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Direxion Daily MRVL Bull 2X ETF

147.35

-11.0800-6.99%

盘前：141.78-5.5700-3.78%05:25 EDT

成交量：11.97万

成交额：1,782.93万

市值：1.25亿

市盈率：- -

高：161.00

开：158.46

低：142.04

收：158.43

52周最高：308.77

52周最低：20.80

股本：85.00万

流通股本：85.00万

量比：0.50

换手率：14.08%

股息：0.78

股息率：0.53%

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

美股夜盘｜绩优股Gap夜盘大涨13%，Affirm升逾10%；Marvell、IREN绩后大跌7%，Ulta Beauty 夜盘跌超2%

老虎资讯综合

迈威尔科技(MRVL.US)Q3业绩超预期仍遭“用脚投票”！谷歌百亿订单“远水”难解近渴

Marvell Q2营收同比增长37%超预期，Q3指引31.5亿美元远超预期

华尔街见闻

Marvell业绩和指引双双超预期，盘后仍跌超5%

环球市场播报

迈威尔科技盘后股价下滑

迈威尔科技CFO：2027财年向供应商支付的产能预付款仍将维持在约10亿美元节奏

迈威尔科技CEO：与谷歌认股权证协议覆盖项目至2028财年的收入，已计入此前提供的整体定制收入目标

迈威尔科技CEO：坚信定制芯片业务将在2028财年同比增长超一倍，并在2029财年显著加速

迈威尔科技CEO：预计2027财年总营收同比增长约45%，至约120亿美元——电话会议透露

迈威尔科技Q2营收同比增长37%，上调2027和2028财年营收指引，惟股价盘后跌超3%

TradingKey中文

Marvell Technology 预计季度营收将超出市场预期

前瞻：Marvell财报发布前股价小幅下跌；AI芯片需求成焦点

开盘：纳斯达克走高，英伟达财报带动芯片股走强

环球市场播报

黄仁勋财报会上自嘲“饭局效应”：与我共餐=股价翻倍

华尔街见闻

迈威尔科技盘前涨近5%

每日经济新闻

欧洲早盘报价-詹森对市场说：我们强势回归了

Bitget UEX 日报｜光通信板块Lumentun、康宁等普涨；英伟达业绩大超预期夜盘涨超4%；迈威尔盘后发布财报 (2026年08月27日)

