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10-29 22:24

中国有否决权吗

Marvell股价大跌，为何市场不看好其收购Lumentum的想法？

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Securities）分析师Vijay Rakesh指出，过去15年间的大型半导体行业并购交易，收购溢价平均达到目标公司股价在交易消息公布前水平的38%。按照这一溢价计算，Lumentum的股价将超过每股1,260美元，而其周三收盘价为913.95美元。</p><p style=\"text-align: left;\">雷蒙德·詹姆斯（Raymond James）分析师Simon Leopold在一份研究报告中写道：</p><p style=\"text-align: left;\">“虽然我们认为这笔交易在产业逻辑上具有合理性，但相关情景分析显示，到2028日历年，这项合并可能对每股收益基本没有影响；也可能根据交易规模和交易结构，使Marvell的每股收益摊薄10%以上。这让我们对交易最终达成的可能性产生了一些怀疑。”</p><p style=\"text-align: left;\">这笔交易将是Marvell近期一系列大手笔收购中规模最大的一笔。在过去一年内，Marvell已宣布收购光网络公司Celestial AI，交易金额为32.5亿美元；同时还宣布以5.4亿美元收购互连技术公司XConn。</p></body></html>","collect":0,"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>Marvell股价大跌，为何市场不看好其收购Lumentum的想法？</title>\n<style 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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\">\nMarvell股价大跌，为何市场不看好其收购Lumentum的想法？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-10-29 22:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Marvell（MRVL）的股东似乎对公司据称有意出人意料地收购光网络同行Lumentum Holdings（LITE）感到不满，导致Marvell股价周四大幅下挫。</p><p style=\"text-align: left;\">彭博社援引不愿具名的消息人士报道称，两家公司正在就收购事宜进行深入谈判，最早可能于下周宣布消息。受此消息影响，Marvell股价盘初暴跌12%，而Lumentum股价则 上涨 2%。</p><p style=\"text-align: left;\">如果这笔交易通过发行Marvell股票来支付，投资者很可能担心股权被大幅稀释。截至周三收盘，Lumentum的市值为827.9亿美元，这将占Marvell自身2206.7亿美元市值的相当大一部分。Marvell的资产负债表上持有约40亿美元现金，同时背负约50亿美元长期债务。</p><p style=\"text-align: left;\">这笔交易的最终价格可能远高于周四股价变动所反映的水平。瑞穗证券（Mizuho Securities）分析师Vijay Rakesh指出，过去15年间的大型半导体行业并购交易，收购溢价平均达到目标公司股价在交易消息公布前水平的38%。按照这一溢价计算，Lumentum的股价将超过每股1,260美元，而其周三收盘价为913.95美元。</p><p style=\"text-align: left;\">雷蒙德·詹姆斯（Raymond James）分析师Simon Leopold在一份研究报告中写道：</p><p style=\"text-align: left;\">“虽然我们认为这笔交易在产业逻辑上具有合理性，但相关情景分析显示，到2028日历年，这项合并可能对每股收益基本没有影响；也可能根据交易规模和交易结构，使Marvell的每股收益摊薄10%以上。这让我们对交易最终达成的可能性产生了一些怀疑。”</p><p style=\"text-align: left;\">这笔交易将是Marvell近期一系列大手笔收购中规模最大的一笔。在过去一年内，Marvell已宣布收购光网络公司Celestial AI，交易金额为32.5亿美元；同时还宣布以5.4亿美元收购互连技术公司XConn。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/b2bdda9c554d10f71a8f4b47a194d4f6","relate_stocks":{"MRVU":"Direxion Daily MRVL Bull 2X ETF","LITX":"Tradr 2X Long LITE Daily ETF","LITC":"Corgi LITE 2x Daily ETF","LITU":"T-REX 2X Long LITE Daily Target ETF","MRVX":"CORGI MRVL 2X DAILY ETF","LITE":"Lumentum Holdings Inc.","LITZ":"Tradr 2X Short LITE Daily ETF","LITG":"Leverage Shares 2X Long LITE Daily ETF","MVLL":"2倍做多MRVL ETF-GraniteShares","MRVL":"迈威尔科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171445538","content_text":"Marvell（MRVL）的股东似乎对公司据称有意出人意料地收购光网络同行Lumentum Holdings（LITE）感到不满，导致Marvell股价周四大幅下挫。彭博社援引不愿具名的消息人士报道称，两家公司正在就收购事宜进行深入谈判，最早可能于下周宣布消息。受此消息影响，Marvell股价盘初暴跌12%，而Lumentum股价则 上涨 2%。如果这笔交易通过发行Marvell股票来支付，投资者很可能担心股权被大幅稀释。截至周三收盘，Lumentum的市值为827.9亿美元，这将占Marvell自身2206.7亿美元市值的相当大一部分。