[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio1a33dfa0":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio1a33dfa0","迈威尔科技(MRVL)1150-亿美元收购落定，Lumentum(LITE)提前公布业绩：Q1业绩超预期，下季指引强劲","\u002Fdoc\u002Fdcio1a33dfa0","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，因同日官宣被迈威尔科技(MRVL)收购，光通信器件制造商 Lumentum(LITE)将原定 11 月 5 日盘后发布的 2027 财年第一季度财报提前至 11 月 2 日美股盘前公布。财报显示，该季度营收 12.63 亿美元，同比大增 136.5%，略高于市场预期的约 12.5 亿美元；非 GAAP 摊薄每股收益 4.57 美元，高于预期的约 4.2 美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>非 GAAP 毛利率 53.2%，非 GAAP 营业利润率 42.3%;GAAP 净利润 3.60 亿美元，上年同期仅 420 万美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分产品看，组件业务收入 7.54 亿美元，同比增长 98.9%;系统业务收入 5.08 亿美元，同比增长 228.8%。首席执行官迈克尔·赫尔斯顿表示，泵浦激光器和光路交换(OCS)是当季最大增长动力;公司已获得第二笔大型 NPO\u002FCPO(近封装\u002F共封装光学)订单，相关采购承诺超过 50 亿美元，OCS 需求可见性近月显著扩大，有望成为每年数十亿美元级的收入来源。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>公司预计第二财季营收 15.75 亿至 16.25 亿美元，环比再增约 3.5 亿美元；非 GAAP 营业利润率 45% 至 46%;非 GAAP 每股收益 5.90 至 6.20 美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>同日，迈威尔科技(MRVL)宣布以全股票交易方式收购 LumentumLumentum 股东每股可获 4.5 股迈威尔普通股，折合每股约 1132 美元，较 10 月 28 日未受收购传闻影响的收盘价溢价约 23.9%，交易隐含企业价值约 1150 亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>按股权价值计算，这是今年规模最大的并购交易，也是全球科技行业有史以来最大的并购(不计 SpaceX 与 xAI 的合并)。Lumentum 的激光器与光学技术用于在数据中心之间高速传输海量数据，是 AI 基础设施的底层支撑；迈威尔此前已从其采购激光技术，并于今年早些时候收购光子技术公司 Celestial AI。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>英伟达(NVDA)今年 3 月还曾向 Lumentum 投资 20 亿美元入股并开展光子技术合作。迈威尔同时与亚马逊(AMZN)云业务、微软(MSFT)合作开发定制 AI 芯片，8 月又与谷歌达成 TPU 芯片协议。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>数据显示，截至 10 月 30 日收盘，Lumentum 股价报 840.70 美元，年内累计上涨 128%，市值约 760 亿美元；迈威尔年内上涨 131%，市值 1722 亿美元。本次交易预计 2028 年上半年完成，合并后公司目标市场规模预计扩大至 5500 亿美元，每年有望实现超 10 亿美元成本协同效应，迈威尔董事长兼首席执行官马特·墨菲将执掌合并后公司。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]