Schwab Network 对 $MRVL 的判断变化
Marll，这是你一直关注的另一只股票。它一直表现强劲。你认为它还会有更多上涨空间吗？为什么？是的，它今年表现显然很好，年初至今上涨约150%，但仍比高点低约20%。因此，那里有很好的机会，因为连接数据中心所有事物的互连业务正以每年70%至80%的速度增长。
这是令人难以置信的业务。与之相关的增长很多，而且它是博通的更便宜替代品，博通仍然是更好的公司，但从更便宜的角度来看，你得到的Marll仍然有很多创新。
Um Marll, that's another one that's been on your radar. Um look, that one's been a strong performer. Uh do you see more strength to come or in that one and why? Yeah. So, it's had obviously a good year. It's up about 150% year to date, but still trading off 20%ish off it off its high. And so, there's good opportunity there because the interconnect business connecting all the things in the data center is growing at 70 to 80% a year. It's incredible type business. A lot of growth associated with that and it's a cheaper alternative to a Broadcom, which is still a better company, but from a cheaper perspective, you get a Marll that has still has a lot of innovation.