Susquehanna（MRVL）上调Marvell目标价看好AI定制芯片业务增长

Susquehanna加入迈威尔科技(MRVL.US)绩前看涨行列：AI网络需求持续井喷，上调目标价至265美元

科技、媒体与电信动态汇总：市场快讯

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05:13","pubTimestamp":1787865215,"startTime":"0","endTime":"0","summary":"半导体巨头迈威尔科技（Marvell Technology）在盘后交易中股价下挫逾3%，缘由是其第二季度财报业绩虽与分析师预测相符，却未能带来惊喜。剔除一次性项目后，调整后每股收益为94美分，仅微幅超越FactSet调查分析师预期的93美分。公司营收报27.4亿美元，而分析师预估为27.2亿美元。然而，科技板块的投资者似乎对此并不买账，股价应声而落。这一结果凸显出市场对增长动能的期待之高，令平淡无奇的成绩单显得黯然失色。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861215975.USD","LU0823421333.USD","BK4605","LU1303367103.USD","LU1989764748.USD","IE0004086264.USD","XNTK","MRVX","IE00BLSP4239.USD","FAI","LU1823568750.SGD","LU2098885051.SGD","BK4515","BK4585","LU1720051108.HKD","LU2290526834.HKD","SOXY","LU2322448791.USD","ARTY","MRVL","LU0642271901.SGD","LU0444973449.USD","BK4581","LU0127658192.USD","LU2458330169.SGD","LU2543165471.USD","LU0823434583.USD","LU0823421416.USD","LU1992135472.HKD","LU2360107168.USD","FXL","IE00BLSP4452.SGD","LU1169590202.USD","BK4141","MVLL","IE0004091025.USD","LU1235294995.USD","LU2272731782.SGD","IE00BN8TJ469.HKD","LU1815336760.USD","LU1992135399.USD","AIFD","IE00BBT3K403.USD","LU0061475181.USD","LU1169589451.USD","LU1316542783.SGD","SG9999000418.SGD","LU1084165304.USD","LU1989764664.SGD","LU0444971666.USD","DTCR","LU1548497426.USD","LU2244417387.USD","LU0274383776.USD","QQQA","GTEK","LU2473716301.USD","LU1119994496.HKD","LU0786609619.USD","FDTX","BK4588","WUGI","IE00BMPRXR70.SGD","LU2458330243.SGD","FTXL","LU1642822529.SGD","LU0081259029.USD","AIS","LU1261432733.SGD","MRVU","LU2272731600.USD","LU1852331112.SGD","LU0154236417.USD","LU2089985449.USD","IE00BMPRXQ63.HKD","LU1861220033.SGD","LU2322448957.HKD","LU0823434740.USD","LU2272731865.HKD","IE00BMPRXN33.USD","LU1046421795.USD","LU1720051017.SGD","LU0957808578.USD","BK4604","LU0056508442.USD","LU0476273544.USD","LU0187121727.USD","SMHX","BK4543","LU2357305700.SGD","LU2931357623.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183321615","title":"迈威尔科技CFO：2027财年向供应商支付的产能预付款仍将维持在约10亿美元节奏","url":"https://stock-news.laohu8.com/highlight/detail?id=1183321615","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183321615?lang=zh_cn&edition=fundamental","pubTime":"2026-08-28 05:11","pubTimestamp":1787865117,"startTime":"0","endTime":"0","summary":"迈威尔科技首席财务官近日表示，公司仍按既定计划推进，预计在2027财年向供应商支付的产能预付款总额将保持在约10亿美元的水平。这一表态再次印证了公司对产能布局的坚定投入。迈威尔科技在半导体领域的产能扩张，尤其是面向数据中心和人工智能相关应用的部分，一直是投资者关注的焦点。至于后续执行情况如何，市场将保持密切关注。不过，至少从当前信息来看，迈威尔科技的节奏并未跑偏。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1548497426.USD","LU0476273544.USD","LU1815336760.USD","LU0187121727.USD","LU2458330169.SGD","BK4605","IE0004091025.USD","WUGI","LU2244417387.USD","LU0823434583.USD","LU0786609619.USD","LU1084165304.USD","LU2357305700.SGD","LU2473716301.USD","ARTY","MRVL","FDTX","LU1261432733.SGD","LU1989764748.USD","AIFD","LU1861220033.SGD","LU2931357623.SGD","LU2272731865.HKD","LU1119994496.HKD","LU0823421333.USD","LU0957808578.USD","LU0127658192.USD","LU2322448957.HKD","BK4141","LU0061475181.USD","BK4588","LU1303367103.USD","LU0444971666.USD","BK4543","LU1642822529.SGD","IE00BLSP4452.SGD","LU1169590202.USD","LU2089985449.USD","LU1316542783.SGD","FTXL","LU1720051108.HKD","LU1992135399.USD","MVLL","LU0274383776.USD","LU0444973449.USD","IE00BMPRXR70.SGD","LU2272731600.USD","MRVU","LU1989764664.SGD","MRVX","BK4604","BK4581","LU1169589451.USD","QQQA","