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Lumentum Holdings Inc.

985.10

-118.2600-10.72%

成交量：448.27万

成交额：45.58亿

市值：892.33亿

市盈率：-10.60

高：1,102.00

开：1,100.00

低：983.34

收：1,103.36

52周最高：1,143.00

52周最低：147.81

股本：9,058.29万

流通股本：8,970.00万

量比：1.66

换手率：5.00%

股息：- -

股息率：- -

每股收益(TTM):-92.9638

每股收益(LYR):-92.9638

净资产收益率：-240.03%

总资产收益率：5.82%

市净率：19.22

市盈率(LYR):-10.60

数据加载中...

总览公司新闻资讯公告

异动解读｜Lumentum盘中下跌3.25%，光通信板块高位回调压力释放

Lumentum Holdings Inc(LITE)股票10月12日盘中下跌9.71%：背后推手曝光

TradingKey中文

AI服务器光学器件订单排至2029年，Lumentum称部分产品70%需求无法满足，Evercore维持1100美元目标价

环球市场播报

【券商聚焦】韦德布什：Lumentum（LITE）AI光零部件售罄利好上游供应商与代工厂

美股成交额Top 20 | Palantir涨超5%创新高，获高盛、巴克莱看多；Lumentum涨超5%，公司光学器件售罄至2029年；Moderna涨逾14%，正式纳入纳指100指数

环球市场播报

Lumentum Holdings Inc(LITE)股票10月9日盘中上涨6.27%：原因全解读

TradingKey中文

美股异动丨产能供不应求！光通信概念股反弹，Lumentum涨超6%

美股异动 | 光通信概念股普涨 Lumentum(LITE.US)涨逾8%

Lumentum首席执行官表示公司AI服务器部件已售罄至2029年，股价一度触及纪录高位，最新上涨7%。

美股三大指数高开，SpaceX涨超3%，Lumentum涨超7%

美股开盘｜三大指数小幅高开；Lumentum涨逾7%、Applied Optoelectronics涨近7%；光通信股走强

异动解读｜Lumentum盘中上涨6.61%，光学元件产能售罄至2029年

盼OCP催涨？大摩警告：架构之争或有结果，光通信行业短期催化已被提前定价

美股光通信概念股涨幅扩大，Lumentum光学组件订单排至2029年

老虎资讯综合

美股光通信龙头Lumentum在盘前涨超6%，Coherent涨超4%。Lumentum公司CEO称光学元件产能已“售罄

光通信概念股集体走强，Lumentum光器件产能售罄至2029年，股价涨超4%

TradingKey中文

【美股盘前】苹果跌超1.7%，据悉已削减iPhone 18 Pro零部件订单，部分降幅达20%；Lumentum涨超4%，CEO称光器件产能已售罄至2029年初；光通信、存储股、芯片股齐涨，迈威尔科技、康宁、英特尔涨超2%

