MRVL
Marvell Technology, Inc. · Technology · Semiconductors
$196.40
-10.05% 今日 · -14.05% 1W
10月30日 收盤或最新價
盤後 $197.91 +0.77% ·
解讀走勢分析10月30日 交易日
Down on Lumentum acquisition talks
- MRVL 最新交易日 −10.05%，SPY −1.77%：個股自身走勢 −8.3 個百分點。
- 新聞：fool.com reports Marvell fell on reported talks to buy optics supplier Lumentum, while semiconductor peers also slid; the talks are not confirmed. (fool.com)
- AI 晶片與網通族群 -8.1%（相對 SPY -6.3 個百分點；ALAB -10.9%，AMD -10.9%，CRDO -8.7%，ANET -8.3%）：個股與同業同步。
- 後續表現，大跌（當日 -10.1%（門檻 -4.8%））：過去 5 年 MRVL 共 65 次大跌，一天後上漲 41 次（共 65 次）；中間一半的結果落在 -2.3% 到 +3.2% 之間。這是歷史，不是預測。
- 過去 24 小時 Reddit 提及 3 次，本週 72% 為正面。
- 過去 30 天有 3 筆內線或國會議員交易，其中包括1 筆內線 10b5-1 計畫外的賣出。
- 大盤背景（週四）： Advance GDP q/q 3.4%，預期 3.2% (偏強)；Core PCE Price Index m/m 0.3%，預期 0.3% (符合預期)；S&P 期貨 +0.03%，10 年期殖利率 -2 個基點（公布後 30 分鐘內）。
- 交易活動：成交量為 20 日均量的 2.0 倍。
由 Wallsti 自身的訊號，以及 AI（Claude）解讀的當日新聞與申報文件整理而成；AI 可能誤讀，所以附上來源連結。
收盤後休市中 · 開盤
- 盤後：$197.91，較 10月30日 收盤 +0.77%，最後成交 .
- 指數期貨： 道瓊 +0.04%, S&P -0.03%, 那斯達克 -0.04%, 羅素 +0.01%.
- 收盤後有 6+ 則新聞，標示在新聞標題中。
休市期間顯示。正常交易時段外成交稀少，價格常在開盤後改變（Yahoo 財經，有延遲）。
交易活動與部位
- 成交量
- 2.0× 為 20 日均量10月30日 交易日
- 空單
- 占流通股 3.3% · -22% 較前次報告 · 回補天數 1.2 天 截至 10月15日
- 選擇權成交量
- 買權 82,580 · 賣權 77,062 (賣買權比 0.93)10月30日；累積 10 個交易日後才有平均值
- 隱含波動率
- 81% (+9.0 個百分點) 價平，11月6日 到期
- 選擇權隱含波動幅度
- ±9.0% 至 11月6日
連動
AI chips & networking -8.1% 相對 SPY -6.3 個百分點 同步連動
Semiconductors -7.7% 相對 SPY -6.0 個百分點 · SMH -7.0%
新聞標題
- Wall Street Is Getting More Interested in Credo. Here’s My Price Prediction
- Lumentum Jumped on Reports Marvell Is in Late-Stage Talks to Acquire the Company. LITE Stock Is a Buy No Matter What.
- Prediction: This Under-the-Radar AI Stock Could Have a Big 2030 Ahead
- Piper Sandler’s $400 Target Says Marvell’s Selloff Went Too Far
- Marvell Sinks 14% in a Week on Lumentum Talks: Chipmakers Like It “Don’t Have a Choice”
- Coherent Stock Fell 11% as Intel and Amazon Earnings Hit AI Hardware Stocks. Here’s Where the Stock Could Go
- 8 Months Ago, A Major Wall Street Bank Said Buy Marvell. It’s Up More Than 150%. Here’s Where We See the Stock Going
- Marvell may buy its own laser supplier as investors pull back
- 2 semiconductor stocks to keep an eye on and 1 we question
- Applied Optoelectronics Plunges 15%, Coherent Tumbles 13% as Hyperscaler Spending Fears Hit AI Optics Stocks; Lumentum and Marvell Sink 10%
- Stock Market Today, Oct. 29: Marvell Falls on Lumentum Acquisition Talks
- Marvell shares slide on reported Lumentum deal talks
AI chips & networking · 題材新聞
Semiconductors · 題材新聞
- Direxion Semiconductor Bull 3X ETF upgraded to buy, expecting AI chip stocks rally by year-end.
