cfb\u7edf\uff0c\u624d\u80fd\u8ba9\u6d77\u91cf\u6570\u636e\u6d41\u52a8\u800c\u4e0d\u201c\u5835\u585e\u201d\u3002Marvell\u6b63\u662f\u5728\u8fd9\u4e00\u5c42\u53d1\u6325\u4f5c\u7528\u3002<\/p>\n\n\n\n<p>\u516c\u53f8\u516c\u5e032027\u8d22\u5e74\u7b2c\u4e00\u5b63\u8425\u6536\u521b\u7eaa\u5f55\uff0c\u8fbe24.18\u4ebf\u7f8e\u5143\uff0c\u6309\u5e74\u589e\u957f28%\uff1b\u5e76\u6307\u5f15\uff08\u7ba1\u7406\u5c42\u5bf9\u672a\u6765\u7684\u4e1a\u7ee9\u9884\u671f\uff09\u7b2c\u4e8c\u5b63\u8425\u6536\u4e2d\u4f4d\u6570\u7ea627\u4ebf\u7f8e\u5143\uff0c\u610f\u5473\u7740\u6309\u5e74\u9884\u8ba1\u589e\u957f35%\u3002<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Marvell&#39;s stock is up almost 238% year-to-date, and still climbing after Jensen Huang called it chipmaker &#39;&#39;the next trillion-dollar company.&#39;&#39;<br><br>Explore more premium news and analysis on Marvell in AlphaSpace: <a href=\"https:\/\/t.co\/ByQBru1ro3\">https:\/\/t.co\/ByQBru1ro3<\/a> <a href=\"https:\/\/t.co\/cbnM0vo5Tc\">pic.twitter.com\/cbnM0vo5Tc<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/x.com\/YahooFinance\/status\/2062291263630590162?ref_src=twsrc%5Etfw\">June 3, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\u9996\u5e2d\u6267\u884c\u5458Matt Murphy\u8868\u793a\uff0c\u8425\u6536\u589e\u901f\u9884\u8ba1\u57282027\u8d22\u5e74\u6301\u7eed\u52a0\u5feb\uff0c\u52a8\u529b\u6765\u81ea\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u8d70\u5f3a\u3002<\/p>\n\n\n\n<p>\u8fd9\u8ba9Marvell\u7684AI\u5b9a\u4f4d\u66f4\u6e05\u6670\uff1a\u5b83\u4e0d\u662f\u201c\u53d6\u4ee3NVIDIA\u201d\uff0c\u800c\u662f\u63d0\u4f9b\u8ba9AI\u7cfb\u7edf\u89c4\u6a21\u5316\u8fd0\u4f5c\u6240\u9700\u7684\u5173\u952e\u96f6\u90e8\u4ef6\u4e0e\u8fde\u63a5\u80fd\u529b\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">NVIDIA\u4ecd\u662f\u4e3b\u89d2\uff0c\u4f46\u201c\u9635\u5bb9\u201d\u5728\u6269\u5927<\/h2>\n\n\n\n<p>AI\u5e02\u573a\u4ecd\u4eceNVIDIA\u5f00\u59cb\uff0c\u4f46\u4e0d\u518d\u53ea\u505c\u5728NVIDIA\u3002<\/p>\n\n\n\n<p>NVIDIA\u9996\u5e2d\u6267\u884c\u5458\u9ec4\u4ec1\u52cb\u6700\u8fd1\u5728Computex\u516c\u5f00\u79f0Marvell\u53ef\u80fd\u6210\u4e3a\u201c\u4e0b\u4e00\u5bb6\u5e02\u503c\u7834\u4e07\u4ebf\u7f8e\u5143\u516c\u53f8\u201d\u3002\u636eAxios\u62a5\u9053\uff0c\u8be5\u8a00\u8bba\u540eMarvell\u80a1\u4ef7\u5355\u65e5\u5927\u6da8\u8fd1<strong>33%<\/strong>\uff0c\u5e02\u503c\u63a5\u8fd1<strong>2500\u4ebf\u7f8e\u5143<\/strong>\u3002<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Jensen Huang calls <a href=\"https:\/\/x.com\/search?q=%24MRVL&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$MRVL<\/a> &quot;the