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$MRVL

BULLISH2026-05-04
Price around the call
↑ 2026-05-04
By horizon✓ hit+82.9%
1d
✓ +0.6%
5d
✗ -4.5%
21d
✓ +82.9%
Original post
川沐|Trumoo🐮 · 2026-05-04

$LWLG 这家公司比较有意思地方是 $mrvl 最近收购的Polariton 是 $LWLG 的核心合作伙伴,其主打产品“等离激元(Plasmonic)调制器”正是基于 $LWLG 的 Perkinamine电光聚合物 材料开发的。 $Mrvl 收购 Polariton 后,相当于将 $LWLG 的材料应用方案“间接收入囊中”。 $LWLG 作为底层的材料供应商,其聚合物技术现在成为了 Marvell 迈向 3.2T 及更高带宽 光互联路线图的关键拼图。 $LWLG 真正有业绩估计也跟 $MRVL 一样, 要到今年年底爆发了。

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