- The semiconductor ETF SOXX just fell into its own bear market
- Nasdaq Futures Rise After Chip Selloff While S&P 500, Dow Track Mixed Open: SLV, GLD, SOXL, BE In Focus
- SK hynix's Solidigm Is Mulling a $45 Billion Chip Plant Investment. What This Means for SKHY Stock.
- US Stocks Close: Dow Rises 500 Points, Philadelphia Semiconductor Index Falls Over 4%; Memory, Optical Communication Stocks Extend Losses, Software Stocks Rebound; Apple Hits $5 Trillion Market Cap, SanDisk Falls Below $1,100 Mark
- Broadcom And 2 AI Chip Stocks To Watch
- Intel stock plunges 30% as weak PC demand and AI costs trigger global chip selloff
- Chip Stocks Slide as Samsung Profit Misses and Big Tech Trims AI Spending Plans
- Anthropic IPO Filing Ignites Rally; Chip Stocks Lead U.S. Rebound as TSMC ADR Climbs
每小時從 Yahoo 財經（個股）與 Google 新聞（題材）抓取。✦ 表示 AI 解讀原因時引用的新聞。
基本資料
- 市值
- $176.5B
- 法人持股
- 82.1%
- 52 週區間
- 70.69–329.88
- 分析師平均目標價
- $340.56
- 下次財報
- 12月1日 預估
- 預估本益比
- 26.8
近期事件
新聞（AI 解讀） ▼
fool.com reports Marvell fell on reported talks to buy optics supplier Lumentum, while semiconductor peers also slid; the talks are not confirmed. · fool.com新聞（AI 解讀） ▼
Proactive Investors reported Marvell shares fell 12% after reports it was in advanced talks to acquire optics maker Lumentum, while peer chip stocks fell far less. · proactiveinvestors.com新聞（AI 解讀） ▲
Bloomberg reported Marvell in advanced talks to acquire optical supplier Lumentum, per stocktwits.com.SEC 申報
8-K: material agreement (item 1.01) · 申報文件內線 ▼
Sandeep Bharathi (President, Data Center Group) sold 3,685 shares ($865.9K) under a pre-arranged 10b5-1 plan 10b5-1 計畫 · 申報文件內線
Matthew J Murphy (Chairman of the Board and CEO, Director) had 11,320 shares ($2.7M) withheld to pay taxes on vesting stock 代扣稅款 · 申報文件內線 ▼
Matthew J Murphy (Chairman of the Board and CEO, Director) sold 7,500 shares ($1.8M) under a pre-arranged 10b5-1 plan 10b5-1 計畫 · 申報文件內線
Mark Casper (EVP & Chief Legal Officer) had 2,167 shares ($522.8K) withheld to pay taxes on vesting stock 代扣稅款 · 申報文件內線
Sandeep Bharathi (President, Data Center Group) had 5,893 shares ($1.4M) withheld to pay taxes on vesting stock 代扣稅款 · 申報文件內線
Chris Koopmans (President and COO) had 5,406 shares ($1.3M) withheld to pay taxes on vesting stock 代扣稅款 · 申報文件內線
Justin Scarpulla (SVP, Chief Accounting Officer) had 253 shares ($61.0K) withheld to pay taxes on vesting stock 代扣稅款 · 申報文件新聞（AI 解讀） ▼
AI chips & networking group declined 3.45% with no headline explaining coordinated move.