BTC $77,353.48 -0.81%
ETH $2,267.13 +0.10%
BNB $701.95 -1.27%
XRP $1.25 +0.02%
SOL $93.04 -1.65%
TRX $0.3189 +1.89%
DOGE $0.0748 -0.97%
ADA $0.1898 -1.47%
BCH $274.32 -3.11%
LINK $11.16 -3.32%
HYPE $84.25 -4.15%
AAVE $129.55 -4.60%
SUI $0.8817 -2.02%
XLM $0.1668 -0.77%
ZEC $1,221.67 -0.83%
AAPL $338.62 -1.77%
AMZN $251.50 +4.17%
GOOGL $283.01 -0.38%
MSFT $522.16 -0.54%
META $611.54 -0.68%
NVDA $206.84 +0.72%
TSLA $411.62 +2.87%
SNDK $1,124.24 -3.88%
INTC $62.87 -4.90%
SPCX $140.41 +1.79%
MU $857.77 -5.20%
AMD $488.84 -4.68%
BTC $77,353.48 -0.81%
ETH $2,267.13 +0.10%
BNB $701.95 -1.27%
XRP $1.25 +0.02%
SOL $93.04 -1.65%
TRX $0.3189 +1.89%
DOGE $0.0748 -0.97%
ADA $0.1898 -1.47%
BCH $274.32 -3.11%
LINK $11.16 -3.32%
HYPE $84.25 -4.15%
AAVE $129.55 -4.60%
SUI $0.8817 -2.02%
XLM $0.1668 -0.77%
ZEC $1,221.67 -0.83%
AAPL $338.62 -1.77%
AMZN $251.50 +4.17%
GOOGL $283.01 -0.38%
MSFT $522.16 -0.54%
META $611.54 -0.68%
NVDA $206.84 +0.72%
TSLA $411.62 +2.87%
SNDK $1,124.24 -3.88%
INTC $62.87 -4.90%
SPCX $140.41 +1.79%
MU $857.77 -5.20%
AMD $488.84 -4.68%

분석가: Lumentum 경영진은 시장이 2년에서 3년 내에 붕괴될 것이라고 생각할 수 있다

2026-11-02 22:56:24

Citrini 분석가 Jukan은 소셜 플랫폼에서 "Marvell의 Lumentum 인수" 사건에 대해 언급하며, Lumentum 경영진이 이 거래를 수용한 유일한 이유는 현재 AI 발전 주기에 대한 신뢰가 부족하기 때문이라고 말했습니다. 그들은 시장이 2~3년 내에 붕괴할 것이라고 생각합니다.

app_icon
ChainCatcher Building the Web3 world with innovations.