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详情 返回 思维纪要社 思想者 2026-09-03 08:26 #外资研报 【个股-NVDA】【英】CITI-10-Q季报要点速览-20260827.pdf

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详情 返回 思维纪要社 思想者 2026-09-03 08:26 #外资研报 【个股-NVDA】【英】CITI-10-Q季报要点速览-20260827.pdf 【个股-TSLA】【英】MS-Cybercab即将发布：特斯拉自动驾驶的关键时刻-20260902.pdf Barclays-AI盈利模型.pdf Bernstein-Asia Tech Hardware 2Q26 PCB market update - revenue growth accelerates, profitability improves-260831.pdf Bernstein-Salesforce2Q27：剔除并购因素小幅超预期，仍有充足动力推动股价反弹 Salesforce2Q27 Small beat excluding M&A, but still good enough to drive a stock bounce.pdf Bernstein-北方华创（002371.SZ）——2Q26营收不及预期，反映订单至收入确认延迟.pdf 【个股-META】【英】MS-META能否复刻2025下半年GOOGL的估值重估行情-20260831.pdf 【个股-MRVL】【英】CITI-Marvell管理层电话会议纪要-20260828.pdf 【个股-MRVL】【英】MS-迈威尔科技：业绩稳健-短期无惊喜-20260828.pdf 外资研报 风险提示：市场有风险，投资需谨慎

总体总结

主题正文

  1. 详情 返回 思维纪要社 思想者 2026-09-03 08:26 #外资研报 【个股-NVDA】【英】CITI-10-Q季报要点速览-20260827.pdf 【个股-TSLA】【英】MS-Cybercab即将发布：特斯拉自动驾驶的关键时刻-20260902.pdf Barclays-AI盈利模型.pdf Bernstein-Asia Tech Hardware 2Q26 PCB market update - revenue growth accelerates, profitability improves-260831.pdf Bernstein-Salesforce2Q27：剔除并购因素小幅超预期，仍有充足动力推动股价反弹 Salesforce2Q27 Small beat excluding M&A, but still good enough to drive a stock bounce.pdf Bernstein-北方华创（002371.SZ）——2Q26营收不及预期，反映订单至收入确认延迟.pdf 【个股-META】【英】MS-META能否复刻2025下半年GOOGL的估值重估行情-20260831.pdf 【个股-MRVL】【英】CITI-Marvell管理层电话会议纪要-20260828.pdf 【个股-MRVL】【英】MS-迈威尔科技：业绩稳健-短期无惊喜-20260828.pdf 外资研报 风险提示：市场有风险，投资需谨慎

附件总结 【个股-NVDA】【英】CITI-10-Q季报要点速览-20260827.pdf

  1. takeaways. For more detailed analysis on the results and model update, Price (26 Aug 26 16:00) US$209.66
  2. 71% at $11.3Bn, work in process up 34% at $13.4Bn, and finished goods down 25% Expected dividend yield 0.0%
  3. at $6.9Bn. We believe the growth in raw materials and work in process while lower Expected total return 50.3%
  4. finished goods are driven by strong Blackwell sales and product transition to Vera Market Cap US$5,052,806M
  5. See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations
  6. customers were 20% and 15% in the 1H last fiscal year. The company reclassified one customer from ACIE to Hyperscale in the
  7. Our price target for NVDA of $315 is based on ~21x P/E on C27E earnings power. Our 21x P/E multiple is in-line with 1 year
  8. Downside risks to the attainment of our target price include: 1) competition on gaming could drive the stock lower if Nvidia

【个股-TSLA】【英】MS-Cybercab即将发布：特斯拉自动驾驶的关键时刻-20260902.pdf

  1. Tesla is hosting a Cybercab launch event on 9/3. If the event includes a Industry View In-Line
  2. meaningful rollout of unsupervised Cybercabs, we expect the stock to regain Shr price, close (Sep 1, 2026) $356.09
  3. T X DMV data shows that Tesla r ecently registered up to 45 C ybercabs. As a Fiscal Year Ending 12/25 12/26e 12/27e 12/28e
  4. result we a have a positive bias for the TSLA shares going into the event. EPS ($)** 1.67 1.70 2.07 2.69
  5. If the launch event only includes supervised retail demonstrations with limited ModelWare EPS ($) 1.07 0.71 0.76 1.39
  6. Separately, a third-party Robotaxi tracker website shows a ~200% increase in ** = Based on consensus methodology
  7. significant increase in the unsupervised fleet size from 57 vehicles at the end of June
  8. Our PT of $400 is comprised of 5 components: ( 1) $45/share for core Tesla Auto business

