$MRVL · InvestAnswers · 2026-11-08
MRVL 仍可持有且具上行空间：在 Lumentum 合并前后经历“三重打击”、股价从约 300 美元跌至 141 美元后，说话者表示 200 美元的 2029 年 LEAPS 没问题，预计届时将复苏并掌握数据中心互联业务；华尔街 338 美元的一年期目标价意味着大幅上行空间，Jensen Wong 称 MRVL 是一家正在成形的万亿美元公司。他建议保持耐心，不要追高。
逐段跳播
Marvel与Nvidia相比，现在Marvel的价格比Nvidia有吸引力得多。但如果Nvidia跌到88美元，情况就正好相反了。
you know, Marvel versus Nvidia, the price of Marvel now is far more compelling than Nvidia. But if Nvidia fell to $88, the opposite would be true.
Nvidia 30%，Broadcom 64%，TSM 94%，Micron 57%，AMD 29%，Marvel 56%，ALAB 94%，ASML 115%，Google 61%，Tesla仅24.15%，Palanteer 188%。
Nvidia 30%, Broadcom 64%, TSM 94%, Micron 57%, AMD 29%, Marvel 56%, ALAB 94%, ASML 115%, Google 61%, Tesla just 24.15%, Palanteer 188%.
Winston先生问了一个关于Marvel的问题，所以Marvel这笔交易我们大约在80美元、75到80美元买入的，如果我没记错的话，那是今年早些时候，它一度涨到接近300，现在又跌回来了。
Sir Winston had a question regarding Marvel so Marvel trade we got into around 80 bucks 75 80 bucks if I recall that was earlier this year it shot up to nearly 300 and it's fallen back down now.
问题在于时机，它们遭受了重创，就是我所说的所谓三重打击，因为就在此前它们宣布与一家叫Lmentum的公司合并。所以Marvel跌到了141。我们的成本是180，现在141。顺便看看Marvel几天前是什么价。
Marvel三周前是300美元，现在是141。大幅缩水。历史最高点，Marvel是330。华尔街对Marvel未来一年的目标价是338。所以上行空间很大。
It's the timing of like they got hit really hard with the the so-called triple whammy as I call it because of they announced a merger right before it of a company called Lmentum.
So Marvel's down 141. We're in at 180 141. Marvel, by the way, let's see what it was at just a couple of days ago. Marvel was at $300 3 weeks ago. Now it's 141. Massive haircut.
Alltime high. Marvel is 330. The Wall Street target a year out from now for Marvel is 338. So there's a ton of upside.
如果我没记错，你的问题是2029年到期的200美元LEAPS还行不行？我会说你没问题。如果能有个更低的执行价、更接近平值会更好，但到那时世界会大不一样，一切都会恢复，这些都会被遗忘。
到那时它们很可能已经获得了动能，然后它们将从连接性的角度拥有数据中心。
Your question, if I recall, was are the $200 leaps for 2029 still good? I would say you're fine. It would be nice to have a lower strike like something closer to the money, but the world will be very different then and everything will be recovered and those will all be forgotten.
They probably will have acquired momentum by that time and then they will own the data center from a connectivity perspective.
还要记住，Jensen Wong说过Marvel是一家正在成长为万亿美元的公司。我们来看看Marvel现在的市值，因为我知道它还不是。它曾经是2000亿，现在是1200亿。所以它大幅缩水，严重缩水。因此，耐心持有。我认为我们会没事的。
And remember as well Jensen Wong said Marvel is a trillion dollar company in the making. Let's check on the market cap of Marvel right now because I know it's not. It used to be 200 billion now it's 120 billion.
So, it took a huge haircut, massive haircut. So, with that, um, hang tight. I think we'll be fine.
但同样，这里另一个关键教训是不要追高，要换仓。当东西从85涨到200再到250时，不要在顶部买入。等待均值回归。投资中你能做的最重要的事情之一就是耐心。一切都会落入你的陷阱。只要耐心。不要急着冲进去。手头也要留些现金。
Um, but again, this is also the other key lesson here is don't chase, replace. When things go from 85 to 200 to 250, don't buy the top. Wait for mean reversion. And one of the things, one of the most important things you can ever do in investing is be patient.
Everything will fall into your trap. Just be patient. Don't don't rush in. Keep cash on hand as well.
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