The OCP Summit releases full-stack collaboration signals; GF Securities: Semiconductor pullback creates a buying opportunity, optimistic about Nvidia, Marvell, and the CPU supply chain.

智通财经2026/10/19 02:01

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According to Golden Ten Data, analysts from GF Securities attended the OCP Global Summit held in San Jose last week. The conference reflected that hyperscale cloud providers are shifting towards full-stack collaborative design. Analysts stated that the current correction in semiconductor stocks has created buying opportunities for high-quality targets such as NVIDIA (NVDA.US) and Marvell (MRVL.US).

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The OCP Summit releases full-stack collaboration signals; GF Securities: Semiconductor pullback creates a buying opportunity, optimistic about Nvidia, Marvell, and the CPU supply chain.

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