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Lumentum Holdings Inc.

995.41

-107.9450-9.78%

盘前：991.06-4.3500-0.44%05:35 EDT

成交量：645.56万

成交额：65.23亿

市值：901.67亿

市盈率：-10.71

高：1,102.00

开：1,101.78

低：980.00

收：1,103.36

52周最高：1,143.00

52周最低：152.54

股本：9,058.29万

流通股本：8,970.00万

量比：1.55

换手率：7.20%

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：19.42

市盈率(LYR):-10.71

数据加载中...

总览公司新闻资讯公告

Lumentum 业绩会纪要：EML供需长期失衡，缺口维持 30% 以上

美股前瞻 | 三大股指期货齐涨美国7月CPI今晚出炉 Nebius(NBIS.US)绩后大涨

AI四大主线，重磅信号

大摩上调Lumentum目标价至1000美元

花旗上调Lumentum目标价至1200美元

但斌美股持仓“大换血”

Lumentum（LITE）盘前涨8.37% 第四财季预期营收增长109%

美股存储股盘前普涨，闪迪涨超4%，港股科网股多数收跌，腾讯音乐跌超12%

Lumentum上季营收翻倍：公司预计NPO成新增量有望明年底至后年量产

Lumentum盘前涨超8% 领涨光通信板块

Lumentum Holdings 因第一季度营收展望乐观而股价上涨

Lumentum(LITE.US)Q4电话会：AI光互联需求持续激增，800G/OCS/泵浦激光器全面开花、NPO打开增量新市场

美国研究综述-卡迪纳尔健康、卢门图姆控股、公共仓储

盘前异动 | 三大股指期货齐上扬；绩优股超微电脑盘前升10%、CoreWeave飙17%、Lumentum升7%；存储股普遍向上，SK海力士、闪迪齐升3%

老虎资讯综合

异动解读 | 财报与指引双双超预期，Lumentum盘前大涨7.45%

异动解读｜Lumentum Holdings盘前上涨6.87%，Q4业绩与本季指引双双大超预期

如何看“NPO vs CPO”？光通信巨头Lumentum：增量而非替代，都是重要机遇

华尔街见闻

上海政策利好+谷歌大动作光纤概念强势领涨最新高增长潜力股名单来了！

港股午评：恒指跌1.17% 科指跌1.17% 科网股普跌光通信板块强势

港股异动 | 光通信概念股集体走强 Lumentum业绩大超预期机构指全国产化产业链迎来新周期

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第四财季预期营收增长109%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658302975","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658302975?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 17:39","pubTimestamp":1786527557,"startTime":"0","endTime":"0","summary":"金吾财讯 | Lumentum 盘前震荡走强，价格为889.300美元，涨幅8.37%。消息层面上，该家光学和光子产品制造商公布强于预期的第四财季业绩，并发布显著高于共识预期的第一财季展望后，股价上涨，主要受AI相关需求加速推动。营收同比增长109%，超过翻倍，至10.3亿美元，高于9.877亿美元的共识预期；调整后EPS为3.23美元，高于2.97美元的预期。对于第一财季，Lumentum预计营收为12.3亿至12.8亿美元，远高于11.6亿美元的共识预期;调整后EPS为4.05至4.35美元，高于3.61美元的预期。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303704","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":["LU0240877869.USD","BK4588","LU2357125470.USD","LU0240878834.USD","LU0823414478.USD","LITE","BK4020","LU0205194284.USD","LU1861220033.SGD","LU2249611893.SGD","LU0511384066.AUD","LU0205193047.USD","LU0289739343.SGD","BK4585","LU2294711713.HKD","LAZR","LU2360107168.USD","LITX","LU0823414551.USD","LU2543165471.USD","LITG","FOTO","LU0012050646.USD","LU1861215975.USD","LUMA","LU0106261612.USD","EGGY","LU2290526834.HKD","LU2506951792.HKD","LU0289961442.SGD","LU0348723411.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658497369","title":"美股存储股盘前普涨，闪迪涨超4%，港股科网股多数收跌，腾讯音乐跌超12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658497369","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658497369?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 17:25","pubTimestamp":1786526700,"startTime":"0","endTime":"0","summary":"8月12日美股盘前，道指期货涨0.01%，纳斯达克100指数期货涨0.38%，标普500指数期货涨0.13%。存储芯片股盘前集体上涨，闪迪涨超4%，SK海力士、美光科技、西部数据涨超3%。光通信板块盘前大涨，Lumentum涨超7%，Coherent涨超5%，应用光电涨超3%。CoreWeave盘前涨超17%，公司第二财季营收25.75亿美元，上年同期12.12亿美元。科网股多数下跌，腾讯音乐跌超12%，网易跌超5%，阿里巴巴跌超3%，京东集团、百度集团跌超2%，腾讯控股跌近2%。