<p>作者：Christine Ji</p>
<p>在公司披露芯片制造商 Marvell 将退出一项关键的人工智能合作关系后，投资者纷纷抛售 Poet 的股票。</p>
<p>上周，Poet Technologies 的股票曾达到 15.50 美元的多年高点，但周一的披露引发了创纪录的抛售。</p>
<p>在上周的迅猛上涨后，Poet Technologies 的股票在周一几乎同样迅速下跌，此前公司披露取消了几项采购订单。</p>
<p>在 Marvell Technology（MRVL）取消了 Poet 与 Celestial AI 之间所有采购订单的消息传出后，Poet（POET）的股票下跌超过 48%。Marvell 最近收购了 Celestial AI，并于 4 月 23 日发出了书面取消通知，称 Poet 涉嫌违反保密协议。</p>
<p>Poet 的一位发言人将 MarketWatch 引导至宣布取消的新闻稿，新闻稿中指出，公司 “仍然专注于执行其战略优先事项，并推动人工智能和光网络市场的产品开发，以满足日益增长的需求。”</p>
<p>新闻稿还确认，Poet 仍致力于满足其他客户的产品交付，包括最近披露的一项价值约 500 万美元的采购订单。</p>
<p>阅读：Poet Technologies 的股票正在飙升。是什么推动了该公司有争议的人工智能驱动的增长。</p>
<p>Poet 生产用于将光激光器连接到微型光纤电缆的光学中介器。随着数据中心越来越多地使用光学解决方案，投资者，尤其是散户交易者，纷纷买入该股票，视其为人工智能的投资机会。</p>
<p>上周，股票交易价格曾高达 15.50 美元，此前 Poet 首席财务官 Tom Mika 在周二确认了来自 Marvell 的订单。Mika 还表示，公司正在等待来自现有客户富士康（TW:2317）和立讯精密（CN:002475）的订单更新。</p>
<p>根据道琼斯市场数据，今天的下跌是自 2011 年以来 Poet 股票的最大单日跌幅。</p>
<p>取消订单的公告引发了该股票散户粉丝群体的愤怒，许多人在 Reddit 上发帖表达对 Poet 管理层的不满。一些投资者对公司在周四就已知晓取消信息却直到周一才披露感到不满。该股票在周五上涨了 29%。</p>
<p>“我完全退出，” 一位用户在 r/POETTechnologies 的帖子中写道。“治理问题。将取消信息保留几天，首席财务官愚蠢地违反了保密协议。”</p>
<p>Marvell 订单的取消是该公司的最新争议。本月早些时候，Wolfpack Research 发布了一份做空报告，指控 Poet 支付影响者以推广股票，反复改变商业模式，并因符合被动外国投资公司（PFIC）的资格而对美国投资者触发税收处罚——PFIC 是指大部分收入为被动收入的外国公司。</p>
<p>对此，POET 表示不认为自己是 PFIC，但将把总部从加拿大迁至美国，以避免任何潜在的复杂情况。</p>
<p>-Christine Ji</p>
<p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
<p>（完）道琼斯新闻通讯</p>
<p>04-27-26 1436ET</p>

POET

迈威尔科技

2 倍做多 MRVL ETF - GraniteShares

<p>Poet Technologies 的股票在公司宣布 Marvell Technology 因涉嫌违反保密协议取消所有采购订单后暴跌近 50%。该股票在上周曾达到 15.50 美元的高点，但公告引发了创纪录的抛售。投资者对取消订单的延迟披露表示愤怒，导致社交媒体上出现了大量反对声音。尽管围绕其治理和商业实践存在争议，公司仍专注于其战略优先事项和履行其他客户订单</p>

