中文翻译
是的，很好的笔记。仅这一点就反驳了分析师声称 $MRVL 仅做连接业务，而将实际设计输给 Alchip 等竞争对手的说法。 机构分析师如何散布此类虚假信息，因称 Marvell 仅做连接业务而抹去 $100 亿+市值或 14-20% 的股价，引发机构研报的连锁反应，然后在上周无人关注时又说“只是开玩笑”，这太疯狂了。 “来自 XPU 设计的 2028 财年营收已相当可观”这一点也至关重要。
· 个股论点
驳斥分析师误判，强调Marvell在XPU设计上的营收潜力。
涉及标的： $MRVL
英文原文
Yeah great note. That alone addresses the analyst claims $MRVL was only doing connectivity while losing the actual design to a competitor like Alchip too. How institutional analysts can spread misinformation like this, wipe off $10B+ or 14-20% in stock price saying DG because of Marvell was only doing connectivity, send cascading narrator through institutional notes, then say “just kidding” when nobody is paying attention a week ago is wild. “There’s meaningful FY 2028 revenue already too from XPU designs” pretty important to read too.