$Marvell Technology(MRVL)$ 如果你认为： • AI 数据中心未来 5–10 年仍将高速扩张 • 云厂商一定会走“自研芯片 + 降本增效”路线 • 数据中心互连和定制 ASIC 是长期趋势 那么： • MRVL 是一个极具性价比的“AI 基础设施核心成长股”

$Wolfspeed Inc.(WOLF)$ 公司最新财报显示，其AI数据中心应用业务环比增长约30%，成为重要的结构性亮点，同时碳化硅行业需求改善趋势获得多方确认，AI电源需求增长显著。 此外，公司的基本面也出现积极变化。Wolfspeed功率器件业务中已有90%的营收来自莫霍克谷8英寸器件厂，并且公司通过战略再融资将优先担保债务缩减了约43%，资产负债状况得到显著改善。尽管财报指引仍显疲软，但市场的交易逻辑已从关注短期业绩转向聚焦AI驱动的长期增量预期，这推动了股价在夜盘走强。 $Wolfspeed Inc.(WOLF)$  

$Micron Technology(MU)$ 美光目前市盈率(PE)仅约9.9倍，而整个半导体行业的估值中位数约为32倍。与此同时，公司未来每股收益(EPS)增长预期高达327%，显示其盈利增长速度远高于行业平均水平。 受AI带动的存储芯片需求激增推动，美光股价近期持续强势。数据显示，公司股价过去12个月累计上涨约720%，近一个月涨幅也达到约80%。 $美光科技(MU)$  

$Marvell Technology(MRVL)$ 英伟达首席执行官黄仁勋在台北国际电脑展（Computex 2026）上公开表示，迈威尔科技将成为下一家市值突破万亿美元的公司。黄仁勋强调，随着AI进入“智能体”时代，计算任务日益分散和分布式，连接性已成为AI基础设施的关键瓶颈，而迈威尔科技正是该领域的领导者。这一明确背书极大地提振了市场对该公司长期增长潜力的信心。 $迈威尔科技(MRVL)$  

$Advanced Micro Devices(AMD)$ 随着“Agentic AI”的兴起，计算架构正从传统的“一头四卡”或“一头八卡”向接近1：1的CPU-GPU配比转变。AMD管理层预计，下季度服务器CPU营收将同比增长70%以上，并将2030年服务器CPU总潜在市场目标从此前的600亿美元大幅上调至1200亿美元。 $美国超微公司(AMD)$  

$FrogAds, Inc.(FROG)$ JFrog’s 2026 Software Supply Chain Security State of the Union report flagged a sharp rise in software supply chain risk as attackers expand from package registries into AI model registries, developer tools, and AI agent workflows. Malicious npm packages rose 451% year over year, with 177,000 new malicious packages detected across registries. JFrog tracked 969 malicious AI agent skills, alongside 495 malicious AI models on Hugging Face, in a shift toward compromising autonomous tools used to write and deploy software.$FrogAds, Inc.(FROG)$ 

$Stellantis NV(STLA)$ 汽车制造商斯泰兰蒂斯集团（Stellantis）与法国人工智能公司 Mistral AI 于周三在联合新闻稿中宣布，将扩大双方现有合作关系，以在斯泰兰蒂斯集团的各项业务运营中进一步推动人工智能应用

$Micron Technology(MU)$ A global shortage is driving prices higher, making 47-year-old Micron Technology one of the market's most active trades. The company's market capitalization surpassed $800 billion for the first time this week, with its stock soaring over 750% in the past year. CEO Sanjay Mehrotra previously stated that due to supply constraints, core customers are currently receiving only "50% to two-thirds" of their required memory chips. $美光科技(MU)$  

$Entero Therapeutics, Inc.(ENTO)$ (formerly First Wave BioPharma) is a clinical-stage biopharmaceutical company focused on developing orally delivered therapies for gastrointestinal (GI) diseases. The company’s innovative pipeline, which targets unmet needs in GI healthcare, provides several compelling reasons to consider it as an investment opportunity. Key Advantages: 1. Targeted Therapeutic Approach: Entero Therapeutics specializes in orally delivered biotherapeutics aimed at GI disorders, positioning itself in a growing market where the demand for novel treatments is increasing. Their lead drug candidates, including latiglutenase for celiac disease and adrulipase for exocrine pancreatic insufficiency, are undergoing Phase 2 trials . 2. Diver