next trillion-dollar company,&quot; sending the stock soaring. \ud83d\ude80<br><br>Explore more premium news and analysis on Marvell in AlphaSpace: <a href=\"https:\/\/t.co\/Hyelb6HAo5\">https:\/\/t.co\/Hyelb6HAo5<\/a>. <a href=\"https:\/\/t.co\/w86ROlS3Ez\">pic.twitter.com\/w86ROlS3Ez<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/x.com\/YahooFinance\/status\/2061843023445565687?ref_src=twsrc%5Etfw\">June 2, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\u8fd9\u53cd\u6620\u5e02\u573a\u5fc3\u7406\u5df2\u6539\u53d8\uff1a\u6295\u8d44\u8005\u4e0d\u53ea\u4e70\u6700\u663e\u773c\u7684AI\u8d62\u5bb6\uff0c\u4e5f\u5728\u5bfb\u627e\u201c\u7b2c\u4e8c\u5c42\u53d7\u76ca\u8005\u201d\uff0c\u5c24\u5176\u662f\u80fd\u4f9b\u5e94AI\u6269\u5f20\u6240\u9700\u57fa\u7840\u8bbe\u65bd\u7684\u516c\u53f8\uff0c\u8986\u76d6\u4e91\u5e73\u53f0\u3001\u4f01\u4e1a\u7cfb\u7edf\uff0c\u4ee5\u53ca\u8d85\u5927\u89c4\u6a21\u6570\u636e\u4e2d\u5fc3\u3002<\/p>\n\n\n\n<p>Marvell\u4e4b\u6240\u4ee5\u5951\u5408\uff0c\u662f\u56e0\u4e3aAI\u538b\u529b\u6700\u5148\u4f53\u73b0\u5728\u201c\u6570\u636e\u4f20\u8f93\u201d\u4e0a\uff1a\u6a21\u578b\u8d8a\u591a\uff0c\u7b97\u529b\u9700\u6c42\u8d8a\u5927\uff1b\u7b97\u529b\u8d8a\u5927\uff0c\u6570\u636e\u6d41\u52a8\u8d8a\u9891\u7e41\uff1b\u6570\u636e\u8d8a\u591a\uff0c\u5c31\u8d8a\u9700\u8981\u66f4\u5feb\u3001\u66f4\u7701\u7535\u7684\u8fde\u63a5\u3002<\/p>\n\n\n\n<p>\u8fd9\u90e8\u5206\u4e0d\u62a2\u955c\uff0c\u4f46\u53ef\u80fd\u5f88\u5173\u952e\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI\u7684\u771f\u6b63\u74f6\u9888\uff0c\u53ef\u80fd\u662f\u6570\u636e\u79fb\u52a8<\/h2>\n\n\n\n<p>AI\u884c\u60c5\u7b2c\u4e00\u9636\u6bb5\u770b\u7b97\u529b\uff08\u8ba1\u7b97\u80fd\u529b\uff09\u3002\u4e0b\u4e00\u9636\u6bb5\u53ef\u80fd\u770b\u201c\u7ba1\u9053\u201d\u3002<\/p>\n\n\n\n<p>AI\u5de5\u4f5c\u8d1f\u8f7d\uff08AI\u8bad\u7ec3\u4e0e\u63a8\u7406\u6240\u9700\u7684\u8ba1\u7b97\u4efb\u52a1\uff09\u9700\u8981\u5728\u82af\u7247\u3001\u673a\u67b6\uff08rack\uff0c\u670d\u52a1\u5668\u673a\u67dc\u6846\u67b6\uff09\u3001\u670d\u52a1\u5668\u3001\u5b58\u50a8\u7cfb\u7edf\u4e0e\u4e0d\u540c\u6570\u636e\u4e2d\u5fc3\u4e4b\u95f4\u642c\u8fd0\u6570\u636e\u3002\u6a21\u578b\u66f4\u5927\u3001\u63a8\u7406\uff08inference\uff0c\u6a21\u578b\u4e0a\u7ebf\u540e\u505a\u9884\u6d4b\/\u751f\u6210\u5185\u5bb9\uff09\u9700\u6c42\u589e\u52a0\u65f6\uff0c\u82e5\u6570\u636e\u79fb\u52a8\u901f\u5ea6\u4e0d\u591f\uff0c\u5c31\u4f1a\u5f62\u6210\u6027\u80fd\u74f6\u9888\uff08\u62d6\u6162\u6574\u4f53\u6548\u7387\uff09\u3002\u56e0\u6b64\uff0c\u7f51\u7edc\u4e0e\u5149\u8fde\u63a5\u4e0d\u518d\u53ea\u662f\u80cc\u666f\u914d\u5957\uff0c\u800c\u662f\u5173\u952e\u8d44\u4ea7\u3002<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">&#39;Biggest