Barclays-AI盈利模型.pdf

  1. I, Ross Sandler, hereby certify (1) that the views expressed in this research report accurately reflect my personal views about any or all of the subject
  2. securities or issuers referred to in this research report and (2) no part of my compensation was, is or will be directly or indirectly related to the specific
  3. publicresearch.barclays.com or alternatively send a written request to: Barclays Research Compliance, 745 Seventh Avenue, 13th Floor, New York, NY
  4. 2241 restrictions on communications with a subject company, public appearances and trading securities held by a research analyst’s account.
  5. CH: Barclays Bank PLC and/or its group companies makes, or will make, a market in the securities (as defined under paragraph 16.2 (k) of the HK SFC
  6. D: Barclays Bank PLC and/or an affiliate has received compensation for investment banking services from this issuer in the past 12 months.
  7. FA: Barclays Bank PLC and/or an affiliate beneficially owns 1% or more of a class of equity securities of this issuer, as calculated in accordance with US
  8. FB: Barclays Bank PLC and/or an affiliate beneficially owns a long position of more than 0.5% of a class of equity securities of this issuer, as calculated

Bernstein-Salesforce2Q27：剔除并购因素小幅超预期，仍有充足动力推动股价反弹 Salesforce2Q27 Small beat excluding M&A, but still good enough to drive a stock bounce.pdf

  1. Q3. The question is can CRM accelerate organically, or must they acquire to drive better than Market Cap (USD) (M) 168,403
  2. incremental raise in revenue on the core business was minimum (~100M or less) and the EPS beat disappears. But the stock
  3. jumped 13% in the aftermarket as investors are starting to look again at software with clean quarters and signs that AI is not a
  4. We believe that investors were pleased with the results, the increase in guidance and likely the Q3 CRPO guidance of 14% YoY
  5. growth (which excludes the 2 recent acquisitions but does including 4%+ from Informatica). Nonetheless, the results were
  6. focused on the future, driving consumption, and AI adoption. Management is talking about H2 acceleration but as of now the
  7. company is guiding to flattish organic growth for Q3. The question we would argue is can the company sustain what is current
  8. • Sales continues to be strong, growing 9% which should counter some of the bear cases on AI impact. Frankly this strong

Bernstein-北方华创（002371.SZ）——2Q26营收不及预期，反映订单至收入确认延迟.pdf

  1. lately, as investors took profit from the previous peak and are still waiting for the companies 08/25 11/25 02/26 05/26 08/26
  2. 81Q1 81Q2 81Q3 81Q4 91Q1 91Q2 91Q3 91Q4 02Q1 02Q2 02Q3 02Q4 12Q1 12Q2 12Q3 12Q4 22Q1 22Q2 22Q3 22Q4 32Q1 32Q2 32Q3 32Q4 42Q1 42Q2 42Q3 42Q4 52Q1 52Q2 52Q3 52Q4 62Q1 62Q2
  3. 81Q1 81Q2 81Q3 81Q4 91Q1 91Q2 91Q3 91Q4 02Q1 02Q2 02Q3 02Q4 12Q1 12Q2 12Q3 12Q4 22Q1 22Q2 22Q3 22Q4 32Q1 32Q2 32Q3 32Q4 42Q1 42Q2 42Q3 42Q4 52Q1 52Q2 52Q3 52Q4 62Q1 62Q2
  4. 81Q1 81Q2 81Q3 81Q4 91Q1 91Q2 91Q3 91Q4 02Q1 02Q2 02Q3 02Q4 12Q1 12Q2 12Q3 12Q4 22Q1 22Q2 22Q3 22Q4 32Q1 32Q2 32Q3 32Q4 42Q1 42Q2 42Q3 42Q4 52Q1 52Q2 52Q3 52Q4 62Q1 62Q2
  5. 81Q1 81Q2 81Q3 81Q4 91Q1 91Q2 91Q3 91Q4 02Q1 02Q2 02Q3 02Q4 12Q1 12Q2 12Q3 12Q4 22Q1 22Q2 22Q3 22Q4 32Q1 32Q2 32Q3 32Q4 42Q1 42Q2 42Q3 42Q4 52Q1 52Q2 52Q3 52Q4 62Q1 62Q2
  6. operating profit and net income are caused due to aligning previous forecast of 1H26 numbers to the actual results and above
  7. Cash Paid for Distribution of Dividends, Profit and Repayment of I n t e r e s t (91) (114) (241) (388) (615) (908) (1,299) (1,445) (3,160)
  8. (April 1, 2024 onwards), Sanford C. Bernstein & Co., LLC (pre April 1, 2024), Bernstein Autonomous LLP, BSG France S.A. (April 1,