每日经济新闻

订单排到2029年！光通信巨头：缺口高达70%，看不到尽头

Lumentum（LITE）涨超4% CEO称产能近乎全部预定

异动解读｜Lumentum盘前上涨4.06%，CEO称光学器件产能售罄至2029年

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22:50","pubTimestamp":1791816600,"startTime":"0","endTime":"0","summary":"过去12个月，Lumentum营收同比增长83%，股价累计上涨约556%。AI服务器光学器件订单排至2029年，客户开始锁定2030年产能Lumentum首席执行官Michael Hurlston近日表示，随着人工智能数据中心持续扩大建设规模，公司光学器件需求大幅增长，现有产能已经难以满足客户订单。目前，Lumentum用于AI服务器的光学器件已售罄至2029年初，较此前披露的2028年进一步延长。Evercore维持的1100美元目标价略低于上述股价，反映出该行虽然看好公司业务增长前景，但并未进一步提高估值预期。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-10-12/doc-iniuytpc8381529.shtml","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":"sina","symbols":["LU0823414478.USD","LU2360107168.USD","HK0000304805.HKD","LU0205194284.USD","LU0348723411.USD","LITZ","LU0240878834.USD","LU0012050646.USD","LU2294711713.HKD","LU2506951792.HKD","LU0823414551.USD","IE0004445239.USD","LU1861215975.USD","LU2290526834.HKD","LU0205193047.USD","LU2249611893.SGD","LU2357125470.USD","LU0289961442.SGD","LITC","BK4588","LU0240877869.USD","LU0511384066.AUD","LITE","LU2543165471.USD","HK0000304797.USD","BK4020","LITG","LU1861220033.SGD","EGGY","LAZR","BK4585","FOTO","LITX","LU0289739343.SGD","LUMA","LU0106261612.USD","LITU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674690808","title":"【券商聚焦】韦德布什：Lumentum（LITE）AI光零部件售罄利好上游供应商与代工厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2674690808","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674690808?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 21:12","pubTimestamp":1791810750,"startTime":"0","endTime":"0","summary":"Lumentum首席执行官迈克尔·赫尔斯顿日前在接受采访时表示，受AI数据中心建设狂潮驱动，公司用于AI领域的关键光电零部件库存及产能已一路售罄至2029年初。赫尔斯顿警告称，2027年前公司将无法满足部分产品约70%的需求，到2028年部分产品仍将有约30%的需求无法满足。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210625/NjJmZjg2MTAxNTM3NTgyMzkx.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/NjJmZjg2MTAxNTM3NTgyMzkx.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"307097","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","LU2357125470.USD","LITU","FOTO","IE0004445239.USD","LU1861220033.SGD","EGGY","LU0289961442.SGD","LU2294711713.HKD","LAZR","LU0823414551.USD","BK4585","LITG","LU0240877869.USD","LU0348723411.USD","LU2360107168.USD","LU0012050646.USD","BK4020","LU0511384066.AUD","HK0000304797.USD","LU0823414478.USD","LU0205194284.USD","BK4588","LU0106261612.USD","LU0205193047.USD","LITE","LU0289739343.SGD","LITZ","LU0240878834.USD","HK0000304805.HKD","LITX","LU2506951792.HKD","LUMA","LITC","LU2249611893.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674864919","title":"美股成交额Top 20 | Palantir涨超5%创新高，获高盛、巴克莱看多；Lumentum涨超5%，公司光学器件售罄至2029年；Moderna涨逾14%，正式纳入纳指100指数","url":"https://stock-news.laohu8.com/highlight/detail?id=2674864919","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674864919?lang=zh_cn&edition=fundamental","pubTime":"2026-10-10 07:00","pubTimestamp":1791586800,"startTime":"0","endTime":"0","summary":"美光此前批准了一项100亿美元的股票回购计划，其中约22亿美元额度尚未使用。其中两名人士表示，苹果本月的零部件订单较最初要求至少削减了15%。第12名 $Palantir$ 收涨5.17%，成交76.73亿美元。Palantir涨超5%，股价创历史新高。巴克莱给予SpaceX和Palantir“增持”评级，目标价分别为254美元和265美元。Moderna股价创2022年12月以来新高，公司今日正式纳入纳斯达克100指数。