bottleneck in the AI buildup&#39; fuels DRAM ETF to record <a href=\"https:\/\/t.co\/BG2ypWYMnK\">https:\/\/t.co\/BG2ypWYMnK<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/x.com\/CNBC\/status\/2055336698297352609?ref_src=twsrc%5Etfw\">May 15, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Marvell\u8868\u793a\uff0c\u5176AI\u57fa\u7840\u8bbe\u65bd\u4ea7\u54c1\u8986\u76d6\u5b9a\u5236\u82af\u7247\u3001\u9ad8\u901f\u4e92\u8fde\u3001\u7f51\u7edc\u4ea4\u6362\u3001\u4ee5\u53ca\u4ece\u673a\u67b6\u5230\u591a\u56ed\u533a\uff08multi-campus\uff0c\u8de8\u591a\u4e2a\u56ed\u533a\/\u5730\u70b9\u7684\u6570\u636e\u4e2d\u5fc3\u96c6\u7fa4\uff09\u89c4\u6a21\u7684\u8fde\u63a5\u3002\u516c\u53f8\u5c06\u81ea\u5df1\u5b9a\u4f4d\u4e3a\u8d85\u5927\u89c4\u6a21\u4e91\u5382\u5546\u5728\u5927\u89c4\u6a21\u6269\u5efa\u6570\u636e\u4e2d\u5fc3\u65f6\u7684\u91cd\u8981\u5408\u4f5c\u4f19\u4f34\u3002<\/p>\n\n\n\n<p>\u5bf9\u4ea4\u6613\u8005\u800c\u8a00\u91cd\u70b9\u662f\uff1aMarvell\u5356\u7684\u4e0d\u662f\u6700\u5438\u775b\u7684AI\u6545\u4e8b\uff0c\u800c\u662f\u8ba9AI\u7cfb\u7edf\u5728\u5927\u89c4\u6a21\u4e0b\u7a33\u5b9a\u8fd0\u4f5c\u7684\u5173\u952e\u7ec4\u4ef6\u3002<\/p>\n\n\n\n<p>\u5e02\u573a\u5e38\u5148\u8ffd\u9010\u201c\u660e\u661f\u201d\uff0c\u968f\u540e\u4f1a\u56de\u5934\u5bfb\u627e\u80fd\u89e3\u51b3\u74f6\u9888\u7684\u516c\u53f8\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u5b9a\u5236\u82af\u7247\uff0c\u662f\u4e0b\u4e00\u4e2a\u5173\u952e\u8f6c\u6298<\/h2>\n\n\n\n<p>\u5b9a\u5236\u82af\u7247\u8ba9Marvell\u7684AI\u6545\u4e8b\u66f4\u6709\u770b\u70b9\u3002<\/p>\n\n\n\n<p>\u968f\u7740AI\u5de5\u4f5c\u8d1f\u8f7d\u6269\u5927\uff0c\u8d85\u5927\u89c4\u6a21\u4e91\u5382\u5546\u5e0c\u671b\u91c7\u7528\u66f4\u4e13\u7528\u7684\u82af\u7247\u3002\u901a\u7528\u82af\u7247\u4f9d\u7136\u91cd\u8981\uff0c\u4f46\u5927\u578b\u4e91\u516c\u53f8\u8d8a\u6765\u8d8a\u60f3\u8981\u7b26\u5408\u81ea\u8eab\u6027\u80fd\u3001\u80fd\u8017\uff08\u7535\u529b\u6548\u7387\uff09\u4e0e\u6210\u672c\u9700\u6c42\u7684\u82af\u7247\u3002\u8fd9\u63d0\u9ad8\u4e86\u80fd\u8bbe\u8ba1\u5b9a\u5236\u82af\u7247\u3001\u5e76\u5c06\u5176\u6574\u5408\u8fdb\u6570\u636e\u4e2d\u5fc3\u7cfb\u7edf\u7684\u4f9b\u5e94\u5546\u4ef7\u503c\u3002<\/p>\n\n\n\n<p>Marvell\u9884\u8ba1\u5176\u5b9a\u5236\u82af\u7247\u4e1a\u52a1\u57282029\u8d22\u5e74\u8425\u6536\u5c06\u8d85\u8fc7<strong>100\u4ebf\u7f8e\u5143<\/strong>\uff0c\u524d\u63d0\u662f\u4e91\u516c\u53f8\u6301\u7eed\u6269\u5efaAI\u6570\u636e\u4e2d\u5fc3\u3002\u516c\u53f8\u4e5f\u4e0a\u8c03\u957f\u671f\u8425\u6536\u5c55\u671b\uff0c\u53d7AI\u57fa\u7840\u8bbe\u65bd\u4e0e\u4e13\u7528\u82af\u7247\u9700\u6c42\u5e26\u52a8\u3002<\/p>\n\n\n\n<!