报道称芯片厂商 Marvell 与光器件厂商 Lumentum 正在洽谈交易，两家股价异动

据 10 月 29 日市场报道，芯片厂商 Marvell（迈威尔科技）与光器件厂商 Lumentum（鲁门特姆）正在洽谈一项交易，消息传出后两家公司股价出现明显异动，成为当日半导体板块的焦点之一。目前双方均未证实交易，交易结构与价格也未公开，后续以两家公司的正式公告为准。Marvell 是数据中心与网络芯片的重要供应商，Lumentum 则以光通信器件见长，两家公司同处人工智能数据中心供应链，市场因此对这则传闻格外敏感。需要提醒投资者的是，这类并购传闻在正式公告前存在较大不确定性，股价异动也可能随澄清或否认迅速逆转。

关联：跟进：Marvell 敲定全股票收购 Lumentum，企业价值约 1,150 亿美元

Reports Say Chipmaker Marvell and Optical-Device Maker Lumentum Are in Deal Talks; Both Stocks Move Sharply, Neither Company Confirms

Chip designer Marvell Technology and optical-components maker Lumentum are in talks about a transaction, according to market reports on October 29, and shares of both companies moved sharply on the news, making the pair a focus of the semiconductor sector that day. Neither company has confirmed the talks, and the structure and price of any deal have not been disclosed; any further development awaits formal announcements from the two companies.

Marvell is a major supplier of data-center and networking chips, while Lumentum is known for optical communications components; both sit in the AI data-center supply chain, which is why the market reacted so strongly to the rumor. Investors should note that merger reports of this kind carry significant uncertainty before any official announcement, and share-price moves can reverse quickly on a clarification or denial.

(Source: Investopedia's premarket report on October 29, summarizing the deal reporting.)

Related: Follow-Up: Marvell Seals All-Stock Acquisition of Lumentum at an Implied $115 Billion Enterprise Value

发布：GSM·美国（发布链接）

图片来源：图：AI数据中心光互连示意。King of Hearts 摄，CC BY-SA 3.0，经 Wikimedia Commons。 / Optical interconnects in an AI data center (illustrative). Photo by King of Hearts, CC BY-SA 3.0, via Wikimedia Commons.

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商品期货交易委员会：个股永续期货今起可在受监管交易所开始交易2026-11-03跟进：Marvell 敲定全股票收购 Lumentum，企业价值约 1,150 亿美元2026-11-03

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