中文翻译
完全同意。我确实看好 $MRVL。他们与 $MSFT 的专用集成电路(ASIC) 放量紧密绑定，并且正如你提到的，在 Celestial 之后涉足光子学等许多热门领域。去年有报道称 Maia 200 推迟了约 6 个月。我目前并未持有 $MRVL，因为我个人正在等待 H2（这只是我个人的看法），因为财务放量要等到今年晚些时候才进入 2027 年。
· 个股论点
看好MRVL因绑定MSFT ASIC及光子学，但个人因放量推迟暂不持仓。
英文原文
Absolutely. I do like $MRVL. They're especially tethered to $MSFT ASIC ramp and seem to be touching upon a lot of hot areas like photonics like you mentioned after Celestial. There were reports last year that Maia 200 was pushed back by about 6 months. I don't have $MRVL right now, since I'm personally waiting for H2 (thats just me), since financial ramp starts later this year into 2027.