2026-06-06 · 特辑｜Marvell 入门：英伟达点名的下一个万亿美元公司

英伟达 CEO 黄仁勋在 2026 年 6 月 2 日的 Computex 上，把芯片公司 Marvell（美满电子）称为未来的万亿美元公司，并宣布英伟达向其投资 20 亿美元，几天后 Marvell 被纳入标普 500 指数。这期特辑从这条新闻讲起，为零基础听众拆解：Marvell 到底是一家什么样的公司，它的两件传家宝——定制芯片 ASIC 与约七成市场份额的光互连 DSP——在技术上如何运作，以及它为什么在这一轮 AI 基础设施大建设中不可或缺。结尾回到投资视角，给出一份在股价情绪暴涨之后保持中性、强调安全边际的估值测算。约 50 分钟。

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