IE00BMPRXN33.USD","IE0004086264.USD","LU2543165471.USD","SMHX","LU2272731782.SGD","XNTK","GTEK","LU2098885051.SGD","LU0823434740.USD","LU0081259029.USD","IE00BN8TJ469.HKD","IE00BMPRXQ63.HKD","AIS","DTCR","LU0642271901.SGD","LU1720051017.SGD","LU2360107168.USD","LU1861215975.USD","LU0056508442.USD","IE00BLSP4239.USD","LU2322448791.USD","LU1235294995.USD","LU0154236417.USD","LU0823421416.USD","LU1046421795.USD","SOXY","LU1852331112.SGD","BK4515","LU1992135472.HKD","LU2458330243.SGD","LU2290526834.HKD","FXL","IE00BBT3K403.USD","SG9999000418.SGD","FAI","LU1823568750.SGD","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1112747629","title":"迈威尔科技CEO：与谷歌认股权证协议覆盖项目至2028财年的收入，已计入此前提供的整体定制收入目标","url":"https://stock-news.laohu8.com/highlight/detail?id=1112747629","media":"美股速递","labels":["shareholding","corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1112747629?lang=zh_cn&edition=fundamental","pubTime":"2026-08-28 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05:01","pubTimestamp":1787864503,"startTime":"0","endTime":"0","summary":"迈威尔科技首席执行官近日重申，公司对定制芯片业务的前景充满信心。他预计，该业务在2028财年将实现同比翻倍以上的增长，而到了2029财年，增速更将大幅提升。这种增长轨迹，若得以如期兑现，无疑将重塑市场对迈威尔科技长期价值的评估框架。但至少从当前释放的信号来看，迈威尔管理层对自身的执行路径保持着高度笃定，而这种笃定，正逐步转化为资本市场对其未来表现的重新定价。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0957808578.USD","IE00BMPRXN33.USD","LU0061475181.USD","LU2089985449.USD","MRVL","LU0056508442.USD","IE0004091025.USD","IE00BLSP4452.SGD","LU1261432733.SGD","FDTX","FAI","LU0127658192.USD","LU2458330169.SGD","AIS","LU1861215975.USD","LU1119994496.HKD","LU1548497426.USD","LU0274383776.USD","LU0823434583.USD","LU0444973449.USD","LU2357305700.SGD","LU0786609619.USD","FTXL","LU2458330243.SGD","LU2272731600.USD","LU2473716301.USD","BK4515","LU2244417387.USD","LU2290526834.HKD","LU2272731865.HKD","BK4581","MRVX","LU2098885051.SGD","AIFD","LU0154236417.USD","WUGI","LU0642271901.SGD","LU0823421416.USD","IE00BLSP4239.USD","QQQA","XNTK","DTCR","IE00BBT3K403.USD","LU0823434740.USD","LU2322448791.USD","MRVU","LU0476273544.USD","BK4585","LU2360107168.USD","LU1169589451.USD","LU1235294995.USD","LU0081259029.USD","LU1303367103.USD","LU1169590202.USD","LU2543165471.USD","LU1992135399.USD","BK4588","LU1815336760.USD","LU1084165304.USD","IE00BMPRXR70.SGD","SG9999000418.SGD","LU1861220033.SGD","LU1720051108.HKD","LU0823421333.USD","LU1823568750.SGD","LU1989764748.USD","LU1852331112.SGD","LU1992135472.HKD","IE00BMPRXQ63.HKD","LU0444971666.USD","GTEK","BK4605","SOXY","BK4604","LU2272731782.SGD","BK4543","BK4141","LU1046421795.USD","IE0004086264.USD","LU0187121727.USD","IE00BN8TJ469.HKD","ARTY","SMHX","LU2931357623.SGD","MVLL","LU1642822529.SGD","LU2322448957.HKD","LU1989764664.SGD","FXL","LU1720051017.SGD","LU1316542783.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1104428008","title":"迈威尔科技CEO：预计2027财年总营收同比增长约45%，至约120亿美元——电话会议透露","url":"https://stock-news.laohu8.com/highlight/detail?id=1104428008","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104428008?lang=zh_cn&edition=fundamental","pubTime":"2026-08-28 04:51","pubTimestamp":1787863893,"startTime":"0","endTime":"0","summary":"在最新召开的电话会议中，迈威尔科技（Marvell Technology）首席执行官释放出重磅信号——公司对2027财年的业绩展望相当乐观。据其透露，迈威尔科技预计2027财年整体营收将实现约45%的同比增幅，届时总营收规模有望触及约120亿美元的大关。这一表态无疑为市场注入了一剂强心针，也反映出公司高层对业务增长轨迹的坚定信心。值得注意的是，这一预期数字背后，究竟蕴藏着怎样的增长引擎？是数据中心业务的持续爆发，还是人工智能相关需求的强劲拉动？电话会议中的这一前瞻性指引，显然值得投资者细细品味。