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-08-12/doc-inimzytm3650194.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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Holdings 因第一季度营收展望乐观而股价上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2658205699","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658205699?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 16:38","pubTimestamp":1786523916,"startTime":"0","endTime":"0","summary":"BUZZ-Lumentum Holdings 因第一季度营收展望乐观而股价上涨8月12日-** 光子学产品制造商 Lumentum HoldingsLITE.O的股价在盘前交易中上涨逾8%，至887.40美元** LITE 预测 (link) 第一季度营收将高于分析师预期，且优于第四季度的预估** 该公司第四季度营收为10.1亿美元，高于分析师平均预期的9.879亿美元；经调整后每股收益为3.23","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260812:nL4S4490IE:1","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":["FOTO","LU0348723411.USD","LU0289739343.SGD","LU2360107168.USD","LU0823414551.USD","BK4020","LU2290526834.HKD","LU2357125470.USD","LITG","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","LUMA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658920858","title":"Lumentum(LITE.US)Q4电话会：AI光互联需求持续激增，800G/OCS/泵浦激光器全面开花、NPO打开增量新市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2658920858","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658920858?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 16:32","pubTimestamp":1786523544,"startTime":"0","endTime":"0","summary":"按非GAAP口径计算，Lumentum本季度毛利率为50.4%，环比提升250个基点，同比大幅提升1260个基点;非GAAP营业利润率升至36.6%，环比提高440个基点，同比提高2160个基点。另外，Lumentum表示，本季度800G云端收发器出货量创历史新高，并已开始量产1.6T模块。Lumentum预计，面向纵向扩展应用的大功率激光芯片将于2027日历年度下半年开始大批量出货，先于客户在2028年的部署。展望未来，Lumentum预计2027财年第一季度营收为12.25亿至12.75亿美元。","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":"http://www.zhitongcaijing.com/content/detail/1478928.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_zhitongcaijing","symbols":["LU2294711713.HKD","LITG","LU2249611893.SGD","LU0348723411.USD","LUMA","FOTO","BK4020","LU2290526834.HKD","LU0106261612.USD","LU0289739343.SGD","BK4585","LU0012050646.USD","LU0289961442.SGD","BK4588","LITE","LU0205194284.USD","LITX","LU2357125470.USD","LU0511384066.AUD","LU2360107168.USD","LU1861220033.SGD","LU0240878834.USD","LU0823414551.USD","LU1861215975.USD","LU0205193047.USD","LU2506951792.HKD","LU2543165471.USD","LU0823414478.USD","LAZR","EGGY","LU0240877869.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658927621","title":"美国研究综述-卡迪纳尔健康、卢门图姆控股、公共仓储","url":"https://stock-news.laohu8.com/highlight/detail?id=2658927621","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658927621?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 16:08","pubTimestamp":1786522123,"startTime":"0","endTime":"0","summary":"美国研究综述-卡迪纳尔健康、卢门图姆控股、公共仓储路透8月12日-周三，华尔街证券分析师调整了多家在美国上市公司的评级和目标股价，其中包括卡迪纳尔健康、卢门图姆控股和公共仓储。