Marvell的资产负债表上持有约40亿美元现金，同时背负约50亿美元长期债务。这笔交易的最终价格可能远高于周四股价变动所反映的水平。瑞穗证券（Mizuho Securities）分析师Vijay Rakesh指出，过去15年间的大型半导体行业并购交易，收购溢价平均达到目标公司股价在交易消息公布前水平的38%。按照这一溢价计算，Lumentum的股价将超过每股1,260美元，而其周三收盘价为913.95美元。雷蒙德·詹姆斯（Raymond James）分析师Simon Leopold在一份研究报告中写道：“虽然我们认为这笔交易在产业逻辑上具有合理性，但相关情景分析显示，到2028日历年，这项合并可能对每股收益基本没有影响；也可能根据交易规模和交易结构，使Marvell的每股收益摊薄10%以上。这让我们对交易最终达成的可能性产生了一些怀疑。”这笔交易将是Marvell近期一系列大手笔收购中规模最大的一笔。在过去一年内，Marvell已宣布收购光网络公司Celestial AI，交易金额为32.5亿美元；同时还宣布以5.4亿美元收购互连技术公司XConn。","news_type":1,"symbols_score_info":{"MRVU":0.6,"LITG":0.6,"MVLL":0.6,"MRVL":2,"LITU":0.6,"MRVX":0.6,"LITE":2,"LITZ":0.6,"LITC":0.6,"LITX":0.6}},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":623692646559856,"gmtCreate":1793283894218,"gmtModify":1793284786434,"author":{"id":"3442805036575590","authorId":"3442805036575590","name":"康小草","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442805036575590","authorIdStr":"3442805036575590"},"themes":[],"title":"","htmlText":"中国有否决权吗","listText":"中国有否决权吗","text":"中国有否决权吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623692646559856","repostId":"1171445538","repostType":4,"repost":{"id":"1171445538","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1793282808,"share":"https://www.laohunote.com/m/news/1171445538?lang=zh_CN&edition=full","pubTime":"2026-10-29 22:06","market":"us","language":"zh","title":"Marvell股价大跌，为何市场不看好其收购Lumentum的想法？","url":"https://stock-news.laohu8.com/highlight/detail?id=1171445538","media":"老虎资讯综合","summary":"Marvell的股东似乎对公司据称有意出人意料地收购光网络同行Lumentum Holdings感到不满，导致Marvell股价周四大幅下挫。受此消息影响，Marvell股价盘初暴跌12%，而Lumentum股价则 上涨 2%。如果这笔交易通过发行Marvell股票来支付，投资者很可能担心股权被大幅稀释。截至周三收盘，Lumentum的市值为827.9亿美元，这将占Marvell自身2206.7亿美元市值的相当大一部分。Marvell的资产负债表上持有约40亿美元现金，同时背负约50亿美元长期债务。这笔交易将是Marvell近期一系列大手笔收购中规模最大的一笔。","content":"<html><head></head><body><p style=\"text-align: left;\">Marvell（MRVL）的股东似乎对公司据称有意出人意料地收购光网络同行Lumentum Holdings（LITE）感到不满，导致Marvell股价周四大幅下挫。</p><p style=\"text-align: left;\">彭博社援引不愿具名的消息人士报道称，两家公司正在就收购事宜进行深入谈判，最早可能于下周宣布消息。受此消息影响，Marvell股价盘初暴跌12%，而Lumentum股价则 上涨 2%。</p><p style=\"text-align: left;\">如果这笔交易通过发行Marvell股票来支付，投资者很可能担心股权被大幅稀释。截至周三收盘，Lumentum的市值为827.9亿美元，这将占Marvell自身2206.7亿美元市值的相当大一部分。Marvell的资产负债表上持有约40亿美元现金，同时背负约50亿美元长期债务。</p><p style=\"text-align: left;\">这笔交易的最终价格可能远高于周四股价变动所反映的水平。瑞穗证券（Mizuho Securities）分析师Vijay Rakesh指出，过去15年间的大型半导体行业并购交易，收购溢价平均达到目标公司股价在交易消息公布前水平的38%。按照这一溢价计算，Lumentum的股价将超过每股1,260美元，而其周三收盘价为913.95美元。</p><p style=\"text-align: left;\">雷蒙德·詹姆斯（Raymond James）分析师Simon Leopold在一份研究报告中写道：</p><p style=\"text-align: left;\">“虽然我们认为这笔交易在产业逻辑上具有合理性，但相关情景分析显示，到2028日历年，这项合并可能对每股收益基本没有影响；也可能根据交易规模和交易结构，使Marvell的每股收益摊薄10%以上。这让我们对交易最终达成的可能性产生了一些怀疑。”</p><p style=\"text-align: left;\">这笔交易将是Marvell近期一系列大手笔收购中规模最大的一笔。在过去一年内，Marvell已宣布收购光网络公司Celestial AI，交易金额为32.5亿美元；同时还宣布以5.4亿美元收购互连技术公司XConn。