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Tema Photonics & Optical ETF

42.31

-2.7100-6.02%

盘后：43.401.09+2.58%19:50 EDT

成交量：19.02万

成交额：814.80万

市值：1.29亿

市盈率：- -

高：44.42

开：44.42

低：42.17

收：45.02

52周最高：50.82

52周最低：32.55

股本：306.00万

流通股本：306.00万

量比：0.78

换手率：6.22%

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：-64.97%

市净率：-0.27

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

Lumentum上季营收翻倍、本季指引大超预期，盘后一度涨超5%；CoreWeave积压订单达1040亿美元，盘后一度大涨16%｜全球科技早参

每日经济新闻

AI光通信需求强劲，Lumentum上季营收翻倍，本季指引更超预期，债务重组致超70亿巨亏

华尔街见闻

AI光通信强劲需求成增长引擎！Lumentum(LITE.US)Q4业绩、Q1指引双双超预期

Lumentum电话会：CEO称“超大功率激光器需求正远超产能”，“NPO机会完全是增量”

华尔街见闻

光通信厂商Lumentum第一季度业绩展望高于市场预期

每日经济新闻

受人工智能需求推动，Lumentum预测第一季度营收将表现强劲

鲁门特2026财年第四季度业绩：随着利润率扩大营收翻倍

TradingKey中文

Lumentum第四财季净营收10.1亿美元，分析师预期9.90亿美元，上年同期4.807亿美元。

Raymond James上调AAOI目标价至178美元

OpenLight联合Tower Semiconductor（TSEM）推出光子PDK

美股盘前：存储芯片股普涨，热门中概股下跌，京东跌超3%，阿里、百度跌超2%

一年翻三倍还算便宜？美银重磅看多高塔半导体(TSEM.US)：AI真正暴利的是“搬运数据”芯片

Lumentum（LITE）开盘大跌4.65% 财报前夕资金避险出逃

美股异动 | 光通信概念股盘初走强 Applied Optoelectronics(AAOI.US)涨超7%

Lumentum（LITE）盘前上涨3.68% 第四财季营收预期约为9.89亿美元

【美股盘前】芯片股、光通信股集体上涨，Lumentum涨超3%；苹果被曝正测试长鑫存储芯片；德银Q2增持美光科技，英伟达为第一大重仓股；索尼、台积电被曝拟投资1万亿日元，布局下一代图像传感器

每日经济新闻

“站在光里”的Lumentum业绩即将放榜! “做空存储、多光”交易再添一把火?

“站在光里”的Lumentum(LITE.US)业绩即将放榜! “做空存储、多光”交易再添一把火?

