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Lumentum Holdings Inc.

964.21

-31.7736-3.19%

成交量：26.61万

成交额：2.56亿

市值：873.40亿

市盈率：-10.37

高：972.00

开：971.79

低：956.98

收：995.41

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：7.14

换手率：0.30%

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：18.81

市盈率(LYR):-10.37

数据加载中...

总览公司新闻资讯公告

异动解读｜Lumentum Holdings盘后下跌3.52%，AI基建资本开支担忧持续拖累光通信板块

美股异动｜光通信概念股板块重挫，康宁跌近19%，AXT跌超15%，AAOI跌近14%，COHR、 LITE跌超12%

老虎资讯综合

光通信板块下滑明显 Lumentum（LITE）跌11.69% 康宁业绩指引与资本模式引分歧

异动解读 | AI基建资本开支担忧蔓延，Lumentum盘中大跌8.77%

异动解读｜Lumentum Holdings盘中下跌5.9%，AI基建资本开支担忧蔓延拖累光通信板块

异动解读 | AI基建资本开支担忧蔓延，Lumentum盘前大跌5%

异动解读｜Lumentum Holdings盘前下跌3.23%，报690.9美元

美股光通信板块盘前延续跌势，康宁、迈威尔科技、Coherent跌超3%，Lumentum、Ciena跌超2%。

异动解读｜Lumentum Holdings夜盘下跌3.01%，报690.5美元

Bitget UEX 日报｜特朗普称美伊谈判窗口有限；苹果市值超越英伟达重回全球第一；美股涨跌不一存储与光通信承压 (2026年07月28日)

