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A practical guide to nonlinear MOSFET output capacitance in hard- and soft-switched converters.
英文原版： US Market Daily Nov 2, 2026 (EN)
中文版： 2026-11-02 美股日报（中文）
Marvell以全股票交易收购Lumentum，Lumentum企业价值1150亿美元（股权价值约1025亿美元）。 每股LITE换4.5股MRVL，合并后Marvell股东约占67%，预计2028年上半年交割。CEO Matt Murphy称光互联是“世代仅有一次”的架构迁移。
Marvell agreed to buy Lumentum in an all-stock deal with an implied $115B enterprise value (~$102.5B equity). LITE holders get 4.5 MRVL shares each; Marvell holders would own ~67%; close targeted H1…
欧易排第几，需要结合榜单名称、统计指标和取数日期理解。按核对顺序解释成交量、储备资产、用户规模与综合评分，并说明 OKEx 旧名称、费率和服务范围如何影响信息比较。
核心判断： AI交易已从"为增长付费"切换到"拿现金说话"——买轮动，别抄底巨型科技股。
The call: The AI trade just flipped from "pay for growth" to "show me cash" — buy the rotation, not the dip in mega-cap tech.
结论：不要接英特尔的飞刀。在 $52–58 观察，$65 不是买点。
The call: Do NOT catch Intel's falling knife. WATCH at $52–58, not a buy at $65.
← English original 英文原版
The call: Selective dip-buy on the Alphabet washout — GOOGL closed at $283.82, down 12.6%, squarely inside our $280–295 scale-buy zone (SPEC-GOOGL-1029).
Alphabet交出近四年首次营收利润双miss，自由现金流烧掉90.7亿美元，还告诉你2027年资本开支还要“显著增加”。股价单日暴跌11.7%至286.84美元，几乎锁定美股史上最大单日市值蒸发。我的判断：搜索的担忧是真实的，但市场把翻倍的云+TPU+5600亿美元积压订单按零定价了。
Alphabet just posted its first top-and-bottom-line miss in nearly four years, burned $9.07B in free cash flow, and told you 2027 capex goes higher still. The stock fell 11.7% to $286.84 — on track…
理解欧易 C2C 中支付宝付款的适用范围，分清绑定方式、商家收款要求、实名一致与到账路径，避免把能转账误当成符合订单规则。
核心判断： 指数层面保持中性，等待周四 GDP + PCE 双重数据——收盘上涨但盘后分化（微软 +4%，谷歌 -10%）。
The call: Neutral on the index into Thursday's GDP + PCE double-print — the tape closed higher but after-hours split (MSFT +4%, GOOGL -10%).
核心判断——买入美光 (MU) $930–$975 · 目标 $1,180–$1,255（52周高点）· 证伪：日收盘跌破 $860 · 1–3个月 · 高投机、半仓，等闪迪10月29日财报 。
The call — BUY Micron (MU) $930–975 · Target $1,180–$1,255 (52-week high) · Invalidation: daily close below $860 · 1–3 months · SPECULATIVE-HIGH, half-size until SanDisk prints Oct 29 .
亲戚是公务员，不等于自动落入 PEP 家属范围。按职务层级、亲属关系、业务联系和卸任时间整理信息，再核对问卷适用的规则。
财报季最关键48小时前市场分化——科技收复失地，波音拖累道指。
A split market ahead of the biggest 48 hours of earnings season — tech reclaimed the tape while Boeing dragged the Dow.
核心观点：GOOGL $315–$322 买入，目标 $355–$365，证伪：日收盘跌破 $295。 周期2–4周。信心：SPECULATIVE-HIGH（投机性偏高）。
The call: BUY GOOGL $315–$322 into Oct 28, target $355–$365, invalidation daily close <$295. Timeframe 2–4 weeks. Conviction: SPECULATIVE-HIGH.