股票按字母顺序排列。","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:20260812:nL4S4490GS:1","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":["LBRX","MIDD","USFD","URBN","REIT","LOW","SGMT","CUBE","AMBQ","CRCL","CVS","PSA","LPTH","BLCK","TGT","CAVA","NEMG","SR","EXR","CAH","EGGY","HD","MNST","FLUT","HLIO","JBIO","LEGN","CRWV","MAA","LENZ","COAG","LITE","MDLN","BBIO","UMAC","ANF","ACVA","NTRA","PNW","NEM","CANC","GAP","ACM","BCAX","MRCY","TXG","VTR","RPD","WELL","JAZZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1163444854","title":"盘前异动 | 三大股指期货齐上扬；绩优股超微电脑盘前升10%、CoreWeave飙17%、Lumentum升7%；存储股普遍向上，SK海力士、闪迪齐升3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163444854","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163444854?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 16:05","pubTimestamp":1786521948,"startTime":"0","endTime":"0","summary":"美股三大股指期货齐上扬，截止发稿，道指期货升0.03%，纳指期货升0.43%，标普500指数期货升0.5%。$CoreWeave, Inc.$盘前股价大涨17%。CoreWeave二季度营收25.75亿美元，同比增长112%，高于预期的25.6亿美元。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%。$IREN Ltd$盘前涨5%，受CoreWeave强劲业绩与展望带动，同类算力与云服务标的盘后走强。美股存储股普遍向上， $SK海力士$、闪迪盘前升逾 3%。","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":"","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":["COHX","IREX","SMCX","CWVX","CORD","CRWV","IRE","SMYY","IREZ","HYNX","SKHU","CWII","SKHZ","NBIS",".SPX","SMCI","IREG","SKHY","COHR","LITG","SMCL","SKHX","SMCY","NEBX","07709",".IXIC","LITX","CRWG","SK",".DJI","SKHA","SMCZ","LITE","NBIL","IREN","SKUU","SKDD","NBIZ","SMCC","CRWU"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1141583288","title":"异动解读 | 财报与指引双双超预期，Lumentum盘前大涨7.45%","url":"https://stock-news.laohu8.com/highlight/detail?id=1141583288","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141583288?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 16:05","pubTimestamp":1786521901,"startTime":"0","endTime":"0","summary":"光通信龙头Lumentum Holdings Inc.今日盘前股价大涨7.45%，报872.86美元，引发市场广泛关注。消息面上，公司于美股盘后发布了2026财年第四财季业绩，各项指标全面超出市场预期。更为关键的是，公司发布的2027财年第一财季业绩指引大幅领先市场预期。公司预计第一财季营收在12.3亿至12.8亿美元之间，中值较市场预期高逾8%；调整后每股收益预计为4.05至4.35美元，中值较预期高逾16%；非GAAP经营利润率预计进一步升至约40%。","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":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1150736742","title":"异动解读｜Lumentum Holdings盘前上涨6.87%，Q4业绩与本季指引双双大超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1150736742","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1150736742?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 16:00","pubTimestamp":1786521645,"startTime":"0","endTime":"0","summary":"8月12日，Lumentum Holdings盘前上涨6.87%，报872.86美元/股，成交额51.96万美元。消息面上，公司于盘后披露第四财季业绩全面超预期：净营收10.1亿美元，同比增长109%，高于市场预期的9.88亿美元；调整后每股收益3.23美元，超出一致预期的2.97美元；非GAAP毛利率升至50.4%，优于预期的48.8%。需注意，GAAP口径净亏损72亿美元，源于一次性非现金债务清偿损失78亿美元。","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 Holdings盘前上涨6.87%，Q4业绩与本季指引双双大超预期","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658676924","title":"如何看“NPO vs CPO”？光通信巨头Lumentum：增量而非替代，都是重要机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2658676924","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658676924?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 14:35","pubTimestamp":1786516542,"startTime":"0","endTime":"0","summary":"光通信厂商Lumentum澄清，NPO与CPO并非零和竞争，而是相互叠加的增量机遇。