第16名 $Lumentum$ 收涨5.22%，成交58.12亿美元。分析师平均预计Lumentum今年销售额将超过翻倍。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-10-10/doc-iniusnxt6398412.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["TSLT","MSFC","MSFU","07366","MRNX","MSFX","TSL","TSLL","LITE","MRNY","TESL","TEST","TSLI","MRNA","TESC","MSFY","TSLO","07766","TSLW","CRSH","AMDW","DAMD","TSLP","AMYY","TSYY","AMUU","MSFD","09366","MSFW","TSII","AMDL","MSFO","AMDD","TSLG","TLA","MSFL","TSLQ","AMDG","TSLY","TSLZ","TSLS","ELOL","TSLR","09766","AMDY","PLTR","TSDD","AMDC"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2674865896","title":"Lumentum Holdings Inc(LITE)股票10月9日盘中上涨6.27%：原因全解读","url":"https://stock-news.laohu8.com/highlight/detail?id=2674865896","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674865896?lang=zh_cn&edition=fundamental","pubTime":"2026-10-10 00:16","pubTimestamp":1791562577,"startTime":"0","endTime":"0","summary":"• 受 AI 需求推动，Lumentum 的元件产能已全面售罄至 2029 年初。\n• 该公司公布的最新年度营收为 30.1 亿美元，净利润为 -69.4 亿美元。\n• 分析师给予的平均目标价为 1133.93 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Optoelectronics涨6.72%，受益于数据中心高速光模块订单激增；Coherent涨5.82%，光通信需求强劲提振业绩预期；迈威尔科技涨1.41%，半导体景气度回升带动股价续扬；英伟达涨1.22%，受AI芯片需求持续增加提振；苹果跌2.38%，因市场传出iPhone新机订单被下调。美国9月CPI将于14日公布。OCP全球峰会下周举行。Anthropic与OpenAI推演AI重大事故应对方案。多家AI企业与国会议员沟通潜在监管，防范技术失控引发的系统性风险。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["LU0823414478.USD","LU2294711713.HKD","LU0511384066.AUD","LU0348723411.USD","EGGY","BK4585","LITU","LU0205193047.USD","LU0289961442.SGD","LAZR","BK4588","LU2506951792.HKD","LU0240877869.USD","LITX","LU0240878834.USD","LU2249611893.SGD","LITZ","LU1861220033.SGD","LUMA","SIXG","LITC","BK4020","LU2290526834.HKD","LU2360107168.USD","LU2357125470.USD","IE0004445239.USD","LITE","LU0823414551.USD","LU0289739343.SGD","LU1861215975.USD","LU0012050646.USD","LYTE","LU0205194284.USD","LU2543165471.USD","FOTO","LU0106261612.USD","LITG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1167232374","title":"异动解读｜Lumentum盘中上涨6.61%，光学元件产能售罄至2029年","url":"https://stock-news.laohu8.com/highlight/detail?id=1167232374","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1167232374?lang=zh_cn&edition=fundamental","pubTime":"2026-10-09 21:30","pubTimestamp":1791552626,"startTime":"0","endTime":"0","summary":"10月9日，Lumentum盘中上涨6.61%，报1122.2美元/股，成交额4.26亿美元。消息面上，公司首席执行官迈克尔·赫尔斯顿表示，得益于AI数据中心建设热潮，其光学元件产能已全部售罄至2029年初，而六个月前该预期仅为2028年，反映需求持续超预期。赫尔斯顿进一步透露，明年公司约70%的产品需求将得不到满足，直至2028年仍会存在30%的需求缺口，新建产能需3至5年才能释放。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Lumentum光学元件售罄至2029，股价上涨","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674854420","title":"盼OCP催涨？大摩警告：架构之争或有结果，光通信行业短期催化已被提前定价","url":"https://stock-news.laohu8.com/highlight/detail?id=2674854420","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674854420?lang=zh_cn&edition=fundamental","pubTime":"2026-10-09 21:20","pubTimestamp":1791552014,"startTime":"0","endTime":"0","summary":"摩根士丹利在最新发布的OCP前瞻报告中给出判断：会议有望为AI网络设计方向\"拨云见日\"，但对个股的短期股价拉动可能有限。大摩分析师梅塔·马歇尔指出了本届OCP的独特价值。尽管相关讨论持续升温，但大摩判断审慎：预计会上将有持续的网络创新与产品发布，但若无更明确的客户承诺落地，对股价的短期催化有限。其对整体行业评级为\"与大盘持平\"。","market":"us","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1505446.