<p>By Christine Ji</p>
<div class="lb-trans"><p>作者：Christine Ji</p>
</div><p>Investors are dumping the Poet shares after the company disclosed that chip maker Marvell is walking away from a key AI partnership</p>
<div class="lb-trans"><p>在公司披露芯片制造商 Marvell 将退出一项关键的人工智能合作关系后，投资者纷纷抛售 Poet 的股票。</p>
</div><p>Poet Technologies shares hit a multiyear high of $15.50 last week before Monday's disclosure triggered a record-breaking selloff.</p>
<div class="lb-trans"><p>上周，Poet Technologies 的股票曾达到 15.50 美元的多年高点，但周一的披露引发了创纪录的抛售。</p>
</div><p>After a meteoric rise last week, shares of Poet Technologies plummeted almost as quickly on Monday after the company disclosed cancellations of several purchase orders.</p>
<div class="lb-trans"><p>在上周的迅猛上涨后，Poet Technologies 的股票在周一几乎同样迅速下跌，此前公司披露取消了几项采购订单。</p>
</div><p>Shares of Poet (POET) fell more than 48% on the news that Marvell Technology (MRVL) had canceled all purchase orders between Poet and Celestial AI. Marvell, which recently acquired Celestial AI, delivered the written notice of cancellation on April 23, citing alleged breaches of confidentiality by Poet.</p>
<div class="lb-trans"><p>在 Marvell Technology（MRVL）取消了 Poet 与 Celestial AI 之间所有采购订单的消息传出后，Poet（POET）的股票下跌超过 48%。Marvell 最近收购了 Celestial AI，并于 4 月 23 日发出了书面取消通知，称 Poet 涉嫌违反保密协议。</p>
</div><p>A Poet spokesperson directed MarketWatch to the press release announcing the cancellation, which stated that the company &#34;remains focused on executing its strategic priorities and advancing product development within the AI and optical-networking markets to meet increasing demand.&#34;</p>
<div class="lb-trans"><p>Poet 的一位发言人将 MarketWatch 引导至宣布取消的新闻稿，新闻稿中指出，公司 “仍然专注于执行其战略优先事项，并推动人工智能和光网络市场的产品开发，以满足日益增长的需求。”</p>
</div><p>The press release also confirmed that Poet remains committed to fulfilling product deliveries for other customers, including another recently disclosed purchase order with a customer valued at approximately $5 million.</p>
<div class="lb-trans"><p>新闻稿还确认，Poet 仍致力于满足其他客户的产品交付，包括最近披露的一项价值约 500 万美元的采购订单。</p>
</div><p>Read: Poet Technologies' stock is rocketing. What's behind the company's controversial AI-powered rise.</p>
<div class="lb-trans"><p>阅读：Poet Technologies 的股票正在飙升。是什么推动了该公司有争议的人工智能驱动的增长。</p>
</div><p>Poet produces optical interposers that are used to connect optical lasers to microscopic fiber-optic cables. With data centers increasingly using optical solutions, investors - especially retail traders - had bought into the stock as an artificial-intelligence play.</p>
<div class="lb-trans"><p>Poet 生产用于将光激光器连接到微型光纤电缆的光学中介器。随着数据中心越来越多地使用光学解决方案，投资者，尤其是散户交易者，纷纷买入该股票，视其为人工智能的投资机会。</p>
</div><p>Last week, the stock traded as high as $15.50 after Poet CFO Tom Mika confirmed an order from Marvell on Tuesday. Mika had also shared that the company was waiting on updates on orders from existing customers Foxconn (TW:2317) and Luxshare (CN:002475).</p>
<div class="lb-trans"><p>上周，股票交易价格曾高达 15.50 美元，此前 Poet 首席财务官 Tom Mika 在周二确认了来自 Marvell 的订单。Mika 还表示，公司正在等待来自现有客户富士康（TW:2317）和立讯精密（CN:002475）的订单更新。</p>
</div><p>Today's decline is the largest on record for Poet shares based on available data going back to 2011, according to Dow Jones Market Data.</p>
<div class="lb-trans"><p>根据道琼斯市场数据，今天的下跌是自 2011 年以来 Poet 股票的最大单日跌幅。</p>
</div><p>The announcement of the cancelled order was met with outrage from the stock's retail fan base, with many taking to Reddit to air out grievances with Poet management. Some investors were upset that the company knew about the cancellation on Thursday but didn't disclose it until Monday. The stock rallied 29% on Friday.</p>
<div class="lb-trans"><p>取消订单的公告引发了该股票散户粉丝群体的愤怒，许多人在 Reddit 上发帖表达对 Poet 管理层的不满。一些投资者对公司在周四就已知晓取消信息却直到周一才披露感到不满。该股票在周五上涨了 29%。</p>
</div><p>&#34;I'm out completely,&#34; one user wrote in a post on the subreddit r/POETTechnologies. &#34;Governance issues. Keeping the cancellation to themselves for several days, CFO being an idiot and breaching NDA.&#34;</p>
<div class="lb-trans"><p>“我完全退出，” 一位用户在 r/POETTechnologies 的帖子中写道。“治理问题。将取消信息保留几天，首席财务官愚蠢地违反了保密协议。”</p>
</div><p>The Marvell order cancellation is the latest controversy for the company. Earlier this month, Wolfpack Research released a short-seller report on the company accusing Poet of paying influencers to promote the stock, repeatedly pivoting its business model and triggering tax penalties for U.S. investors by qualifying as a passive foreign investment company, or PFIC - a foreign company for which a large share of the income is passive.</p>
<div class="lb-trans"><p>Marvell 订单的取消是该公司的最新争议。本月早些时候，Wolfpack Research 发布了一份做空报告，指控 Poet 支付影响者以推广股票，反复改变商业模式，并因符合被动外国投资公司（PFIC）的资格而对美国投资者触发税收处罚——PFIC 是指大部分收入为被动收入的外国公司。</p>
</div><p>In response, POET shared that it did not believe it was a PFIC, but would be moving its headquarters to the U.S. from Canada to avoid any potential complications.</p>
<div class="lb-trans"><p>对此，POET 表示不认为自己是 PFIC，但将把总部从加拿大迁至美国，以避免任何潜在的复杂情况。</p>
</div><p>-Christine Ji</p>
<div class="lb-trans"><p>-Christine Ji</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>04-27-26 1436ET</p>
<div class="lb-trans"><p>04-27-26 1436ET</p>
</div>

由于与迈威尔科技的关系恶化，POET Tech 的股票暴跌近 50%，创下历史最大跌幅