A股收评 | 沪指五连阳涨0.67% 超4000股飘红医药军工有色领涨

“新股神”：仍看多存储板块，市场焦点重新转向光子领域

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07:27","pubTimestamp":1786490826,"startTime":"0","endTime":"0","summary":"第四财季，Lumentum营收同比增109%、非GAAP口径ESP增267%至3.23美元，同口径毛利率略超50%，组件与系统业务营收均翻倍增长；非GAAP口径净利润同比增415%，但GAAP口径净亏损72亿美元、EPS为-84.65美元，源于一次性非现金债务清偿损失78亿美元。第一财季，营收指引中值同比增135%、较市场预期高8%，EPS中值282%、较预期高16%。盘后股价先跌超5%，转涨超5%后又曾转跌。","market":"us","thumbnail":"https://static.tigerbbs.com/8bc0d2da7f88b0404ecb8e133f17b5d8","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8bc0d2da7f88b0404ecb8e133f17b5d8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"72e3de9ba94345e5a6a76224eeec6cd3","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3779219","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"AI光通信需求强劲，Lumentum上季营收翻倍，本季指引更超预期，债务重组致超70亿巨亏","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2290526834.HKD","LU0106261612.USD","LU2294711713.HKD","LU0823414478.USD","LU0012050646.USD","LU0240878834.USD","LU1861215975.USD","LITE","LU0205194284.USD","LU2360107168.USD","LU0205193047.USD","BK4585","LU0289961442.SGD","LAZR","LU2249611893.SGD","BK4020","LU0289739343.SGD","LU2506951792.HKD","LU0240877869.USD","LU2357125470.USD","LU0823414551.USD","LU0511384066.AUD","EGGY","BK4588","LU0348723411.USD","LITX","LU1861220033.SGD","LU2543165471.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2658547941","title":"AI光通信强劲需求成增长引擎！Lumentum(LITE.US)Q4业绩、Q1指引双双超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2658547941","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658547941?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 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07:04","pubTimestamp":1786489459,"startTime":"0","endTime":"0","summary":"CEO Michael Hurlston强调，公司正处于AI驱动光互连革命的核心，非GAAP毛利率提前突破50%，\"差异化技术拥有绝对溢价，运营模型带来超乎寻常的杠杆效应\"。泵浦激光器\"现货售罄\"，未来数季度出货量将增至四倍；1.6T模块已量产，NPO机会\"完全是增量\"。","market":"us","thumbnail":"https://static.tigerbbs.com/072c31070edb0520a6f4d0ef597d7a25","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/072c31070edb0520a6f4d0ef597d7a25"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3779226","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2506951792.HKD","LU0205194284.USD","LITE","LU0511384066.AUD","LU2360107168.USD","LU0823414551.USD","IE0034390439.USD","LU1861220033.SGD","LYTE","BK4020","LUMA","LU0289739343.SGD","LU0205193047.USD","BK4588","LU0240878834.USD","LU0823414478.USD","EGGY","BK4585","BK4161","LU2357125470.USD","LU2543165471.USD","LU0240877869.USD","LU0348723411.USD","LU0289961442.SGD","IE00B19Z6F94.USD","LAZR","FOTO","LU0566484027.USD","LU1559883803.SGD","LU1861215975.USD","LU2290526834.HKD","LU2294711713.HKD","LU2065732104.USD","LITX","LU0012050646.USD","LU2249611893.SGD","LU0106261612.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2658946347","title":"光通信厂商Lumentum第一季度业绩展望高于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2658946347","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658946347?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 05:05","pubTimestamp":1786482346,"startTime":"0","endTime":"0","summary":"当地时间8月11日，Lumentum第四季度调整后每股收益为3.23美元，预估为2.97美元；第四季度净收入为10.1亿美元，去年同期4.807亿美元，预期为9.9亿美元；第四季度调整后毛利率为50.4%，预期为48.8%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608123838296385.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608123838296385.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0348723411.USD","LU0289739343.SGD","LU2360107168.USD","LU0823414551.USD","BK4020","LU2290526834.HKD","LU2357125470.USD","LU2543165471.USD","LITX","EGGY","BK4588","LU0240877869.USD","LITE","LU0511384066.AUD","LU0205193047.USD","LU0289961442.SGD","LU1861215975.USD","LU0012050646.USD","LU2506951792.HKD","LU2294711713.HKD","LU0823414478.USD","LU0240878834.USD","BK4585","LU1861220033.SGD","LU0106261612.USD","LU0205194284.USD","LAZR","LU2249611893.