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["KEYG","COHR","LITC","LITU","KEYX","COHX","LITX","COHQ","LITE","KEYS","LITG","COHH","COHC","LITZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1118093983","title":"美股光通信概念股涨幅扩大，Lumentum光学组件订单排至2029年","url":"https://stock-news.laohu8.com/highlight/detail?id=1118093983","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1118093983?lang=zh_cn&edition=fundamental","pubTime":"2026-10-09 19:26","pubTimestamp":1791545201,"startTime":"0","endTime":"0","summary":"10月9日，美股光通信概念股涨幅扩大，$Lumentum(LITE)$、$Applied Optoelectronics(AAOI)$涨超6%，$Coherent(COHR)$涨超4%，$康宁(GLW)$、$Ciena科技(CIEN)$涨超3%，$Credo(CRDO)$、$Fabrinet(FN)$涨超2%。","market":"us","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SGXZ81514606.USD","IE00B7SZL793.SGD","IE00B66KJ199.SGD","IE00BFMHRM44.USD","RULE","COHC","LU1720051017.SGD","SGXZ51526630.SGD","COHH","CRD","LU2249611893.SGD","LU0266013472.USD","LU2089985449.USD","LU0240877869.USD","CRDU","LU0240878834.USD","LU2272731600.USD","LU0511384066.AUD","LU2272731865.HKD","COHQ","AAOG","COHR","LU2125910500.SGD","LU0823421416.USD","LU2506951792.HKD","LU0205193047.USD","LU0823414551.USD","BK4588","LU2265009873.SGD","LU0012050646.USD","CIEG","LU2322448957.HKD","LITZ","FOTO","BK4515","LU1989764664.SGD","CNAV","LU0719512351.SGD","LU2211815571.USD","LU0823414478.USD","LU2931357623.SGD","IE0009354923.USD","LU1548497426.USD","CRDO","LU0053671581.USD","LAZR","LU1861220033.SGD","BK4512","LU1992135399.USD","LU1861215975.USD","BK4157","LU1720051108.HKD","BK4145","FNG","LU1804176565.USD","LITC","LU2272731782.SGD","LITU","LU2045819591.USD","COHX","BK4141","LU0289739343.SGD","FFTY","LITE","LU2322448791.USD","AAOX","LU0082616367.USD","LU2360107168.USD","GLWG","BK4020","LU0154245756.USD","LU0348723411.USD","LITG","LU0106261612.USD","LU2294711713.HKD","LITX","LU2543165471.USD","BK4148","SGXZ99366536.SGD","FN","LU2357305700.SGD","LYTE","IE0031619046.USD","LU2290526834.HKD","CIEX","LU0963586101.USD","AAOI","LU0154236417.USD","CIEN","SPRX","SIXG","LU0274383776.USD","IE0004445239.USD","LU0154245673.USD","AAOZ","LUMA","IE00B19Z4B17.USD","LU2357125470.USD","LU0289961442.SGD","BK4585","LU1992135472.HKD","LU0205194284.USD","LU2473716301.USD","LU0823421333.USD","XITK","EGGY","GLW","XTL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674985670","title":"美股光通信龙头Lumentum在盘前涨超6%，Coherent涨超4%。Lumentum公司CEO称光学元件产能已“售罄","url":"https://stock-news.laohu8.com/highlight/detail?id=2674985670","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674985670?lang=zh_cn&edition=fundamental","pubTime":"2026-10-09 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17:11","pubTimestamp":1791537082,"startTime":"0","endTime":"0","summary":"TradingKey - 10月9日，美股光通信概念股盘前普遍上涨，Applied Optoelectronics（AAOI）涨超5%，Lumentum（LITE）涨超4%，MaxLinear（MXL）、Coherent（COHR）和AXT（AXTI）均涨超3%。板块走强的主要催化剂来自光通信龙头Lumentum的最新表态。公司首席执行官Michael Hurlston表示，受AI数据中心建设需求推动，公司光器件产能已被客户预订至2029年初。","market":"other","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230816/14cd4a59947417a4fc01222de56a6a1a.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230816/14cd4a59947417a4fc01222de56a6a1a.