《大行報告》大摩降Marvell Technology(MRVL.US)目標價至71美元 評級「與大市同步」
摩根士丹利發表研究報告指,Marvell Technology(MRVL.US)截至4月底止首財季收入指引,較市場預期低16%,當中消費者、電訊營運商及企業網絡預料分別下跌70%、50%及40%,但同時出貨量明顯低於終端需求,相信可能會出現見底回升的情況。
該行指出,儲存業務市場已經開始回升,數據中心及消費市場則相互抵銷,預期4月份舉行的分析師日將圍繞人工智能相關議題展開討論,可成為正面催化劑。
大摩將Marvell列入人工智能受惠者行列,但考慮到股價走勢強勁,估值相對高企,而目前的每股盈利預測未足以推動股價上行,令其估值變得更便宜,因此維持「與大市同步」評級,目標價從84美元降至71美元。
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