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658945167","title":"受人工智能需求推动，Lumentum预测第一季度营收将表现强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2658945167","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658945167?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 04:53","pubTimestamp":1786481633,"startTime":"0","endTime":"0","summary":"受人工智能需求推动，Lumentum预测第一季度营收将表现强劲路透8月11日-光子学产品制造商卢门图姆控股公司周二预测，受其对人工智能基础设施至关重要的光学部件需求强劲推动，公司第一季度营收将高于分析师预期，并超过第四季度的预期。Lumentum预计第一季度营收将在12.3亿至12.8亿美元之间，高于分析师预期的11.6亿美元。作为Lumentum最大业务板块的元器件业务，其第四季度营收较上年同期翻了一番，达到6.494亿美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260811:nL4T4481HC:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE","LU0511384066.AUD","LU2290526834.HKD","LU2543165471.USD","BK4020","LU2249611893.SGD","LU2360107168.USD","LAZR","LU0106261612.USD","LU0205193047.USD","LU2506951792.HKD","LU0012050646.USD","LU0240878834.USD","LU0823414478.USD","LU0289739343.SGD","LUMA","BK4585","BK4588","LU2294711713.HKD","LU2357125470.USD","LU1861215975.USD","EGGY","LU0289961442.SGD","LITX","LU0823414551.USD","LU0240877869.USD","LU1861220033.SGD","LU0205194284.USD","LU0348723411.USD","FOTO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658432059","title":"鲁门特2026财年第四季度业绩：随着利润率扩大营收翻倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2658432059","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658432059?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 04:23","pubTimestamp":1786479835,"startTime":"0","endTime":"0","summary":"Lumentum 2026财年第四季度营收达10.06亿美元，同比增长109.3%；Non-GAAP稀释每股收益从0.88美元增至3.23美元。GAAP毛利率扩大至47.4%，但一笔78亿美元的一次性非现金债务清偿损失导致GAAP净亏损达71.62亿美元，每股收益为-84.65美元。组件与系统业务营收均实现翻倍以上增长。2027财年第一季度业绩指引预计营收为12.25亿至12.75亿美元，Non-GAAP营业利润率为39.5%-40.5%，预示着业绩将保持环比持续扩张。","market":"nz","thumbnail":"https://resource.tradingkey.com/cdn/images/article/news/stock7.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cdn/images/article/news/stock7.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/earnings/262097114-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2290526834.HKD","LU1559883803.SGD","LU0106261612.USD","LU2294711713.HKD","NPO","LU0823414478.USD","LU0566484027.USD","LU0012050646.USD","LU0240878834.USD","LU1861215975.USD","LITE","UUP","LU0205194284.USD","OCS","LU2360107168.USD","FOTO","LU0205193047.USD","BK4215","BK4585","LU2065732104.USD","LU0289961442.SGD","IE0034390439.USD","LAZR","BK4228","LU2249611893.SGD","BK4007","ELS","BK4020","LU0289739343.SGD","LU2506951792.HKD","LU0240877869.USD","LU2357125470.USD","LU0823414551.USD","LU0511384066.AUD","LUMA","EGGY","UDN","BK4161","BK4588","LU0348723411.USD","LITX","LU1861220033.SGD","IE00B19Z6F94.USD","LU2543165471.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658094896","title":"Lumentum第四财季净营收10.1亿美元，分析师预期9.90亿美元，上年同期4.807亿美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2658094896","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658094896?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 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James上调AAOI目标价至178美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2658992003","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658992003?lang=zh_cn&edition=fundamental","pubTime":"2026-08-11 19:30","pubTimestamp":1786447809,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["UDN","AAOX","IE0031619046.USD","IE00B19Z4B17.USD","LAZR","UUP","BK4020","AAOI","XITK","IE00B66KJ199.SGD","IE00B7SZL793.