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262208256-optical-communication-stocks-rally-lumentum-component-capacity-sells-through-2029-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":["LAZR","LU2294711713.HKD","LU2506951792.HKD","LITE","LU0205193047.USD","LU0823414478.USD","LU2249611893.SGD","LU0205194284.USD","LU0823414551.USD","IE0004445239.USD","LU2360107168.USD","LITZ","LITX","LU2357125470.USD","LU0348723411.USD","LU0289961442.SGD","LITC","BK4585","LITU","LU1861215975.USD","LU0106261612.USD","EGGY","LU0240878834.USD","LU2290526834.HKD","LU0240877869.USD","LU1861220033.SGD","LU0511384066.AUD","BK4020","LU0012050646.USD","BK4588","LU0289739343.SGD","LITG","LU2543165471.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674837142","title":"【美股盘前】苹果跌超1.7%，据悉已削减iPhone 18 Pro零部件订单，部分降幅达20%；Lumentum涨超4%，CEO称光器件产能已售罄至2029年初；光通信、存储股、芯片股齐涨，迈威尔科技、康宁、英特尔涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2674837142","media":"每日经济新闻","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674837142?lang=zh_cn&edition=fundamental","pubTime":"2026-10-09 16:59","pubTimestamp":1791536395,"startTime":"0","endTime":"0","summary":"①【三大期指齐涨】截至发稿，道指期货涨0.20%，标普500指数期货涨0.39%，纳指期货涨0.81%。②【苹果据悉削减iPhone18Pro零部件订单，部分订单降幅达20%】10月9日，据媒体报道，由于存储芯片成本上涨推高售价、抑制消费者需求，苹果已要求部分供应商削减iPhone18Pro和iPhone18ProMax的零部件产量。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202610093891306531.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/202610093891306531.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["INTC","LU0528227936.USD","LU1366333091.USD","LU1732800096.USD","LU0234570918.USD","LU1935043452.HKD","LU0256863902.USD","LU1814569148.SGD","LU1917777945.USD","LU2065169927.USD","BK4020","LU0310800379.SGD","SG9999017495.SGD","LU1914381329.SGD","LU1244550577.SGD","LU0648001328.SGD","SINTCmain","LU2236285917.USD","LU1803068979.SGD","BK4535","QQQA","LU0345769631.USD","LU0029864427.USD","LU2087625088.SGD","IE00BJJMRX11.SGD","IE0034235303.USD","BK4574","LU0308772762.SGD","IE0003U64NQ7.SGD","LU2357305700.SGD","LU0128525929.USD","LU0109392836.USD","LU2471134796.USD","LU0143551892.USD","HK0000320264.USD","HK0000320223.HKD","LU1934455277.USD","BK4585","LINT","LU2361044949.HKD","LU0205194284.USD","BK4532","IE00B3SWFQ91.USD","IE00B4YYXB79.USD","LU2237443622.USD","LU2294711713.HKD","LU1861220033.SGD","BK4559","LU1791710400.SGD","MACW.SI","LU1232071149.USD","ORCS","EGGY","LU0965509101.SGD","LU0056508442.USD","LU1506573853.SGD","LITZ","LU2357627491.SGD","FTXL","LU0079474960.USD","AAPE","BK4170","LU0070217475.USD","LU2954938101.SGD","LU2462591350.SGD","LU1868837300.USD","LU2265009873.SGD","LU2089284900.SGD","LU0788109477.HKD","LU0689472784.USD","LU1069347547.HKD","LU1791710582.SGD","LU2168564065.EUR","LU0444971666.USD","LU2756315318.SGD","LU0964807845.USD","AIS","TETH","LU1989772923.USD","SGXZ31699556.SGD","IE00BJTD4V19.USD","BK4605","LU0784385170.HKD","LU2063271972.USD","LU0889565833.HKD","LU2290526834.HKD","SAAPLmain","LU0061475181.USD","LU1852331112.SGD","SG9999000418.SGD","LU1815333072.USD","IE000MB6IJN5.SGD","LU0210528500.USD","LU0175139822.USD","LU0868494