# 分析師揭露：我/我們持有MRVL、NVDA、AMZN、MSFT、GOOG股票的多頭部位。

*semiconductor, genai · news · 2026-05-30 · Seeking Alpha*

## Key points

- 作者持有MRVL、NVDA、AMZN、MSFT及GOOG股票或衍生性商品的多頭部位。
- 作者僅因撰寫本文而從Seeking Alpha獲得報酬。
- 作者與任何提及公司間無商業關係。
- Seeking Alpha分析師可包含專業人士及非持牌個人投資者。

Analyst’s Disclosure: I/we have a beneficial long position in the shares of MRVL, NVDA, AMZn, MSFT, GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

**Companies:** AMD, NVIDIA, Amazon, Microsoft, Google

[Read the full story on Seeking Alpha](https://seekingalpha.com/article/4910242-marvell-technology-ai-growth-catalyst-is-kicking-off)

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