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861215975.USD","LU0823434583.USD","LU0823434740.USD","IE0004086264.USD","FXL","LU0444973449.USD","LU0642271901.SGD","LU0786609619.USD","BK4581","LU0061475181.USD","LU2458330243.SGD","IE00BN8TJ469.HKD","LU0444971666.USD","SG9999000418.SGD","LU1861220033.SGD","LU1169589451.USD","BK4588","MVLL","WUGI","LU1992135399.USD","AIS","BK4604","LU1992135472.HKD","XNTK","FTXL","LU1852331112.SGD","LU0187121727.USD","FAI","LU1989764748.USD","GTEK","IE00BLSP4452.SGD","LU2473716301.USD","LU2098885051.SGD","LU1119994496.HKD","BK4543","BK4141","MRVL","LU1989764664.SGD","DTCR","LU0056508442.USD","LU1169590202.USD","BK4605","LU1720051108.HKD","LU1815336760.USD","IE00BMPRXR70.SGD","IE00BMPRXQ63.HKD","LU2244417387.USD","LU1303367103.USD","LU2272731782.SGD","ARTY","LU0476273544.USD","LU2322448791.USD","LU1235294995.USD","SMHX","LU0127658192.USD","LU1720051017.SGD","LU2089985449.USD","FDTX","LU0823421333.USD","LU2931357623.SGD","LU1548497426.USD","LU1261432733.SGD","SOXY","LU2322448957.HKD","IE00BBT3K403.USD","IE00BLSP4239.USD","LU2272731600.USD","BK4515","BK4585","LU1823568750.SGD","LU2357305700.SGD","LU1084165304.USD","LU0274383776.USD","IE00BMPRXN33.USD","LU0957808578.USD","LU2543165471.USD","LU2272731865.HKD","QQQA","LU2290526834.HKD","LU0081259029.USD","IE0004091025.USD","LU1642822529.SGD","LU0823421416.USD","LU2360107168.USD","MRVU","LU2458330169.SGD","LU0154236417.USD","LU1046421795.USD","MRVX","LU1316542783.SGD","AIFD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662355040","title":"迈威尔科技Q2营收同比增长37%，上调2027和2028财年营收指引，惟股价盘后跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662355040","media":"TradingKey中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662355040?lang=zh_cn&edition=fundamental","pubTime":"2026-08-28 04:35","pubTimestamp":1787862908,"startTime":"0","endTime":"0","summary":"迈威尔科技（MRVL）于美东时间8月27日公布2027财年第二季度财务业绩后，股价一度下跌超3%。截至发稿，股价仍跌2.17%，报236.2美元。期内，迈威尔营业收入同比增长37%、环比增长13%至27.39亿美元，创季度营收纪录，高于市场预期的约27.1亿美元，也比公司5月27日给出的指引中值高出约3900万美元。","market":"us","thumbnail":"https://resource.tradingkey.com/uploads/20260827/marvell-9728f8ef676f46fc871d02f78e1b0880.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260827/marvell-9728f8ef676f46fc871d02f78e1b0880.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262137051-marvell-mrvl-earnings-report-q2-2027-data-center-communications-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0127658192.USD","SG9999000418.SGD","LU0823434583.USD","BK4585","BK4588","LU2098885051.SGD","LU0274383776.USD","IE0004091025.USD","LU0823421416.USD","LU1261432733.SGD","LU0823434740.USD","FDTX","LU0061475181.USD","LU0444971666.USD","LU1720051017.SGD","IE00BLSP4452.SGD","LU2458330169.SGD","LU1992135472.HKD","LU1316542783.SGD","LU1046421795.USD","LU1989764664.SGD","WUGI","LU1989764748.USD","IE00BMPRXR70.SGD","GTEK","LU0056508442.USD","LU1169590202.USD","LU0786609619.USD","BK4581","LU0476273544.USD","LU0957808578.USD","LU2272731782.SGD","LU0642271901.SGD","AIS","LU2290526834.HKD","LU0187121727.USD","LU2322448791.USD","SOXY","BK4515","IE00BLSP4239.USD","LU2543165471.USD","MRVU","IE00BMPRXN33.USD","LU1303367103.USD","IE00BN8TJ469.HKD","LU1084165304.USD","LU1720051108.HKD","LU2473716301.USD","LU0823421333.USD","LU1852331112.SGD","LU0444973449.USD","FTXL","QQQA","LU2931357623.SGD","LU1119994496.HKD","LU0154236417.USD","SMHX","LU1861215975.USD","IE0004086264.USD","LU1169589451.USD","LU1235294995.USD","IE00BBT3K403.USD","LU2272731600.USD","FXL","IE00BMPRXQ63.HKD","LU1823568750.SGD","BK4141","LU1642822529.SGD","LU2272731865.HKD","BK4605","BK4604","LU1548497426.USD","LU1815336760.USD","LU1992135399.USD","LU2322448957.HKD","LU1861220033.SGD","ARTY","MRVL","MRVX","BK4543","XNTK","LU2360107168.USD","LU2244417387.USD","MVLL","LU0081259029.USD","LU2089985449.USD","LU2458330243.SGD","FAI","LU2357305700.