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658921529","title":"OpenLight联合Tower Semiconductor（TSEM）推出光子PDK","url":"https://stock-news.laohu8.com/highlight/detail?id=2658921529","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658921529?lang=zh_cn&edition=fundamental","pubTime":"2026-08-11 19:04","pubTimestamp":1786446259,"startTime":"0","endTime":"0","summary":"金吾财讯 | OpenLight与Tower Semiconductor 共同对外发布一款光子工艺设计套件，该PDK适配Tower的PH18DA平台，并且已经完成与Cadence电子设计自动化工具的集成工作。OpenLight首席执行官Adam Carter博士针对本次产品发布作出表态，借助Cadence工具搭载这套PDK，客户能够在开发先进集成电路的同一套工作环境内完成光子集成电路的相关设计工作。技术产品迎来更新的背景之下，Tower Semiconductor在盘前交易时段股价小幅下跌幅度超过2%。OpenLight联合Tower Semi 推出光子PDK完成Cadence工具集成","market":"other","thumbnail":"https://static.szfiu.com/news/20250107/ZDBhOTg3YTMxNzM2MjM3OTI3ODI2.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZDBhOTg3YTMxNzM2MjM3OTI3ODI2.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303662","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2290526834.HKD","BK4141","LAZR","LUMA","LU1861215975.USD","TSEM","LU1861220033.SGD","IE0009354923.USD","LU2098885051.SGD","LU2360107168.USD","LU1303367103.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658996651","title":"美股盘前：存储芯片股普涨，热门中概股下跌，京东跌超3%，阿里、百度跌超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658996651","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658996651?lang=zh_cn&edition=fundamental","pubTime":"2026-08-11 17:15","pubTimestamp":1786439700,"startTime":"0","endTime":"0","summary":"8月11日美股盘前，道指期货跌0.11%，纳斯达克100指数期货跌0.05%，标普500指数期货跌0.06%。热门中概股盘前多数下跌，蔚来跌超4%，京东跌超3%，阿里巴巴、新东方、网易、百度集团跌超2%。光通信板块盘前集体下跌，Applied Optoelectronics（应用光电）跌超3%。存储芯片股盘前集体上涨，SK海力士涨0.89%。编辑丨瑜见","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/wm/2026-08-11/doc-inimxvui7449674.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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财报前夕资金避险出逃","url":"https://stock-news.laohu8.com/highlight/detail?id=2658393445","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658393445?lang=zh_cn&edition=fundamental","pubTime":"2026-08-10 21:52","pubTimestamp":1786369956,"startTime":"0","endTime":"0","summary":"金吾财讯 | Lumentum 开盘急剧下跌，最新为848.757美元，跌幅4.65%，成交总额为9亿美元。消息层面上，LumentumHoldings在即将公布财第四季度财报时，凭借对人工智能和云端组件的强劲需求，预计将实现显著增长。分析师预计业绩将非常出色，收入将同比翻一番，同时可能面临有利于美国供应商而非中国进口的监管调整。市场方面，FCC限制中国光学元件进口的提议可能增强Lumentum的竞争地位，推动股票兴趣，因为超大规模企业可能转向国内供应商。","market":"us","thumbnail":"https://static.szfiu.com/news/20250107/OGNjYWRkOTg0ZTNhODNlYjIwMzU4Nzc5OGE1MjIxNzAyOTY4ODU1OQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/OGNjYWRkOTg0ZTNhODNlYjIwMzU4Nzc5OGE1MjIxNzAyOTY4ODU1OQ==.png"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303629","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2543165471.USD","LU1861215975.USD","LU2290526834.HKD","LU0348723411.USD","LU2360107168.USD","FOTO","LU0823414478.USD","LU0205194284.USD","BK4020","LU2249611893.SGD","LU0012050646.USD","LU0106261612.USD","LU0511384066.AUD","LU0240877869.USD","EGGY","LUMA","LU0823414551.USD","LU2357125470.USD","LITE","LU2506951792.HKD","LU0205193047.USD","LU0289961442.SGD","LU0240878834.USD","LU2294711713.HKD","LU1861220033.SGD","LAZR","LU0289739343.SGD","BK4588","LITX","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658993465","title":"美股异动 | 光通信概念股盘初走强 Applied Optoelectronics(AAOI.US)涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658993465","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658993465?lang=zh_cn&edition=fundamental","pubTime":"2026-08-10 21:44","pubTimestamp":1786369461,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周一，光通信概念股盘初走强，Applied Optoelectronics涨超7%，迈威尔科技涨近5%，Credo Technology涨近4%，POET Technology涨近2%。