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今天关注$MRVL，财报电话会议后下跌7.82%。市场显然对指引不满意，即使AI故事长期来看仍有潜力。我倾向于认为它在下周会继续下跌到200美元出头，比如205-208美元。我认为达到这个区间的可能性约为60%。
原因是什么？卖方的势头相当强劲，尽管有“AI繁荣”的说法，但投资者对估值和实际近期收入变得挑剔。这还不是一个可以双手“逢低买入”的情况，更像是一种“看看尘埃落定”的感觉。可能还有一些弱手希望止损。日内低点211.10可能撑不了多久了。
Yeah, it's definitely showing some weakness after that call. I'm curious if you think there's any chance it bounces off the lower 200s or if you see it breaking through that too?
Interesting take on MRVL. Do you think the 'AI story still has legs' will be enough to stop the bleeding once it hits that range, or is there a bigger risk that the guide implies something more fundamental that could keep pushing it lower?
Yeah, that earnings call definitely hit hard. I'm with you on the downward pressure, especially since momentum can be a tough thing to reverse. Do you think there's any support level around 215 that might slow it down first, or are we just breezing past that?
Interesting take on MRVL. Do you think the current dip presents a good entry point if the long-term AI story is still intact, or is it better to wait for it to stabilize?
ผมว่ามันก็ลงตามคาดนะ งบไม่ได้น่าประทับใจขนาดนั้น หวังว่า AI จะช่วยพยุงไว้ยากหน่อย แต่จะไปถึง 205-208 เลยรึเปล่า อันนี้ต้องรอดูกันอีกที
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