</p></body></html>","collect":0,"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>Marvell股价大跌，为何市场不看好其收购Lumentum的想法？</title>\n<style 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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\">\nMarvell股价大跌，为何市场不看好其收购Lumentum的想法？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-10-29 22:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Marvell（MRVL）的股东似乎对公司据称有意出人意料地收购光网络同行Lumentum Holdings（LITE）感到不满，导致Marvell股价周四大幅下挫。</p><p style=\"text-align: left;\">彭博社援引不愿具名的消息人士报道称，两家公司正在就收购事宜进行深入谈判，最早可能于下周宣布消息。受此消息影响，Marvell股价盘初暴跌12%，而Lumentum股价则 上涨 2%。</p><p style=\"text-align: left;\">如果这笔交易通过发行Marvell股票来支付，投资者很可能担心股权被大幅稀释。截至周三收盘，Lumentum的市值为827.9亿美元，这将占Marvell自身2206.7亿美元市值的相当大一部分。Marvell的资产负债表上持有约40亿美元现金，同时背负约50亿美元长期债务。</p><p style=\"text-align: left;\">这笔交易的最终价格可能远高于周四股价变动所反映的水平。瑞穗证券（Mizuho Securities）分析师Vijay Rakesh指出，过去15年间的大型半导体行业并购交易，收购溢价平均达到目标公司股价在交易消息公布前水平的38%。按照这一溢价计算，Lumentum的股价将超过每股1,260美元，而其周三收盘价为913.95美元。</p><p style=\"text-align: left;\">雷蒙德·詹姆斯（Raymond James）分析师Simon Leopold在一份研究报告中写道：</p><p style=\"text-align: left;\">“虽然我们认为这笔交易在产业逻辑上具有合理性，但相关情景分析显示，到2028日历年，这项合并可能对每股收益基本没有影响；也可能根据交易规模和交易结构，使Marvell的每股收益摊薄10%以上。这让我们对交易最终达成的可能性产生了一些怀疑。”</p><p style=\"text-align: left;\">这笔交易将是Marvell近期一系列大手笔收购中规模最大的一笔。在过去一年内，Marvell已宣布收购光网络公司Celestial AI，交易金额为32.5亿美元；同时还宣布以5.4亿美元收购互连技术公司XConn。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/b2bdda9c554d10f71a8f4b47a194d4f6","relate_stocks":{"MRVU":"Direxion Daily MRVL Bull 2X ETF","LITX":"Tradr 2X Long LITE Daily ETF","LITC":"Corgi LITE 2x Daily ETF","LITU":"T-REX 2X Long LITE Daily Target ETF","MRVX":"CORGI MRVL 2X DAILY ETF","LITE":"Lumentum Holdings Inc.","LITZ":"Tradr 2X Short LITE Daily ETF","LITG":"Leverage Shares 2X Long LITE Daily ETF","MVLL":"2倍做多MRVL ETF-GraniteShares","MRVL":"迈威尔科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171445538","content_text":"Marvell（MRVL）的股东似乎对公司据称有意出人意料地收购光网络同行Lumentum Holdings（LITE）感到不满，导致Marvell股价周四大幅下挫。彭博社援引不愿具名的消息人士报道称，两家公司正在就收购事宜进行深入谈判，最早可能于下周宣布消息。受此消息影响，Marvell股价盘初暴跌12%，而Lumentum股价则 上涨 2%。如果这笔交易通过发行Marvell股票来支付，投资者很可能担心股权被大幅稀释。截至周三收盘，Lumentum的市值为827.9亿美元，这将占Marvell自身2206.7亿美元市值的相当大一部分。Marvell的资产负债表上持有约40亿美元现金，同时背负约50亿美元长期债务。这笔交易的最终价格可能远高于周四股价变动所反映的水平。瑞穗证券（Mizuho Securities）分析师Vijay Rakesh指出，过去15年间的大型半导体行业并购交易，收购溢价平均达到目标公司股价在交易消息公布前水平的38%。按照这一溢价计算，Lumentum的股价将超过每股1,260美元，而其周三收盘价为913.95美元。雷蒙德·詹姆斯（Raymond James）分析师Simon Leopold在一份研究报告中写道：“虽然我们认为这笔交易在产业逻辑上具有合理性，但相关情景分析显示，到2028日历年，这项合并可能对每股收益基本没有影响；也可能根据交易规模和交易结构，使Marvell的每股收益摊薄10%以上。这让我们对交易最终达成的可能性产生了一些怀疑。”这笔交易将是Marvell近期一系列大手笔收购中规模最大的一笔。在过去一年内，Marvell已宣布收购光网络公司Celestial AI，交易金额为32.5亿美元；同时还宣布以5.4亿美元收购互连技术公司XConn。","news_type":1,"symbols_score_info":{"MRVU":0.6,"LITG":0.6,"MVLL":0.6,"MRVL":2,"LITU":0.6,"MRVX":0.6,"LITE":2,"LITZ":0.6,"LITC":0.6,"LITX":0.6}},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}