【个股-META】【英】MS-META能否复刻2025下半年GOOGL的估值重估行情-20260831.pdf

  1. to changes for teens using FB/IG. These include 1) a 2-hour daily limit across FB/IG Internet | United States of America
  2. model launches, including Gemini 3 and broader rollout of search tools including AI investors should be aware that the firm may have a conflict of
  3. Call Options "Soon" (30 Jul 2026) we see multiple new products in the pipeline from For analyst certification and other important disclosures,
  4. 8/28/2023 11/28/2023 2/28/2024 5/28/2024 8/28/2024 11/28/2024 2/28/2025 5/31/2025 8/31/2025 11/30/2025 2/28/2026 5/31/2026
  5. 8/28/2023 11/28/2023 2/28/2024 5/28/2024 8/28/2024 11/28/2024 2/28/2025 5/31/2025 8/31/2025 11/30/2025 2/28/2026 5/31/2026 8/31/2026
  6. $$$111,,,000000000...000000(((+++777333...000000%%%))) PPPrrrooobbb (((>>>111,,,000000000...000000)))~~~222...555%%% monetization...and traction improving ad
  7. Base, and Bear case scenarios playing out were estimated with implied volatility data from the options market as of 28 Risk Reward Themes
  8. Aug 2026. All figures are approximate risk-neutral probabilities of the stock reaching beyond the scenario price in either

【个股-MRVL】【英】CITI-Marvell管理层电话会议纪要-20260828.pdf

  1. Supply availability. MRVL took numbers from $16.5B up to $18B and this factors in
  2. supply availability. Many of the connectivity and XPU attach are attached to the Expected share price return 13.9%
  3. other things, so these need available parts to deploy. Numbers can still go higher Expected dividend yield 0.1%
  4. years and Google is for 6 years. If you look at the magnitude of both, the scale of
  5. 80% this year and dramatically next year Switch/storage/other - switch will be $1
  6. See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations
  7. Our $275 target price is based on a 28x P/E on CY28E EPS. The 28x P/E valuation is in-line with the last 3 year P/E average.
  8. Downside risks to achieving our target price include the following: 1) storage weakness;

【个股-MRVL】【英】MS-迈威尔科技：业绩稳健-短期无惊喜-20260828.pdf

  1. Aug 2026. All figures are approximate risk-neutral probabilities of the stock reaching beyond the scenario price in either
  2. Marvell Technology Income Statement C1Q25A C2Q25A C3Q25A C4Q25A C1Q26A C2Q26A C3Q26E C4Q26E C1Q27E C2Q27E C3Q27E C4Q27E CY2025A CY2026E CY2027E CY2028E
  3. fiscal year ends in January) Apr-25 Jul-25 Oct-25 Jan-26 Apr-26 Jul-26 Oct-26 Jan-27 Apr-27 Jul-27 Oct-27 Jan-28 Jan-26 Jan-27 Jan-28 Jan-29
  4. Revenues - Non-GAAP 1,895.3 2,006.1 2,074.5 2,218.7 2,417.8 2,739.3 3,153.7 3,667.9 3,945.4 4,219.0 4,633.6 5,234.6 $ 8,194.6 $ 11,978.7 $ 18,032.5 $ 24,129.6
  5. COGS - GAAP 942.9 995.5 1,004.7 1,070.8 1,157.0 1,283.7 1,483.0 1,704.4 1,823.3 1,938.8 2,104.5 2,362.2 4,013.9 5,628.1 8,228.8 10,792.2
  6. COGS - non GAAP 761.8 814.7 836.4 909.9 994.0 1,125.3 1,324.6 1,546.0 1,664.9 1,780.4 1,946.1 2,203.8 3,322.8 4,989.9 7,595.2 10,158.6
  7. Gross Profit - GAAP 952.4 1,010.6 1,069.8 1,147.9 1,260.8 1,455.6 1,670.8 1,963.5 2,122.0 2,280.2 2,529.1 2,872.5 4,180.7 6,350.6 9,803.7 13,337.5
  8. Gross Profit - non GAAP 1,133.5 1,191.4 1,238.1 1,308.8 1,423.8 1,614.0 1,829.2 2,121.9 2,280.4 2,438.6 2,687.5 3,030.9 4,871.8 6,988.8 10,437.3 13,971.1