-- TradingView Widget BEGIN -->\n<div class=\"tradingview-widget-container\" style=\"height:100%;width:100%\">\n  <div class=\"tradingview-widget-container__widget\" style=\"height:calc(100% - 32px);width:100%\"><\/div>\n  <div class=\"tradingview-widget-copyright\"><a href=\"https:\/\/www.tradingview.com\/symbols\/NASDAQ-MRVL\/\" rel=\"noopener nofollow\" target=\"_blank\"><span class=\"blue-text\">MRVL stock chart<\/span><\/a><span class=\"trademark\"> by TradingView<\/span><\/div>\n  <script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/external-embedding\/embed-widget-advanced-chart.js\" async>\n  {\n  \"allow_symbol_change\": true,\n  \"calendar\": false,\n  \"details\": false,\n  \"hide_side_toolbar\": true,\n  \"hide_top_toolbar\": false,\n  \"hide_legend\": false,\n  \"hide_volume\": false,\n  \"hotlist\": false,\n  \"interval\": \"D\",\n  \"locale\": \"en\",\n  \"save_image\": true,\n  \"style\": \"1\",\n  \"symbol\": \"NASDAQ:MRVL\",\n  \"theme\": \"dark\",\n  \"timezone\": \"Etc\/UTC\",\n  \"backgroundColor\": \"#0F0F0F\",\n  \"gridColor\": \"rgba(242, 242, 242, 0.06)\",\n  \"watchlist\": [],\n  \"withdateranges\": false,\n  \"compareSymbols\": [],\n  \"studies\": [],\n  \"autosize\": true\n}\n  <\/script>\n<\/div>\n<!-- TradingView Widget END -->\n\n\n\n<p>\u8fd9\u5e76\u975e\u6587\u5b57\u6e38\u620f\uff1aNVIDIA\u5728GPU\u5c42\u5360\u4f18\u52bf\uff0c\u4f46\u8d85\u5927\u89c4\u6a21\u4e91\u5382\u5546\u60f3\u66f4\u597d\u638c\u63a7\u6210\u672c\u3001\u80fd\u8017\u4e0e\u4f9b\u8d27\u3002\u5b9a\u5236\u82af\u7247\u63d0\u4f9b\u53e6\u4e00\u6761\u8def\u3002<\/p>\n\n\n\n<p>\u5bf9Marvell\u800c\u8a00\uff0c\u8fd9\u53ef\u80fd\u5e26\u6765\u66f4\u957f\u7684\u589e\u957f\u5468\u671f\uff1b\u5bf9\u6295\u8d44\u8005\u800c\u8a00\uff0c\u4e5f\u610f\u5473\u7740\u66f4\u9ad8\u7684\u6267\u884c\u8981\u6c42\uff08\u628a\u8ba2\u5355\u3001\u4ea7\u80fd\u4e0e\u4ea4\u4ed8\u843d\u5730\uff09\u3002<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">CNBC\u2019s <a href=\"https:\/\/x.com\/KatieTarasov?ref_src=twsrc%5Etfw\">@KatieTarasov<\/a> got an exclusive look inside Google\u2019s chip lab, where it makes custom silicon to train Gemini and Apple AI models.