非英伟达客户在NPO上展现出更高光学强度，且相关出货节奏不受英伟达Kyber机架进度限制。此外，公司战略性将日本晶圆厂部分产能转向CW激光器以捕获增量市场。花旗据此重申“买入”评级，目标价1100美元。","market":"sh","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://wallstreetcn.com/articles/3779261","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":["LU2360107168.USD","LAZR","LITX","LU0205193047.USD","LU0106261612.USD","LU0823414478.USD","LITE","LU2543165471.USD","BK4588","LU2357125470.USD","EGGY","LU2249611893.SGD","LU2290526834.HKD","LU0289961442.SGD","LU0240878834.USD","BK4585","LU0511384066.AUD","LU0012050646.USD","LU0289739343.SGD","LU2294711713.HKD","LU0205194284.USD","LU0348723411.USD","LU1861215975.USD","LITG","LU2506951792.HKD","LU0823414551.USD","LU1861220033.SGD","BK4020","LU0240877869.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2658192585","title":"上海政策利好+谷歌大动作 光纤概念强势领涨 最新高增长潜力股名单来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2658192585","media":"市场资讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658192585?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 12:49","pubTimestamp":1786510140,"startTime":"0","endTime":"0","summary":"政策暖风+需求扩容+财报验证，光通信赛道景气度持续回升。年初至今，近七成光纤概念股录得股价上涨。8月以来，光纤概念经历深度回调后显著反弹，共66股上涨、4股下跌。其中，蘅东光月内涨幅近55%居首，云南锗业亦大涨近五成，仕佳光子涨幅达45%位居第三，光库科技、腾景科技、长光华芯等多达18股涨幅均超20%。未来增长潜力方面，根据3家及以上机构一致预测，共10只光纤概念股今年业绩有望翻倍增长。","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://finance.sina.com.cn/roll/2026-08-12/doc-inimzqcp6963989.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["GOOX","LU2168564495.EUR","LU2102340556.USD","BK0100","LU1429558221.USD","LU0157215616.USD","BK0148","LU1629891620.HKD","LU1064131342.USD","LU1935043023.USD","LU0094547139.USD","LU1232071149.USD","LU1914381329.SGD","LU2168564065.EUR","LU2381873111.SGD","SGXZ51526630.SGD","LU0211331839.USD","LU1301847155.USD","BK0167","LU0289961442.SGD","LU0061474705.USD","LU1116320737.USD","HK0000914660.USD","LU2430703095.HKD","LU0320765059.SGD","LU0784385170.HKD","LU1043141123.HKD","LU1366192091.USD","LU0345768740.USD","IE00B19Z8W00.USD","LU1032955483.USD","LU0211326755.USD","LU1633808545.USD","GOOW","LU1066051498.USD","LU1989764664.SGD","LU1316542783.SGD","SG9999015341.SGD","LUMA","SG9999015978.USD","LU0690374615.EUR","LU2063271972.USD","LU0426412945.USD","IE00BMPRXR70.SGD","LU0648001328.SGD","LU1506573853.SGD","LU1551013342.USD","LU0256863902.USD","LU1815336760.USD","LU2326559502.SGD","LU1244550577.SGD","LU1699723380.USD","LU1043141396.HKD","LU2242650005.HKD","LU2433249047.HKD","LU2602419157.SGD","LU0210533765.USD","LU1046421795.USD","LU1935042488.USD","LU0476273544.USD","LU1935043536.SGD","LU2106854487.HKD","LU1791710400.SGD","BK4576","LU0342679015.USD","BK4514","LU1670756490.USD","IE00BJTD4N35.SGD","LU2417539215.USD","LU0048573561.USD","LU1868837136.USD","LU2247934214.USD","SG9999000418.SGD","LU0784385840.USD","LU0198837287.USD","LU0077335932.USD","LU1066051225.USD","LU0211328371.USD","BK0214","SG9999017495.SGD","LU1267930813.SGD","IE00BZ1G4Q59