美国股市整体表现 - 当地时间12月10日，美国三大股指全线收涨，道指涨1.05%，标普500指数涨0.67%，纳指涨0.33% [7][8] - 美联储如期降息25个基点，将联邦基金利率目标区间下调至3.50%—3.75%，这是年内第三次降息 [4][16][17] - 美联储降息提振市场信心，叠加AI投资加码与能源金融板块强势表现，市场风险偏好回升 [10] 美股主要板块及个股表现 - 道指成份股中，耐克涨3.91%，卡特彼勒涨3.56%，强生公司涨3.32%，摩根大通涨3.20%，美国运通涨3.18% [9][10] - 芯片股普遍上涨，费城半导体指数涨1.29%，创历史新高 [5][22][23] - 芯片股中，美光科技涨4.47%，迈威尔科技涨4.02%，高通涨3.53%，应用材料涨3.00% [25][26] - 中概股多数上涨，纳斯达克中国金龙指数涨0.64%，万得中概科技龙头指数涨0.61% [11][12] - 中概科技龙头指数成份股中，美团涨3.24%，小米集团涨2.23%，阿里巴巴涨1.86% [14][15] 美联储政策与市场观点 - 美联储点阵图显示政策制定者仍预计明年降息一次，与9月份的预期相同，预计到明年年底通胀率将放缓至2.4%左右 [17] - 美联储主席鲍威尔表示，美国经济前景整体稳定，经济活动温和扩张，劳动力市场逐步降温，通胀虽已明显回落但仍高于2%目标 [19] - 美国总统特朗普认为降息幅度太小，本可以更大，并希望利率能“低得多” [4][20][21] - 白宫国家经济委员会主任哈塞特表示，还有很大的降息空间，更强劲的数据可能支持降息50个基点 [21] 行业趋势与预测 - 摩根士丹利预计，到2030年，智能体购物将占电商10%—20%的市场份额 [6][27] - 摩根士丹利研报指出，到2030年，智能体购物者可能代表1900亿美元至3850亿美元的美国电商支出 [28] - 约有23%的美国人在过去1个月内使用人工智能进行购物，人工智能驱动的购物在杂货和消费品领域最为常见 [28]

Question-and-Answer SessionWhy don't we start off with the big question that I'm sure you're getting asked in a lot of meetings, $3 trillion of announced spend, the ability to deploy the spend in question, are we in a bubble, et cetera, et cetera. You guys are increasingly one of the largest providers of AI silicon in the world. How do you feel about this trend? Are we in the early stages of a long investment cycle? Are we going too fast? Any comments there would super helpful.Christopher KoopmansPresident ...

PresentationFiona OlivierChief Corporate Affairs & Investor Relations Officer Good evening, and welcome to the webcast of OSE Immunotherapeutics. This evening, we're going to talk about the strategic plan that we announced yesterday. My name is Fiona Olivier. I'm Chief Corporate Affairs and Investor Relations Officer at OSE. And it's my pleasure to have Marc Le Bozec, our CEO; and Thomas Gidoin, who is our CFO. This discussion will be in French. There are a simultaneous translation into English. So feel fre ...

Marvell Technology (NasdaqGS:MRVL) FY Conference December 10, 2025 02:00 PM ET Company ParticipantsChris Koopmans - President and COOAshish Saran - SVP of Investor RelationsOperatorAll right. Welcome back to the Barclays Global Tech Conference. We have Chris Koopmans and Ashish Saran from Marvell. Thank you very much for joining.Chris KoopmansThanks, Tom.OperatorWhy don't we start off with the big question that I'm sure you're getting asked in a lot of meetings: $3 trillion of announced spend, the ability t ...

不过，迈威尔科技在本月公布季度业绩时已给出未来两年的业务展望，并受到华尔街分析师的普遍正面 评价。此外，公司确认将以至少32.5亿美元收购光子互连技术公司Celestial AI，其中包括10亿美元现金 以及2720万股迈威尔科技股票(按当前估值约22.5亿美元)。业内普遍认为，该收购将进一步强化迈威尔 科技在AI加速和高性能互连领域的布局。 本文源自：智通财经网 智通财经获悉，周三美股盘前，迈威尔科技(MRVL.US)股价上涨逾1.7%。公司首席执行官(CEO)Mark Murphy在接受采访时否认近期有关其失去来自亚马逊(AMZN.US)和微软(MSFT.US)业务的报道，提振 了市场情绪。 Murphy强调，公司业务并未发生变化。"我可以告诉你，从周二到周五，没有任何变化，我们没有失去 任何业务。"直接驳斥了此前媒体关于客户流失的传闻。 本周早些时候，有媒体报道称微软正寻求博通(AVGO.US)的协助开发定制AI芯片；与此同时， Benchmark基于对"迈威尔科技失去亚马逊芯片设计订单"的高度确信，下调了其股票评级。这些消息一 度引发市场对迈威尔科技客户基础稳定性的担忧。 ...