<br><br>For more on what this means for Google: <a href=\"https:\/\/t.co\/VClKA40u3k\">https:\/\/t.co\/VClKA40u3k<\/a> <a href=\"https:\/\/t.co\/RtJBWGS6HY\">pic.twitter.com\/RtJBWGS6HY<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/x.com\/CNBC\/status\/1827020741004439886?ref_src=twsrc%5Etfw\">August 23, 2024<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\u5b9a\u5236\u82af\u7247\u8ba2\u5355\u53ef\u80fd\u5f88\u5927\uff0c\u4f46\u53d6\u51b3\u4e8e\u8bbe\u8ba1\u5468\u671f\uff08\u4ece\u8bbe\u8ba1\u5230\u91cf\u4ea7\u7684\u65f6\u95f4\uff09\u3001\u5ba2\u6237\u96c6\u4e2d\u5ea6\uff08\u8425\u6536\u662f\u5426\u8fc7\u5ea6\u4f9d\u8d56\u5c11\u6570\u5927\u5ba2\u6237\uff09\u3001\u91cf\u4ea7\u65f6\u70b9\uff0c\u4ee5\u53ca\u4e91\u5382\u5546\u8d44\u672c\u5f00\u652f\uff08capex\uff0c\u5efa\u6570\u636e\u4e2d\u5fc3\u4e0e\u4e70\u8bbe\u5907\u7684\u6295\u5165\uff09\u8ba1\u5212\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">NVIDIA\u201c\u5149\u73af\u6548\u5e94\u201d\u6709\u5229\u4e5f\u6709\u538b\u529b<\/h2>\n\n\n\n<p>NVIDIA\u7684\u5224\u65ad\u7b49\u4e8e\u66ffMarvell\u5728AI\u57fa\u7840\u8bbe\u65bd\u94fe\u6761\u4e2d\u7684\u89d2\u8272\u80cc\u4e66\uff1a\u5f53\u884c\u4e1a\u9f99\u5934\u70b9\u540d\u53e6\u4e00\u5bb6\u516c\u53f8\u5728\u4e0b\u4e00\u9636\u6bb5\u5f88\u91cd\u8981\uff0c\u5e02\u573a\u81ea\u7136\u4f1a\u5173\u6ce8\u3002<\/p>\n\n\n\n<p>\u9ec4\u4ec1\u52cb\u7684\u8d5e\u8a89\u63a8\u52a8\u80a1\u4ef7\uff0c\u4f46\u4e5f\u8fc5\u901f\u62c9\u9ad8\u9884\u671f\u3002\u5927\u6da8\u5f80\u5f80\u628a\u672a\u6765\u6210\u957f\u63d0\u524d\u53cd\u6620\u5230\u4eca\u65e5\u80a1\u4ef7\uff0c\u7559\u7ed9\u4e1a\u7ee9\u5ef6\u8fdf\u3001\u6307\u5f15\u8d70\u5f31\u3001\u6216AI\u9700\u6c42\u53d8\u5f97\u66f4\u6311\u5254\u7684\u7a7a\u95f4\u5c31\u66f4\u5c0f\u3002<\/p>\n\n\n\n<p>\u6b64\u524d\u5e02\u573a\u5bf9<a href=\"https:\/\/www.vtmarkets.com\/opinion\/broadcoms-ai-push-strong-earnings\/?utm_source=Opinion&amp;rt=\" target=\"_blank\" rel=\"noreferrer noopener\">Broadcom\uff08\u535a\u901a\uff09<\/a>\u7684\u53cd\u5e94\uff0c\u663e\u793a\u8fd9\u7c7b\u80a1\u7968\u975e\u5e38\u654f\u611f\uff1a\u5373\u4f7f\u516c\u53f8\u4ecd\u5f3a\u8c03\u957f\u671f\u9700\u6c42\u5f3a\u52b2\uff0c\u4f46\u5f53AI\u82af\u7247\u8425\u6536\u9884\u6d4b\u4f4e\u4e8e\u5e02\u573a\u6700\u9ad8\u9884\u671f\u65f6\uff0c\u80a1\u4ef7\u4e5f\u4f1a\u660e\u663e\u56de\u843d\u3002<\/p>\n\n\n\n<p>Marvell\u5982\u4eca\u4e5f\u5728\u540c\u4e00\u5957\u201c\u653e\u5927\u955c\u201d\u4e0b\u3002AI\u4e3b\u9898\u4f9d\u7136\u5f3a\uff0c\u4f46\u4ea4\u6613\u8005\u8981\u770b\u7684\u4e0d\u53ea\u662f\u201c\u6cbe\u5230AI\u201d\u3002\u4ed6\u4eec\u66f4\u8981\u770b\u5230\u6570\u636e\u4e2d\u5fc3\u7ee7\u7eed\u589e\u957f\u3001\u5b9a\u5236\u82af\u7247\u52a8\u80fd\u3001\u4ee5\u53ca\u76c8\u5229\u80fd\u529b\uff08margin\uff0c\u5229\u6da6\u7387\uff09\u7ef4\u6301\u5f3a\u52b2\u3002<\/p>\n\n\n\n<h2 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