708.USD","LU2083900584.USD","LAZR","LU0861579265.USD","LU0081259029.USD","LU2860962120.EUR","LU0211328371.USD","LU1496350502.SGD","BK4505","LU2244417387.USD","SOXX","IE00BJLML261.HKD","ORCX","BK4533","LU1551013342.USD","BK4543","IE00B1XK9C88.USD","LU2326559502.SGD","IE00B5949003.HKD","LU2931357623.SGD","IE00BZ1G4Q59.USD","ROM","LU1868836914.USD","LU1718418525.SGD","LU0476273544.USD","LU0738911758.USD","LU1084165304.USD","LU0082616367.USD","LU0950375773.USD","VT","CMAG","AAPL","LU0198837287.USD","LU1400636657.SGD","LU0210533765.USD","SG9999014914.USD","LU0980610538.SGD","IE000BZT7R73.USD","SG9999015945.SGD","LU2237443978.SGD","LU1720051108.HKD","BK4501","ETH.USD.CC","IE0005OL40V9.USD","LU2764263039.SGD","LU0466842654.USD","ORCU","IE00BLSP4239.USD","BK4507","XNTK","LU1645745479.HKD","LU1989764664.SGD","LU2077746001.SGD","IXN","AAPB","LU0080751232.USD","ETQ","LU2896262040.SGD","LU1127390331.HKD","LU2543165471.USD","LU0985320562.USD","LU0130102774.USD","LU1815336760.USD","AAPY","LU0238689110.USD","LU1989764748.USD","LU1989771016.USD","LU2168563687.JPY","AAPX","IE000W1ABFV2.USD","TTEQ","LU0912757837.SGD","IE00B1BXHZ80.USD","LU0265550946.USD","IE00BLSP4452.SGD","ETHT","SG9999014575.USD","IE0009G5SDU7.USD","LU0069063385.USD","LU0557290698.USD","LU1206713676.USD","LU0820561818.USD","SG9999015986.USD","BK4592","HK0000914686.HKD","IE00BQXX3F31.USD","LU0353189680.USD","LU0823417653.USD","LU0057025933.USD","LU2456880835.USD","LU0289739343.SGD","SG9999015952.SGD","LU0820562030.AUD","LU1674673691.USD","LU2361045086.USD","IE00BKVL7J92.USD","LU2506951875.HKD","LU2087621335.USD","IE00B4JS1V06.HKD","LU1206712785.SGD","LU0949170426.SGD","LU2100268510.USD","FETH","LU0068578508.USD","LU1839511570.USD","LU2463028550.USD","LU0106261612.USD","LU0820561909.HKD","LU0943347566.SGD","IE00BFSS7M15.SGD","LU0433182093.SGD","LU2487616109.SGD","LU0795875169.SGD","SG9999014898.SGD","LU2271345857.HKD","LU1119994496.HKD","IE0004445015.USD","LU2168564222.USD","LU1261432733.SGD","LU0823434583.USD","SETH","BK4579","IE00BKDWB100.SGD","LU1064131342.USD","LU1267930730.SGD","LU0640476718.USD","LU2452424414.USD","LU0157215616.USD","LU0784384876.USD","ESK","LU0708995401.HKD","EETH","IE00BN8TJ469.HKD","ETHV","LU2552382132.HKD","LU1934455863.HKD","BK4573","IE0009356076.USD","IE0004091025.USD","IE00BYXW3230.USD","LU1035775433.USD","BK4575","IE00BQXX3D17.EUR","HK0000532082.HKD","LU1400636574.HKD","LU2089985449.USD","QETH","LU0053666078.USD","LU0787776722.HKD","BK4566","LU0211327993.USD","LU0708994859.HKD","IE00B19Z3B42.SGD","LU0878866978.SGD","LU2125154935.USD","ETHE","IE00BMPRXN33.USD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CEO称产能近乎全部预定","url":"https://stock-news.laohu8.com/highlight/detail?id=2674834727","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674834727?lang=zh_cn&edition=fundamental","pubTime":"2026-10-09 16:24","pubTimestamp":1791534266,"startTime":"0","endTime":"0","summary":"金吾财讯 | Lumentum 盘前股价上扬，最新涨4.04%，报1091美元。消息面上，Lumentum透露，其光电子元件产能基本被全部预定，该紧张供需局面或将延续至2029年前后。今年早些时候，英伟达向该公司投资20亿美元。Lumentum主打先进磷化铟器件，这类器件是高速云计算与数据传输的重要硬件。公司首席执行官Michael 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