消息面上，此前Applied Optoelectronics公布了强劲的2026年第二季度业绩。管理层表示，AI基础设施相关需求依然强劲。第三季度业绩指引则显示，公司预计营收和盈利将大幅提升。以 CPO、NPO 为核心的纵向集成光互联技术正式进入商业化落地周期，为行业打开全新增量市场，光互联在 AI 算力集群中的价值权重有望持续上行。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1478205.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LAZR","XITK","IE00B19Z4B17.USD","IE00B66KJ199.SGD","IE00B7SZL793.SGD","IE0031619046.USD","BK4020","LYTE","SIXG","LUMA","AAOX","FOTO","AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658898754","title":"Lumentum（LITE）盘前上涨3.68% 第四财季营收预期约为9.89亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2658898754","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658898754?lang=zh_cn&edition=fundamental","pubTime":"2026-08-10 18:03","pubTimestamp":1786356233,"startTime":"0","endTime":"0","summary":"金吾财讯 | Lumentum 盘前报922.950美元，上涨3.68%。消息层面，Lumentum将于美东时间8月11日美股盘后公布2026财年第四季度业绩。分析师们对于营收的一致预期约为9.89亿美元，意味着将较去年同期公布的数据大幅增长约105.65%。每股收益一致预期约为2.99美元，过去30天被分析师们上调了3美分，相比之下Lumentum去年同期每股收益仅仅为88美分。","market":"other","thumbnail":"https://static.szfiu.com/news/20250107/OWU4OGExOTI2NzgyMTc2NjE0.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/OWU4OGExOTI2NzgyMTc2NjE0.png"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303609","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0289739343.SGD","LU0823414478.USD","LU1861220033.SGD","LU2357125470.USD","LU0106261612.USD","LU0511384066.AUD","LU0205194284.USD","LU2360107168.USD","LU2249611893.SGD","LU1861215975.USD","LU2506951792.HKD","LU0012050646.USD","LU0240878834.USD","LITX","BK4588","LU0240877869.USD","LU0823414551.USD","LAZR","FOTO","LU2294711713.HKD","LU2543165471.USD","LU0289961442.SGD","BK4020","LU0205193047.USD","LU2290526834.HKD","LITE","LU0348723411.USD","LUMA","EGGY","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658824849","title":"【美股盘前】芯片股、光通信股集体上涨，Lumentum涨超3%；苹果被曝正测试长鑫存储芯片；德银Q2增持美光科技，英伟达为第一大重仓股；索尼、台积电被曝拟投资1万亿日元，布局下一代图像传感器","url":"https://stock-news.laohu8.com/highlight/detail?id=2658824849","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658824849?lang=zh_cn&edition=fundamental","pubTime":"2026-08-10 17:52","pubTimestamp":1786355563,"startTime":"0","endTime":"0","summary":"①【三大期指涨跌不一】道指期货跌0.06%，标普500指数期货涨0.14%，纳指期货涨0.46%。②【芯片股普涨】芯片股普涨。截至发稿，英特尔上涨1.55%，AMD上涨0.86%，英伟达上涨0.51%。③【光通信股集体上涨】光通信股集体上涨。截至发稿，Coherent上涨2.6%，Lumentum上涨3.46%，迈威尔科技上涨2.35%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608103836718144.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608103836718144.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0957808578.USD","LU2065171311.SGD","SG9999015952.SGD","AMDL","LU0012050646.USD","LU2461242641.AUD","LU2506951875.HKD","LFGY","LU0496365809.HKD","LU2413666699.HKD","NVDQ","TSLQ","LU0976567544.SGD","IE00B7KXQ091.USD","BK4550","LU2089985449.USD","LU1430594728.SGD","SG9999015358.SGD","LU0056508442.USD","IE00BKPKM429.USD","LU0472753341.HKD","LU1989772840.SGD","LU2242649171.HKD","LU2764262908.HKD","LU1400636574.HKD","LU0395794307.EUR","KNOW","LU1988902786.USD","FDTX","HK0000306701.USD","LU2048586759.USD","LU0985320562.USD","LU0175139822.USD","LU0211327993.USD","LU0942090050.USD","LU2347655073.USD","WLDR","LU0661504455.SGD","TSLP","AMDU","LU0957791311.USD","LU2211815571.USD","AMUU","LU2458330169.SGD","LU0345768740.USD","LU1979441026.SGD","SG9999015945.SGD","FCOM","LU0157215616.USD","AIS","BK4511","LU1868836591.USD","LU2404859741.USD","LU2237443895.HKD","NVD3.UK","LU0868494708.USD","LU0912757837.SGD","LU1116320901.HKD","LU2237438978.USD","IE000KEQY171.SGD","LU0541502299.USD","LU2092937148.SGD","IE00B1BXHZ80.USD","LU1496350502.SGD","APLY","LU1551013425.SGD","IE00B7SZL793.SGD","LU1035775433.