文档

【个股-NVDA】【英】CITI-10-Q季报要点速览-20260827.pdf

总结

  1. takeaways. For more detailed analysis on the results and model update, Price (26 Aug 26 16:00) US$209.66
  2. 71% at $11.3Bn, work in process up 34% at $13.4Bn, and finished goods down 25% Expected dividend yield 0.0%
  3. at $6.9Bn. We believe the growth in raw materials and work in process while lower Expected total return 50.3%
  4. finished goods are driven by strong Blackwell sales and product transition to Vera Market Cap US$5,052,806M
  5. See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations
  6. customers were 20% and 15% in the 1H last fiscal year. The company reclassified one customer from ACIE to Hyperscale in the
  7. Our price target for NVDA of $315 is based on ~21x P/E on C27E earnings power. Our 21x P/E multiple is in-line with 1 year
  8. Downside risks to the attainment of our target price include: 1) competition on gaming could drive the stock lower if Nvidia

预览

【个股-NVDA】【英】CITI-10-Q季报要点速览-20260827.pdf

【个股-TSLA】【英】MS-Cybercab即将发布：特斯拉自动驾驶的关键时刻-20260902.pdf

总结

  1. Tesla is hosting a Cybercab launch event on 9/3. If the event includes a Industry View In-Line
  2. meaningful rollout of unsupervised Cybercabs, we expect the stock to regain Shr price, close (Sep 1, 2026) $356.09
  3. T X DMV data shows that Tesla r ecently registered up to 45 C ybercabs. As a Fiscal Year Ending 12/25 12/26e 12/27e 12/28e
  4. result we a have a positive bias for the TSLA shares going into the event. EPS ($)** 1.67 1.70 2.07 2.69
  5. If the launch event only includes supervised retail demonstrations with limited ModelWare EPS ($) 1.07 0.71 0.76 1.39
  6. Separately, a third-party Robotaxi tracker website shows a ~200% increase in ** = Based on consensus methodology
  7. significant increase in the unsupervised fleet size from 57 vehicles at the end of June
  8. Our PT of $400 is comprised of 5 components: ( 1) $45/share for core Tesla Auto business

预览

【个股-TSLA】【英】MS-Cybercab即将发布：特斯拉自动驾驶的关键时刻-20260902.pdf

Barclays-AI盈利模型.pdf

总结

  1. I, Ross Sandler, hereby certify (1) that the views expressed in this research report accurately reflect my personal views about any or all of the subject
  2. securities or issuers referred to in this research report and (2) no part of my compensation was, is or will be directly or indirectly related to the specific
  3. publicresearch.barclays.com or alternatively send a written request to: Barclays Research Compliance, 745 Seventh Avenue, 13th Floor, New York, NY
  4. 2241 restrictions on communications with a subject company, public appearances and trading securities held by a research analyst’s account.
  5. CH: Barclays Bank PLC and/or its group companies makes, or will make, a market in the securities (as defined under paragraph 16.2 (k) of the HK SFC
  6. D: Barclays Bank PLC and/or an affiliate has received compensation for investment banking services from this issuer in the past 12 months.
  7. FA: Barclays Bank PLC and/or an affiliate beneficially owns 1% or more of a class of equity securities of this issuer, as calculated in accordance with US
  8. FB: Barclays Bank PLC and/or an affiliate beneficially owns a long position of more than 0.5% of a class of equity securities of this issuer, as calculated

预览

Barclays-AI盈利模型.pdf

Bernstein-Asia Tech Hardware 2Q26 PCB market update - revenue growth accelerates, profitability improves-260831.pdf

预览

Bernstein-Asia Tech Hardware 2Q26 PCB market update - revenue growth accelerates, profitability improves-260831.pdf