.USD","IE00BLSP4239.USD","LU1894683348.USD","LU2328871848.SGD","LU0154236417.USD","LU2360032135.SGD","SG9999014542.SGD","LU0426417589.USD","SG9999014880.SGD","BK0143","VOX","LU0211326839.USD","LU0203347892.USD","BK0196","LU0683600562.USD","LU0742534661.SGD","LU2249611893.SGD","ILDR","LU0882574139.USD","LU0994945656.USD","LU2491050154.USD","LU1548497426.USD","IE00BHPRN162.USD","LU0057025933.USD","LU2213496289.HKD","IE000SO60NU8.SGD","LU2028103732.USD","SG9999015986.USD","LU0316494557.USD","LU1202635105.USD","LU1235294995.USD","LU0353189763.USD","LU1917777945.USD","IE000BZT7R73.USD","LU0949170772.SGD","LITE","SG9999014898.SGD","LU2290526834.HKD","LU1868837300.USD","LU0985320562.USD","LU1951200564.SGD","LU1823568750.SGD","LU0353189680.USD","BK4561","BK0086","SKYY","SG9999014567.USD","LU0276348264.USD","LU0345770993.USD","BK0028","LU2357125470.USD","LU1803068623.USD","LU0466842654.USD","LU1804176565.USD","LTL","LU2168564149.EUR","LU2294711713.HKD","LU2089283258.USD","BK4592","LU1674673428.USD","BK0198","LU0240878834.USD","LU2471134879.HKD","LU1066051811.HKD","LU1974910355.USD","BK4566","IE00B1BXHZ80.USD","BK4503","LU1496350171.SGD","BK4020","BK4077","LU0792757196.USD","LU0225283273.USD","LU0314104364.USD","IE00BWXC8680.SGD","LU1969619763.USD","LU2471134523.USD","IE00BMPRXN33.USD","LU1674673691.USD","LU2065171311.SGD","LU0056508442.USD","LU1267930573.SGD","LU0127658192.USD","LU2092627202.USD","LU2244417387.USD","LU0203345920.USD","LU0128525689.USD","LU0472753341.HKD","LU2275660780.HKD","LU2999663052.SGD","LU2756315318.SGD","FCOM","BK0188","LU1551013425.SGD","LU0417517546.SGD","LU0477156953.USD","BK0224","LU1868836914.USD","LU2746668974.SGD","LU0494093205.USD","LU0138981039.USD","BK4527","LU0097036916.USD","LU0052756011.USD","LU0976567544.SGD","LU0011850046.USD","LU0964807845.USD","LU1951198990.SGD","LU0323591593.USD","FOTO","LU0477156797.USD","LU0943347566.SGD","LU0738911758.USD","LU1496350502.SGD","LU0170899867.USD","LU1839511570.USD","LU1585245621.USD","LU0130103400.USD","BK4579","LU0496365809.HKD","LU0205194284.USD","LU0957791311.USD","LU0128525929.USD","LU2505996509.AUD","IE00B7SZLL34.SGD","LU2237438978.USD","600487","METV","LU2023250504.SGD","LU1923623000.USD","LU2191332357.HKD","IE00BQXX3C00.GBP","IE000WAW04H5.SGD","LU1201861165.SGD","IE0004086264.USD","IE00BD6J9T35.USD","HK0000819398.USD","LU1852331112.SGD","002415","LU0251131958.USD","SGXZ81163826.USD","IE00BLSP4452.SGD","IE00BQXX3F31.USD","IE00BDCRKT87.USD","SGXZ44715902.SGD","OGIG","LU0345769631.USD","LU0444971666.USD","LU0784384876.USD","LU2362541513.USD","LU2092937148.SGD","TRUC","BK4598","BK0123","LU2236285917.USD","LU2404859667.USD","LU0312595415.SGD","LU2087625088.SGD","LU0211327993.USD","LU0289960550.SGD","LU0823414551.USD","GB00B4LPDJ14.GBP","BK0122","LU0820561909.HKD","LU167062806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科指跌1.17% 科网股普跌 光通信板块强势","url":"https://stock-news.laohu8.com/highlight/detail?id=2658923528","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658923528?