USD","GOU","BK4526","NVD","NVYY","LU2168564065.EUR","LU0006306889.USD","LU2357627491.SGD","BK4559","SG9999002224.SGD","TEK","LU2028103732.USD","MRVX","LU0320765489.SGD","LU1211504680.USD","LU1935042991.SGD","LU0861579265.USD","LU1066051811.HKD","LU1280957306.USD","COHX","MRNY","SGXZ51526630.SGD","LU1880398554.USD","LU0348723411.USD","LU0289960550.SGD","LU0642271901.SGD","LU0980610538.SGD","LU0130518102.USD","LU0162691827.USD","LU1791710400.SGD","LU2756315664.SGD","LU2896262040.SGD","WISE","LU2294711713.HKD","TSMY","LU2125909916.SGD","IE0004445015.USD","GB00B4QBRK32.GBP","LU1323610961.USD","LU0128525929.USD","SGXZ31699556.SGD","LU0310800965.SGD","LU1023057109.AUD","LU1674673691.USD","LU2148611432.USD","HK0000914660.USD","LU0240877869.USD","LU1880398471.USD","LU2505996509.AUD","LU2065169927.USD","LU2264538146.SGD","GAMR","LU0726765562.USD","CHAT","MRVU","AMDY","IE00B19Z8X17.USD","BK4598","LU0476273544.USD","LU0354030511.USD","LU0109392836.USD","LU2092937221.SGD","IE00BJTD4V19.USD","LU0314104364.USD","METV","LU1267930813.SGD","LU0323239441.USD","LU0719512351.SGD","ADVE","LU2360107168.USD","TLA","IE00BWXC8680.SGD","LU1923622291.USD","IE000M9KFDE8.USD","LU1894683348.USD","BK4551","LU2097829019.USD","LU0198837287.USD","LU1935042488.USD","LU2491050071.SGD","LU0342679015.USD","LU1894683264.USD","LU2265009873.SGD","LU0265550946.USD","AMDG","BK4503","LU0256863902.USD","IE00B66KJ199.SGD","LU0384037296.USD","LU2394011477.USD","IE00B19Z3B42.SGD","AAPD","LU0823414551.USD","LU1169590202.USD","LU1206712785.SGD","LU1244550221.USD","AMDS","LU2023251221.USD","LU1815336760.USD","CGNG","LU1084165304.USD","BK4575","LU0310800379.SGD","SG9999000418.SGD","LU0889565833.HKD","GOOGL","LU0205193047.USD","LU1282649067.USD","LU1861558580.USD","MIC","LU0823421333.USD","MU","SMH","LU1732800096.USD","LU0174119429.USD","AMDD","ESLG","LU0724617625.USD","LU2125909593.SGD","LU1242518931.SGD","IE0034235295.USD","IE00BMPRXQ63.HKD","LU0094547139.USD","LU0124676726.USD","LU1803068623.USD","XDAT","LIT","LU0069063385.USD","GTEK","LU0107464264.USD","LU0238689110.USD","LU1032955483.USD","09766","LU2089284900.SGD","BK4543","LU2250418816.HKD","SG9999014559.SGD","LU1868837300.USD","LU2065170008.USD","IE00BFXG0V08.USD","CGGO","GB00BDT5M118.USD","LU2360106780.USD","LU2746668974.SGD","LU0256863811.USD","NVDB","IE00BN8TJ469.HKD","IETC","LU0130517989.USD","LU0820561818.USD","LU1815333072.USD","LU2125154935.USD","LU0097036916.USD","LU1861559042.SGD","LU2237957811.SGD","LU1804176565.USD","LU0170899867.USD","HK0000306685.HKD","LU0943347566.SGD","LU0133085943.USD","NVDL","JGRO","LU2413666426.HKD","LU2931357623.SGD","LU0234572021.USD","LU0203345920.USD","LU2463028550.USD","LU0683600562.USD","LU2357125470.USD","LU1868837722.USD","IE0000B7K699.USD","LU0308772762.SGD","LU2420271590.USD","LU2087625088.SGD","LU0359202008.SGD","07366","LU0345770308.USD","LU2663582299.SGD","UMMA","FTXL","LU2191332357.HKD","IE00BDRTCR15.USD","TINS","USD","AMD","IE0031619046.USD","HK0000304805.HKD","IE0003U64NQ7.SGD","LU0251132253.USD","LU0689626769.HKD","LU2237443549.SGD","IE00BJJMRY28.SGD","L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“做空存储、多光”交易再添一把火?","url":"https://stock-news.laohu8.com/highlight/detail?id=2658986783","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658986783?lang=zh_cn&edition=fundamental","pubTime":"2026-08-10 16:25","pubTimestamp":1786350300,"startTime":"0","endTime":"0","summary":"从800G迈向1.6T与3.2T：Lumentum押注AI数据中心“光进铜退”，高端激光器进入供不应求周期Lumentum的2026财年第四季度业绩预计将继续受益于云计算和AI产品组合带来的持续强劲高速光学器件需求，其中元器件和系统业务均表现强劲。尽管需求环境有利，供应限制仍可能制约Lumentum在2026财年第四季度充分满足客户需求的能力。当前Lumentum估值并不便宜。