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662038653","title":"Marvell Technology 预计季度营收将超出市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2662038653","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662038653?lang=zh_cn&edition=fundamental","pubTime":"2026-08-28 04:07","pubTimestamp":1787861239,"startTime":"0","endTime":"0","summary":"Marvell Technology 预计季度营收将超出市场预期路透8月27日-美满科技（Marvell Technology）MRVL.O周四预测其季度营收将高于市场预期，这表明用于人工智能数据中心的定制芯片和网络设备需求强劲。根据伦敦证券交易所集团（LSEG）汇编的数据，该公司预计第三季度营收为31.5亿美元，误差范围为正负5%，而分析师平均预期为30.3亿美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260827:nL4T44O1VG:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AIFD","MRVL","LU1169590202.USD","LU2543165471.USD","AIS","FDTX","LU2322448957.HKD","IE00BMPRXR70.SGD","LU1992135472.HKD","LU0444971666.USD","LU0127658192.USD","LU2272731782.SGD","LU2290526834.HKD","SG9999000418.SGD","LU1548497426.USD","FTXL","LU0823434740.USD","LU2360107168.USD","LU2931357623.SGD","LU0823421416.USD","FXL","IE00BMPRXN33.USD","LU0823421333.USD","LU2272731865.HKD","LU0056508442.USD","LU1823568750.SGD","IE00BLSP4452.SGD","LU0642271901.SGD","LU1720051108.HKD","SMHX","LU1861220033.SGD","LU1989764664.SGD","WUGI","IE00BMPRXQ63.HKD","BK4515","LU0274383776.USD","LU1316542783.SGD","LU2458330243.SGD","LU0957808578.USD","DTCR","LU2098885051.SGD","LU0187121727.USD","LU1989764748.USD","LU1119994496.HKD","LU2244417387.USD","MRVU","IE0004086264.USD","QQQA","GTEK","BK4605","IE00BBT3K403.USD","LU0786609619.USD","LU2473716301.USD","BK4581","LU0476273544.USD","SOXY","LU2322448791.USD","BK4585","LU0154236417.USD","BK4604","BK4588","LU1261432733.SGD","LU0081259029.USD","MVLL","LU0061475181.USD","LU1720051017.SGD","BK4141","LU1046421795.USD","LU1815336760.USD","MRVX","LU1861215975.USD","LU1852331112.SGD","FAI","LU1235294995.USD","IE00BN8TJ469.HKD","IE0004091025.USD","BK4543","LU2272731600.USD","LU1992135399.USD","LU2089985449.USD","ARTY","LU1084165304.USD","LU1169589451.USD","XNTK","LU0444973449.USD","IE00BLSP4239.USD","LU2458330169.SGD","LU1642822529.SGD","LU2357305700.SGD","LU0823434583.USD","LU1303367103.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662808010","title":"前瞻：Marvell财报发布前股价小幅下跌；AI芯片需求成焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=2662808010","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662808010?lang=zh_cn&edition=fundamental","pubTime":"2026-08-28 03:42","pubTimestamp":1787859744,"startTime":"0","endTime":"0","summary":"BUZZ-前瞻：Marvell财报发布前股价小幅下跌；AI芯片需求成焦点8月27日-** 周四，Marvell Technology（MRVL.O）股价下跌0.5%，该公司将于收盘后公布季度财报，投资者正关注其人工智能芯片需求情况以及近期与谷歌的合作进展** 受英伟达NVDA.O周三晚间发布的一份重磅报告提振，芯片股 (link) 今日多数上涨** 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21:30","pubTimestamp":1787837400,"startTime":"0","endTime":"0","summary":"英伟达涨6.92%，该公司发布 2027 财年第二季度财报，并给出强劲的营收增长预期。英伟达有望终结此前 “财报超预期但股价反而下跌” 的局面。Energy Group Capital研究主管Amanda Lyons表示，英伟达财报显示，当前AI周期受到限止的主要因素是内存、电力等实体基础设施瓶颈，而不是最终需求不足。欧洲股市周四早盘普遍走低，但科技板块逆势上涨 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