大摩：迈威尔科技(MRVL.US)1150亿美元收购Lumentum有望强化AI光通信优势股价遭市场过度抛售

智通财经11-03

【大摩：迈威尔科技(MRVL.US)1150亿美元收购Lumentum有望强化AI光通信优势股价遭市场过度抛售】智通财经APP获悉，摩根士丹利最新研报指出，迈威尔科技(MRVL.US)以约1150亿美元收购光通信设备制造商Lumentum(LITE.US)是一笔定价激进、存在较高执行风险的交易，但有望帮助迈威尔在下一代人工智能(AI)光互连市场建立更强的竞争优势。考虑到迈威尔此前成功整合多家科技公司的良好纪录，大摩认为，市场对这笔交易的负面反应可能过度。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2680067727?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-11-03 22:22","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2680067727","market":"us","top_or_hot":-1,"title":"大摩：迈威尔科技(MRVL.US)1150亿美元收购Lumentum有望强化AI光通信优势 股价遭市场过度抛售","media":"智通财经","content":"<html><body><div>\n<div>\n<b>【大摩：迈威尔科技(MRVL.US)1150亿美元收购Lumentum有望强化AI光通信优势 股价遭市场过度抛售】</b>智通财经APP获悉，摩根士丹利最新研报指出，迈威尔科技(MRVL.US)以约1150亿美元收购光通信设备制造商Lumentum(LITE.US)是一笔定价激进、存在较高执行风险的交易，但有望帮助迈威尔在下一代人工智能(AI)光互连市场建立更强的竞争优势。考虑到迈威尔此前成功整合多家科技公司的良好纪录，大摩认为，市场对这笔交易的负面反应可能过度。                </div>\n</div></body></html>","source":"live_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大摩：迈威尔科技(MRVL.US)1150亿美元收购Lumentum有望强化AI光通信优势 股价遭市场过度抛售</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩：迈威尔科技(MRVL.US)1150亿美元收购Lumentum有望强化AI光通信优势 股价遭市场过度抛售\n</h2>\n\n<h4 class=\"meta\">\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<div>\n<b>【大摩：迈威尔科技(MRVL.US)1150亿美元收购Lumentum有望强化AI光通信优势 股价遭市场过度抛售】</b>智通财经APP获悉，摩根士丹利最新研报指出，迈威尔科技(MRVL.US)以约1150亿美元收购光通信设备制造商Lumentum(LITE.US)是一笔定价激进、存在较高执行风险的交易，但有望帮助迈威尔在下一代人工智能(AI)光互连市场建立更强的竞争优势。考虑到迈威尔此前成功整合多家科技公司的良好纪录，大摩认为，市场对这笔交易的负面反应可能过度。                </div>\n</div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">智通财经</a> </p>\n\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0004091025.USD","symbol_name":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","start_time":0,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","article_id":"2680067727","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2680067727","pubTimestamp":1793715767,"columns":[],"sourceInfo":{"source_id":"live_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"【大摩：迈威尔科技(MRVL.US)1150亿美元收购Lumentum有望强化AI光通信优势 股价遭市场过度抛售】智通财经APP获悉，摩根士丹利最新研报指出，迈威尔科技(MRVL.US)以约1150亿","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","DTCR":"Global X Data Center & Digital Infrastructure ETF","GTEK":"Goldman Sachs Future Tech Leaders Equity ETF","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1046421795.USD":"富达环球科技A-ACC","FTXL":"First Trust Nasdaq Semiconductor ETF","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","WUGI":"AXS Esoterica NextG Economy ETF","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4581":"高盛持仓","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4543":"AI","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","FAI":"First Trust Bloomberg Artificial Intelligence ETF","BK4141":"半导体产品","LU0056508442.USD":"贝莱德世界科技基金A2","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4515":"5G概念","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","AIS":"VistaShares Artificial Intelligence Supercycle ETF","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","MRVL":"迈威尔科技","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","MVLL":"2倍做多MRVL ETF-GraniteShares","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","XNTK":"SPDR NYSE Technology ETF","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","BK4588":"碎股","SMHX":"VanEck Fabless Semiconductor ETF","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","ARTY":"ISHARES FUTURE AI & TECH ETF","MRVU":"Direxion Daily MRVL Bull 2X ETF","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","MRVX":"CORGI MRVL 2X DAILY ETF","LU0444971666.USD":"天利全球科技基金","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","FXL":"First Trust Technology AlphaDEX Fund","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4605":"半导体精选","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","FDTX":"Fidelity Disruptive Technology ETF","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","AIFD":"TCW Artificial Intelligence ETF","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4604":"机器人概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD"},"translate_title":"Morgan Stanley: Mywell Technologies (MRVL.US)'s $115 billion acquisition of Lumentum is expected to strengthen its AI optical communication advantages; its stock price was oversold by the market.","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a36b18daa967fb875fec76ba35c57b4f","symbols_score_info":{"FDTX":0.6,"GTEK":0.6,"AIFD":0.6,"FAI":0.6,"WUGI":0.6,"XNTK":0.6,"FTXL":0.6,"MVLL":0.6,"MRVL":1.9,"MRVX":0.6,"FXL":0.6,"DTCR":0.6,"SOXY":0.6,"SMHX":0.6,"AIS":0.6,"ARTY":0.6,"MRVU":0.6,"QQQA":0.6},"content_text":"【大摩：迈威尔科技(MRVL.US)1150亿美元收购Lumentum有望强化AI光通信优势 股价遭市场过度抛售】智通财经APP获悉，摩根士丹利最新研报指出，迈威尔科技(MRVL.US)以约1150亿美元收购光通信设备制造商Lumentum(LITE.US)是一笔定价激进、存在较高执行风险的交易，但有望帮助迈威尔在下一代人工智能(AI)光互连市场建立更强的竞争优势。考虑到迈威尔此前成功整合多家科技公司的良好纪录，大摩认为，市场对这笔交易的负面反应可能过度。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.53.0","shortVersion":"4.53.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2680067727","isCrawlerRequest":true}

大摩：迈威尔科技(MRVL.US)1150亿美元收购Lumentum有望强化AI光通信优势 股价遭市场过度抛售

精彩评论

大摩：迈威尔科技(MRVL.US)1150亿美元收购Lumentum有望强化AI光通信优势股价遭市场过度抛售