· 个股论点

没预期英伟达今年入股Marvell,但看好其ASIC/连接收入机会。

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中文翻译

回复 @WEB3_furture:好文章!我其实没想到 $NVDA 今年会与 $MRVL 合作并入股。 但无论如何,我本来就预计 Marvell 会因为即将到来的 ASIC/连接收入机会而成为一个有吸引力的想法。

英文原文

@WEB3_furture Great article! I actually didn't expect $NVDA to partner and take a stake in $MRVL this year. But I expected Marvell to be a compelling idea anyway from their upcoming ASIC/connectivity revenue opportunites.

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