Citrini分析师称Lumentum接受交易或反映对AI周期缺乏信心，MRVL与LITE盘初下跌
Citrini分析师Jukan评论Marvell收购Lumentum时称，Lumentum管理层或认为AI发展周期将在两到三年内崩溃。报道援引BIT数据称，MRVL和LITE盘初一度下跌。
Loading…
bibibi.ccbibibi.ccLoading…
Connect scattered updates into a story you can understand.
Citrini分析师Jukan评论Marvell收购Lumentum时称，Lumentum管理层或认为AI发展周期将在两到三年内崩溃。报道援引BIT数据称，MRVL和LITE盘初一度下跌。
Citing Bloomberg, BlockBeats reported that Marvell is in advanced talks with Lumentum and is considering acquiring the latter in an all-stock transaction. Analysis suggests that the transaction's primary rationale is to integrate DSP, lasers, and optical components, but no agreement has yet been announced.
According to Binance market data,Marvell（MRVL) stock fell 15.01%, trading at 214.74 USD。
The market reports that Marvell is in talks to acquire Lumentum but no final agreement has been reached; on Hyperliquid,LITE and MRVL contracts showed sharp divergence and increased trading volume.