Shared opinion image
LITE: latest views from 6 influencers, as of Nov 2, 2026
- Opinions
- 6
- Influencers
- 6
- Stock calls
- 6
- Bullish / bearish
- 5 / 1
Opinions in this image
More shared images原本在光通信赛道中,我最看好LITE,但现在不是了,因为LITE变成了4.5倍做多MRVL。
$LITE standalone would likely be up on earnings after their new $5B CPO/NPO announcement (separate from $NVDA). The $MRVL deal is extremely positive for Marvell strategically.
Lite股东将转化成4.5股mrvl普通股,溢价约23.9%,理论上对LITE是极大的利好。LITE本身是光里面的龙头,合并后极有可能产生1+1>2的效果。
我說這個還是留一點多倉,如果重新回到889.8這個牛熊分界線,我會繼續補倉上去。