Bernstein-Salesforce2Q27：剔除并购因素小幅超预期，仍有充足动力推动股价反弹 Salesforce2Q27 Small beat excluding M&A, but still good enough to drive a stock bounce.pdf

总结

  1. Q3. The question is can CRM accelerate organically, or must they acquire to drive better than Market Cap (USD) (M) 168,403
  2. incremental raise in revenue on the core business was minimum (~100M or less) and the EPS beat disappears. But the stock
  3. jumped 13% in the aftermarket as investors are starting to look again at software with clean quarters and signs that AI is not a
  4. We believe that investors were pleased with the results, the increase in guidance and likely the Q3 CRPO guidance of 14% YoY
  5. growth (which excludes the 2 recent acquisitions but does including 4%+ from Informatica). Nonetheless, the results were
  6. focused on the future, driving consumption, and AI adoption. Management is talking about H2 acceleration but as of now the
  7. company is guiding to flattish organic growth for Q3. The question we would argue is can the company sustain what is current
  8. • Sales continues to be strong, growing 9% which should counter some of the bear cases on AI impact. Frankly this strong

预览

Bernstein-Salesforce2Q27：剔除并购因素小幅超预期，仍有充足动力推动股价反弹 Salesforce2Q27 Small beat excluding M&A, but still good enough to drive a stock bounce.pdf

Bernstein-北方华创（002371.SZ）——2Q26营收不及预期，反映订单至收入确认延迟.pdf

总结

  1. lately, as investors took profit from the previous peak and are still waiting for the companies 08/25 11/25 02/26 05/26 08/26
  2. 81Q1 81Q2 81Q3 81Q4 91Q1 91Q2 91Q3 91Q4 02Q1 02Q2 02Q3 02Q4 12Q1 12Q2 12Q3 12Q4 22Q1 22Q2 22Q3 22Q4 32Q1 32Q2 32Q3 32Q4 42Q1 42Q2 42Q3 42Q4 52Q1 52Q2 52Q3 52Q4 62Q1 62Q2
  3. 81Q1 81Q2 81Q3 81Q4 91Q1 91Q2 91Q3 91Q4 02Q1 02Q2 02Q3 02Q4 12Q1 12Q2 12Q3 12Q4 22Q1 22Q2 22Q3 22Q4 32Q1 32Q2 32Q3 32Q4 42Q1 42Q2 42Q3 42Q4 52Q1 52Q2 52Q3 52Q4 62Q1 62Q2
  4. 81Q1 81Q2 81Q3 81Q4 91Q1 91Q2 91Q3 91Q4 02Q1 02Q2 02Q3 02Q4 12Q1 12Q2 12Q3 12Q4 22Q1 22Q2 22Q3 22Q4 32Q1 32Q2 32Q3 32Q4 42Q1 42Q2 42Q3 42Q4 52Q1 52Q2 52Q3 52Q4 62Q1 62Q2
  5. 81Q1 81Q2 81Q3 81Q4 91Q1 91Q2 91Q3 91Q4 02Q1 02Q2 02Q3 02Q4 12Q1 12Q2 12Q3 12Q4 22Q1 22Q2 22Q3 22Q4 32Q1 32Q2 32Q3 32Q4 42Q1 42Q2 42Q3 42Q4 52Q1 52Q2 52Q3 52Q4 62Q1 62Q2
  6. operating profit and net income are caused due to aligning previous forecast of 1H26 numbers to the actual results and above
  7. Cash Paid for Distribution of Dividends, Profit and Repayment of I n t e r e s t (91) (114) (241) (388) (615) (908) (1,299) (1,445) (3,160)
  8. (April 1, 2024 onwards), Sanford C. Bernstein & Co., LLC (pre April 1, 2024), Bernstein Autonomous LLP, BSG France S.A. (April 1,