不过，Lumentum相较于Marvell Technology仍存在显著估值折价，后者股票的市销率约为13倍。","market":"us","thumbnail":"https://static.tigerbbs.com/ea637d1496ccafa07a68a41c55057aff","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ea637d1496ccafa07a68a41c55057aff"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1477940.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"“站在光里”的Lumentum业绩即将放榜! “做空存储、多光”交易再添一把火?","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0511384066.AUD","LU0205193047.USD","LU0240877869.USD","LU2249611893.SGD","LU2506951792.HKD","LU2294711713.HKD","LU0106261612.USD","EGGY","LU2290526834.HKD","LITE","LU0205194284.USD","LITX","LU0348723411.USD","BK4588","LU2543165471.USD","LU0240878834.USD","LU0823414478.USD","LU1861215975.USD","LUMA","LU0289961442.SGD","LU0012050646.USD","LU2357125470.USD","LAZR","BK4585","BK4020","LU0289739343.SGD","LU1861220033.SGD","FOTO","LU0823414551.USD","LU2360107168.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2658198678","title":"“站在光里”的Lumentum(LITE.US)业绩即将放榜! “做空存储、多光”交易再添一把火?","url":"https://stock-news.laohu8.com/highlight/detail?id=2658198678","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658198678?lang=zh_cn&edition=fundamental","pubTime":"2026-08-10 15:53","pubTimestamp":1786348380,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["LU0205193047.USD","LU1861220033.SGD","LU0240878834.USD","BK4585","FOTO","LU0289739343.SGD","LU0012050646.USD","LU1861215975.USD","LU0289961442.SGD","LU0348723411.USD","LAZR","LU0823414551.USD","LU2249611893.SGD","LU0205194284.USD","BK4020","LU2360107168.USD","LU2357125470.USD","LU0511384066.AUD","EGGY","LU0106261612.USD","LU2506951792.HKD","LU0240877869.USD","LU2294711713.HKD","LU2543165471.USD","BK4588","LITX","LU0823414478.USD","LUMA","LU2290526834.HKD","LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658698567","title":"A股收评 | 沪指五连阳涨0.67% 超4000股飘红 医药军工有色领涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2658698567","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658698567?lang=zh_cn&edition=fundamental","pubTime":"2026-08-10 15:21","pubTimestamp":1786346478,"startTime":"0","endTime":"0","summary":"截至收盘，上证指数涨0.67%报3966.59点，深证成指涨0.04%报14316.96点，创业板指跌0.73%报3537.21点，科创50跌0.36%报1737.77点，北证50跌1.00%报1122.88点。沪深两市成交额25231.03亿元，较上一交易日缩量1413.17亿元。全市场4068只个股上涨、1391只下跌，103只涨停、5只跌停，上涨占比73%。催化方面，药明康德公告美国法院批准初步禁令动议，挑战1260H清单认定期间免受不利影响，药明康德2026年中报营收同比增38.9%、归母净利润首次突破百亿元。上述板块前期涨幅较大、当日跌幅居前。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1477916.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0188","LU0880133367.SGD","IE00B0JY6N72.USD","000001","IE00B66KJ199.SGD","LAZR","IE00B7SZL793.SGD","LU1781817850.SGD","BK0012","BK0278","AAOX","LU0072913022.USD","AAOI","BK0183","LU0067412154.USD","LU1807302812.USD","BK0201","IE00B19Z4B17.USD","LU0501845795.SGD","LU1993786604.SGD","XITK","IE0031619046.USD","BK0187","LU1226287529.USD","BK0028","BK4020","LU1655091616.SGD","LU1580142542.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658975674","title":"“新股神”：仍看多存储板块，市场焦点重新转向光子领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2658975674","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658975674?lang=zh_cn&edition=fundamental","pubTime":"2026-08-09 16:56","pubTimestamp":1786265767,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，“新股神”发文表示，其仍看多以美光（MU）和三星为代表的存储板块，并认为市场往往会在不同供应瓶颈之间轮动。本周，AXTI 至 LITE 等光子板块标的再次成为焦点；相较 7 月下跌期间，主要变化是股价，其后才是零散的叙事和业务更新。\n\n他指出，市场在 7 月下跌时已经知道 COHR 和 LITE 的激光产品未来 2 年全部售罄，也已从 AAOI 上季度业绩电话会了解需求失衡。除清算后的股价变化外，光子板块基本面并未恶化；光收发器及磷化铟衬底瓶颈没有改变，甚至可能进一步加剧。\n\n存储方面，“新股神”称散户正出现投降情绪，但此前同一批人在 MU 签署 16 份 SCA 并给出出色预测后极度看多。他认为，当前存储业务的营业利润与市值之比“极不合理”，且明年需求失衡或更严重；同一家公司改变的只是估值和叙事，市场则在不同板块间轮动。 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