On that note, let's get Kramer's Mad Dash ahead of the bell. >> I I've known Matt Murphy for many, many years. He's come on our show when he bought stock at 77 in September.One of the greatest buys. Boom. He doesn't flip.Of course, he's an insider. He is basically saying, listen, these stories about them losing anything from AWS, just fiction. Just fiction.And as far as I'm concerned, that puts the lie to what people have said. Uh there the press reports have been very negative. He didn't he didn't really t ...

本周早些时候，有媒体报道称微软正寻求博通(AVGO.US)的协助开发定制AI芯片；与此同时， Benchmark基于对"迈威尔科技失去亚马逊芯片设计订单"的高度确信，下调了其股票评级。这些消息一 度引发市场对迈威尔科技客户基础稳定性的担忧。 Murphy强调，公司业务并未发生变化。"我可以告诉你，从周二到周五，没有任何变化，我们没有失去 任何业务。"直接驳斥了此前媒体关于客户流失的传闻。 周三美股盘前，迈威尔科技(MRVL.US)股价上涨逾1.7%。公司首席执行官(CEO)Mark Murphy在接受采 访时否认近期有关其失去来自亚马逊(AMZN.US)和微软(MSFT.US)业务的报道，提振了市场情绪。 不过，迈威尔科技在本月公布季度业绩时已给出未来两年的业务展望，并受到华尔街分析师的普遍正面 评价。此外，公司确认将以至少32.5亿美元收购光子互连技术公司Celestial AI，其中包括10亿美元现金 以及2720万股迈威尔科技股票(按当前估值约22.5亿美元)。业内普遍认为，该收购将进一步强化迈威尔 科技在AI加速和高性能互连领域的布局。 ...

不过，迈威尔科技在本月公布季度业绩时已给出未来两年的业务展望，并受到华尔街分析师的普遍正面 评价。此外，公司确认将以至少32.5亿美元收购光子互连技术公司Celestial AI，其中包括10亿美元现金 以及2720万股迈威尔科技股票(按当前估值约22.5亿美元)。业内普遍认为，该收购将进一步强化迈威尔 科技在AI加速和高性能互连领域的布局。 Murphy强调，公司业务并未发生变化。"我可以告诉你，从周二到周五，没有任何变化，我们没有失去 任何业务。"直接驳斥了此前媒体关于客户流失的传闻。 智通财经APP获悉，周三美股盘前，迈威尔科技(MRVL.US)股价上涨逾1.7%。公司首席执行官 (CEO)Mark Murphy在接受采访时否认近期有关其失去来自亚马逊(AMZN.US)和微软(MSFT.US)业务的 报道，提振了市场情绪。 本周早些时候，有媒体报道称微软正寻求博通(AVGO.US)的协助开发定制AI芯片；与此同时， Benchmark基于对"迈威尔科技失去亚马逊芯片设计订单"的高度确信，下调了其股票评级。这些消息一 度引发市场对迈威尔科技客户基础稳定性的担忧。 ...

Marvell Technology (MRVL) stock is a highly rated growth stock with strong analyst ratings. One bad thing about MRVL stock is that it has a low dividend yield of just 0.26%. More News from Barchart But what if we could use options to manufacture our own dividend? Does MRVL Pay a Dividend? Let's say I have $9,000 to invest into MRVL stock, I could simply buy 100 shares and hope the stock rises. But, if I want a more conservative play, I could sell a March 20, 2026, 2025 put with a strike price of $85 a ...

The Marvell Technology logo is displayed on a mobile phone with a visual digital background in this photo illustration in Brussels, Belgium, on November 30, 2025. (Photo Illustration by Jonathan Raa/NurPhoto via Getty Images)NurPhoto via Getty ImagesThe investment narrative regarding the Artificial Intelligence boom so far has predominantly focused on who provides the essential hardware. In this high-stakes competition, two semiconductor powerhouses—Broadcom (AVGO) and Marvell Technology (MRVL)—are intense ...