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 12:00","pubTimestamp":1786507200,"startTime":"0","endTime":"0","summary":"截至午间收盘，恒生指数跌1.17%，报25352.13，恒生科技指数跌1.17%，国企指数跌1.27%。光通信板块强势，中际旭创涨超7%。摩根大通在中际旭创H股的持股比例于8月6日从14.93%升至15.60%，购买的平均股价为1151.9056港元。此外，美股光通信巨头Lumentum于当地时间8月11日盘后发布2026财年第四财季财报，业绩大幅超出市场预期。财报显示，公司第四财季净营收同比增长109%至10.1亿美元，非GAAP口径下调整后每股收益同比大增267%至3.23美元。创新药板块走弱，恒瑞医药跌2%。","market":"sh","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://finance.sina.com.cn/stock/hkstock/marketalerts/2026-08-12/doc-inimzqcv4085752.shtml","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":"sina","symbols":["LU0240877869.USD","LU2506951792.HKD","02588","03067","LU1282649810.SGD","03088","LU1224709979.USD","09088","LU0348723411.USD","LU1119993845.HKD","LU1861215975.USD","LU0877626530.USD","513600","LU2357125470.USD","LAZR","83115","BK4585","LU1861220033.SGD","LU0205439572.USD","03033","03423","09115","LU1211504680.USD","LU0205193047.USD","LU0106261612.USD","LU0488056044.USD","07500","EGGY","03032","MCHmain","LITE","09067","LU0205194284.USD","07552","00269","LU2543165471.USD","HSI","03417","02833","03419","LUMA","BK1185","LU1282649067.USD","LU0511384066.AUD","LU2249611893.SGD","LU0702159699.USD","LU0173614495.USD","LITG","LU0384037296.USD","LITX","BK4588","03037","HSTECH","BK1124","LU0737861699.HKD","LU0289961442.SGD","LU0012050646.USD","BK4020","FOTO","LU2360107168.USD","07200","07300","LU0287142896.SGD","82800","LU2294711713.HKD","07226","LU2290526834.HKD","02800","HHImain","LU0240878834.USD","LU0823414478.USD","03115","LU0702159343.USD","LU1166156734.SGD","LU0289739343.SGD","LU0823414551.USD","02837"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658896923","title":"港股异动 | 光通信概念股集体走强 Lumentum业绩大超预期 机构指全国产化产业链迎来新周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2658896923","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658896923?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 11:51","pubTimestamp":1786506704,"startTime":"0","endTime":"0","summary":"消息面上，美股光通信龙头Lumentum于8月11日盘后发布财报，Q4营收同比增长109%至10.1亿美元，调整后EPS同比大增267%，同时Lumentum2027财年第一财季的指引明显强于预期。国泰海通表示，美股光通信公司业绩指引强化基本面，看好通信拐点机会。开源证券则认为，光通信产业趋势的可持续性，首要锚定北美四大云厂商资本开支预期与下游商业化落地进展两大指标。开源证券重申光通信景气度上行确定性，建议高度重视光通信产业链。","market":"fut","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/1478861.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_zhitongcaijing","symbols":["LUMA","LU0012050646.USD","LU0240877869.USD","LU0823414551.USD","LITG","LITX","LU0106261612.USD","LU2249611893.SGD","LU2360107168.USD","LU0289739343.SGD","LU0240878834.USD","LU2357125470.USD","LU1861220033.SGD","LU0205194284.USD","LU0289961442.SGD","EGGY","LAZR","LU0511384066.AUD","LITE","LU1861215975.USD","LU0205193047.USD","BK4588","LU2543165471.USD","LU2506951792.HKD","BK4020","LU2290526834.HKD","BK4585","LU0348723411.USD","LU0823414478.USD","LU2294711713.HKD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":10,"totalSize":400,"code":"91000000","status":"200"}]}}