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crypto帮主
#Marvell据报洽购Lumentum，瞄准AI光通信市场
帮主有话说
Marvell传出要收购光通信巨头Lumentum，最快下周宣布。Lumentum市值约830亿美元，Marvell现金储备只有39亿。这笔潜在收购面临极大的融资缺口。
盘面反应很真实，今天MRVL跌3.39%，LITE跌7.52%。
我认为这就是一场典型的“蛇吞象”豪赌。业务逻辑上，双方覆盖AI定制芯片和高速光互连，整合能强化供应链。但资本层面压力太大了。现金不够，必然要大规模发债或增发，这就直接稀释了Marvell股东的权益
评论区点得有意思，消息一出Lumentum盘后一度涨17%，Marvell跌7%。市场觉得Lumentum卖了个好价钱，但极度怀疑Marvell消化不良。在当前高利率和科技股杀估值的大环境下，花大价钱做并购，资金是不买账的
对加密是间接影响。科技巨头这种高杠杆并购如果遇阻，会加剧行业对资本开支和融资环境的担忧，风险偏好收缩，大饼也承压
大饼昨晚跌破8万下探78763，现在还在8万下方磨。看能不能重新站回8万，站不住继续看更深回调。上方压力84000到85000。$BTC
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