预览

Bernstein-北方华创（002371.SZ）——2Q26营收不及预期，反映订单至收入确认延迟.pdf

【个股-META】【英】MS-META能否复刻2025下半年GOOGL的估值重估行情-20260831.pdf

总结

  1. to changes for teens using FB/IG. These include 1) a 2-hour daily limit across FB/IG Internet | United States of America
  2. model launches, including Gemini 3 and broader rollout of search tools including AI investors should be aware that the firm may have a conflict of
  3. Call Options "Soon" (30 Jul 2026) we see multiple new products in the pipeline from For analyst certification and other important disclosures,
  4. 8/28/2023 11/28/2023 2/28/2024 5/28/2024 8/28/2024 11/28/2024 2/28/2025 5/31/2025 8/31/2025 11/30/2025 2/28/2026 5/31/2026
  5. 8/28/2023 11/28/2023 2/28/2024 5/28/2024 8/28/2024 11/28/2024 2/28/2025 5/31/2025 8/31/2025 11/30/2025 2/28/2026 5/31/2026 8/31/2026
  6. $$$111,,,000000000...000000(((+++777333...000000%%%))) PPPrrrooobbb (((>>>111,,,000000000...000000)))~~~222...555%%% monetization...and traction improving ad
  7. Base, and Bear case scenarios playing out were estimated with implied volatility data from the options market as of 28 Risk Reward Themes
  8. Aug 2026. All figures are approximate risk-neutral probabilities of the stock reaching beyond the scenario price in either

预览

【个股-META】【英】MS-META能否复刻2025下半年GOOGL的估值重估行情-20260831.pdf

【个股-MRVL】【英】CITI-Marvell管理层电话会议纪要-20260828.pdf

总结

  1. Supply availability. MRVL took numbers from $16.5B up to $18B and this factors in
  2. supply availability. Many of the connectivity and XPU attach are attached to the Expected share price return 13.9%
  3. other things, so these need available parts to deploy. Numbers can still go higher Expected dividend yield 0.1%
  4. years and Google is for 6 years. If you look at the magnitude of both, the scale of
  5. 80% this year and dramatically next year Switch/storage/other - switch will be $1
  6. See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations
  7. Our $275 target price is based on a 28x P/E on CY28E EPS. The 28x P/E valuation is in-line with the last 3 year P/E average.
  8. Downside risks to achieving our target price include the following: 1) storage weakness;

预览

【个股-MRVL】【英】CITI-Marvell管理层电话会议纪要-20260828.pdf

【个股-MRVL】【英】MS-迈威尔科技：业绩稳健-短期无惊喜-20260828.pdf

总结

  1. Aug 2026. All figures are approximate risk-neutral probabilities of the stock reaching beyond the scenario price in either
  2. Marvell Technology Income Statement C1Q25A C2Q25A C3Q25A C4Q25A C1Q26A C2Q26A C3Q26E C4Q26E C1Q27E C2Q27E C3Q27E C4Q27E CY2025A CY2026E CY2027E CY2028E
  3. fiscal year ends in January) Apr-25 Jul-25 Oct-25 Jan-26 Apr-26 Jul-26 Oct-26 Jan-27 Apr-27 Jul-27 Oct-27 Jan-28 Jan-26 Jan-27 Jan-28 Jan-29
  4. Revenues - Non-GAAP 1,895.3 2,006.1 2,074.5 2,218.7 2,417.8 2,739.3 3,153.7 3,667.9 3,945.4 4,219.0 4,633.6 5,234.6 $ 8,194.6 $ 11,978.7 $ 18,032.5 $ 24,129.6
  5. COGS - GAAP 942.9 995.5 1,004.7 1,070.8 1,157.0 1,283.7 1,483.0 1,704.4 1,823.3 1,938.8 2,104.5 2,362.2 4,013.9 5,628.1 8,228.8 10,792.2
  6. COGS - non GAAP 761.8 814.7 836.4 909.9 994.0 1,125.3 1,324.6 1,546.0 1,664.9 1,780.4 1,946.1 2,203.8 3,322.8 4,989.9 7,595.2 10,158.6
  7. Gross Profit - GAAP 952.4 1,010.6 1,069.8 1,147.9 1,260.8 1,455.6 1,670.8 1,963.5 2,122.0 2,280.2 2,529.1 2,872.5 4,180.7 6,350.6 9,803.7 13,337.5
  8. Gross Profit - non GAAP 1,133.5 1,191.4 1,238.1 1,308.8 1,423.8 1,614.0 1,829.2 2,121.9 2,280.4 2,438.6 2,687.5 3,030.9 4,871.8 6,988.8 10,437.3 13,971.1

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【个股-MRVL】【英】MS-迈威尔科技：业绩稳健-短期无惊喜-20260828.pdf

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