$MRVL · Verified Investing · 2026-11-02
假设 MRVL 以 1150 亿美元收购一个估值约 750 亿美元的标的；说话者不明白 MRVL 为何不涨，部分归因于利润，推测存在高额债务和可能的股票发行，称发股对 MRVL 股东毫无道理，并质疑每一股被稀释的 MRVL 股票的真实价值。
逐段跳播
市场推测Lumantum将被Marvel（MRVL）收购。你可以看到该股今天走低，因为他们今早也公布了财报。但同样，这里有趣的地方在于——我还在试着相应分析——Marvel将以1150亿美元收购Lumantum，但Lumantum目前的市值约为750亿美元。
那为什么价格不涨？部分原因在于利润。另外，我这是在推测，所以要明白这个消息还在发酵，我正在努力弄清楚到底是怎么回事。他们还推测这会涉及大量债务。现在他们在谈论发行股票，但这对Marvel股东来说完全说不通。
那么，如果他们这么做，Marvel股票每一股稀释后的真实价值是多少？
It is assumed that Lumantum will be acquired by Marvel (MRVL). You can see that the stock is low today as they also announced their earnings this morning. But again, what is interesting here, and I am still trying to analyze it accordingly, is that Marvel will buy Lumantum for $115 billion, but Lumantum is currently trading at a market value of about $75 billion.
So why isn't the price rising? Well, that's partly due to profits. On another note, and I'm speculating here, so understand that this news is still emerging and I'm trying to figure out exactly what's going on.
They also speculate that it will involve a lot of debt. Now they are talking about issuing shares, but that makes absolutely no sense to Marvel shareholders. So, if they do that, what is the true value of each diluted share of Marvel stock?
这个频道对 $MRVL 的历次判断
Verified Investing 在这只股票上共 12 条判断，这里只列相邻的几条。