异动解读｜Lumentum Holdings盘中下跌3.58%，报735.64美元

异动解读｜Lumentum Holdings夜盘上涨3.05%，谷歌上调资本开支叠加光器件供需紧张持续提振

美股芯片股为何集体重挫？四大利空同时压向AI产业链

老虎资讯综合

美股异动 | 光通信概念股普跌，Applied Optoelectronics跌逾8%

异动解读｜Lumentum Holdings盘中下跌3.19%，报802.17美元

异动解读 | 多家投行密集唱多叠加光器件供应短缺，Lumentum盘中大涨5.07%

异动解读｜Lumentum Holdings盘中上涨4.24%，多家投行密集看多叠加光器件供应短缺逻辑持续强化

美股存储股、光通信股逆市上扬，SK海力士升逾5%，美光、Lumentum升 3%

老虎资讯综合

异动解读｜Lumentum Holdings盘前上涨3.05%，巴克莱上调评级叠加半导体板块强势反弹延续提振

异动解读｜Lumentum Holdings夜盘上涨3.05%，巴克莱上调评级叠加半导体板块强势反弹延续提振

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Inc跌14.13%，康宁跌16.20%。消息面上，康宁发布二季度财报，核心销售额47.4亿美元，同比增长17%，超预期约2.3%。核心运营利润率20.9%，同比扩张190个基点。核心ROIC14.9%，同比提升180个基点。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303120","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":["LU0545039389.USD","IE000KEQY171.SGD","LU2087621335.USD","LU1670756490.USD","SGXZ81514606.USD","LU0444971666.USD","BK4608","LU2065171402.SGD","SG9999000418.SGD","LU1119994496.HKD","LU0345768740.USD","LU2746668461.USD","SG9999014906.USD","LU1804176565.USD","LU2347655073.USD","QQQA","LU2237443978.SGD","LU1732799900.SGD","LU2326559502.SGD","LU2357125470.USD","LU2417539215.USD","LU1548497426.USD","LU1064131342.USD","IE0034235295.USD","IE00BDCRKT87.USD","WUGI","GTEK","LU0466842654.USD","BK4532","LU1235294995.USD","LU1989764748.USD","LU2286300806.USD","MRVU","LU0965509101.SGD","LU1366333091.USD","NVDB","LU2089284900.SGD","IE00B775SV38.USD","LU0345769631.USD","IE00BLSP4452.SGD","IE00BJLML261.HKD","LU0124676726.USD","LU0963586101.USD","BK4534","LU1202635105.USD","LU1914381329.SGD","COHC","LU1267930573.SGD","LU2491050154.USD","LU0417517546.SGD","LU0719512351.SGD","LU1116320901.HKD","LU2236285917.USD","LU2272731865.HKD","VT","LU0323240290.USD","LU2098885051.SGD","LU0081259029.USD","LU0128525929.USD","LU1935043023.USD","LU2750360997.AUD","NVDS","MRVL","BK4515","LU0158827948.USD","LU2458330169.SGD","LU2028103732.USD","IE0009356076.USD","LU1400636574.HKD","LU0345770993.USD","LU1852331112.SGD","LU2487616109.SGD","LU0251132253.USD","SGXZ99366536.SGD","BK4543","LU1868837300.USD","LU2471134952.CNY","LU0077335932.USD","LU0157215616.USD","LU1923622614.USD","LU0205193047.USD","LU1974910355.USD","BK4141","LU0395794307.EUR","IE00BWXC8680.SGD","NVDO","LU2211815571.USD","LU0174119429.USD","LU1917777945.USD","LU0265550946.USD","AGOX","SGXZ51526630.SGD","IE00B4JS1V06.HKD","LU0823434583.USD","LU0348723411.USD","LU0820562030.AUD","LU2294711713.HKD","LU2430703178.SGD","LU0738911758.USD","HK0000304805.HKD","ABFL","LU0029864427.USD","SMHX","USXF","LU2237957902.USD","IE00BD6J9T35.USD","LU0661504455.SGD","LU2543165471.USD","IE00BMPRXR70.SGD","LU1861220033.SGD","SHOC","LU0672654240.SGD","SG9999015986.USD","LU2471134796.USD","LU1633808545.USD","LU1721428933.USD","LU2458330243.SGD","LU0820561818.USD","LU1169589451.USD","LU2637965513.SGD","LU1803068979.SGD","FXL","IE00BDRTCR15.USD","IE00BFMHRM44.USD","LU1267930490.SGD","SG9999018865.SGD","LU2242650005.HKD","SG9999017495.SGD","NULC","LFGY","LU0820561909.HKD","IE00B7KXQ091.USD","AIFD","LU1366192091.USD","LU1674673691.USD","LU0154245673.USD","LU0342679015.USD","SG9999015358.SGD","BK4148","LU2237443622.USD","LU2242649171.HKD","IE00B3SWFQ91.USD","LU0965509283.SGD","IE0004445239.USD","LU1551013425.SGD","IE0009G5SDU7.USD","LU1232071149.USD","BK4549","ALAB","HK0000306685.HKD","LU0154245756.USD","LU2413666426.HKD","LU2552382215.SGD","LU1066051225.USD","LU0210528500.USD","LU2552382132.HKD","LU2168564149.EUR","LU2065171311.SGD","BK4529","LU2237438978.USD","JGRO","SG9999018857.SGD","LU0708995401.HKD","LU2322448957.HKD","LU1712237335.SGD","LU2322448791.USD","LU1629891620.HKD","LU1868837136.USD","LU0070217475.USD","LU1244550494.USD","IE00BJTD4V19.USD","BK4598","IE0009354923.USD","BK4548","NVDU","LU1861215975.USD","LU2265009873.SGD","SMH","LU2290526834.HKD","LU1084165304.USD","LU1316542783.SGD","BK4588","LU2191332357.HKD","LU2954938101.SGD","LU0889565833.HKD","SG9999014567.USD","XSD","EFIV","LU1069347547.HKD","IE00BJJMRX11.SGD","IE00BK4W5M84.HKD","IE00BMPRXQ63.HKD","LU0053671581.USD","LU0494093205.USD","LU2602419157.SGD","BK4585","IE00BKVL7J92.USD","SG9999014880.SGD","SOXY","IE0004086264.USD","LU2430703095.HKD","LU0069063385.USD","LU0109391861.USD","IE00BQXX3D17.EUR","LU1645745479.HKD","LU1244550221.USD","SG9999014542.SGD","LU0308772762.SGD","LU1868836591.USD","LU2347655156.SGD","LU2361045086.USD","CRDU","NVDQ","XNTK","LU0234572021.USD","LU0708994859.HKD","LU1169590202.USD","LU1674673428.USD","LU0106261372.USD","XITK","IE00B5949003.HKD","LU2097344431.USD","HK0000914686.HKD","LU2433249047.HKD","LU0096364046.USD","IE00B66KJ199.SGD","LU1267930730.SGD","LU2089283258.USD","LU2125909247.SGD","NVIW.SI","IE00BFSS7M15.SGD","LU0320765059.SGD","SGXZ23171101.USD","07388","HK0000320264.USD","LU0689626769.HKD","IETC","LU1127390331.HKD","LU1934455194.USD","LU2237443465.HKD","IE00B19Z8W00.USD","LU0354030438.USD","LU0211328371.USD","LU2999663052.SGD","RULE","SG9999015952.SGD","LU0240877869.USD","GLW","LU2505996509.AUD","LU2471134523.USD","TYLG","HK0000304797.USD","LU0158827781.USD","LU1839511570.USD","LU0205194284.USD","LU2756315318.SGD","LU0187121727.USD","LU0965508806.USD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| AI基建资本开支担忧蔓延，Lumentum盘中大跌8.77%","url":"https://stock-news.laohu8.com/highlight/detail?id=1194224332","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1194224332?lang=zh_cn&edition=fundamental","pubTime":"2026-07-28 21:42","pubTimestamp":1785246138,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc.今日盘中股价大跌8.77%，引发市场广泛关注。作为光通信器件供应商，Lumentum的股价走势与整个光通信板块同步走弱。消息面上，市场对AI基础设施资本开支节奏的担忧情绪持续蔓延，光通信板块整体承压。光模块与高速互连需求高度依赖AI数据中心资本开支，当市场对AI基建投入节奏产生疑虑时，光通信作为上游敏感环节率先承压。整体来看，光通信板块走势与存储、芯片形成共振，显示AI硬件链条整体进入预期修正阶段。","market":"sg","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":"1189465351","title":"异动解读｜Lumentum Holdings盘中下跌5.9%，AI基建资本开支担忧蔓延拖累光通信板块","url":"https://stock-news.laohu8.com/highlight/detail?id=1189465351","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189465351?lang=zh_cn&edition=fundamental","pubTime":"2026-07-28 21:33","pubTimestamp":1785245590,"startTime":"0","endTime":"0","summary":"7月28日，Lumentum Holdings盘中下跌5.9%，报649.77美元/股，成交额3.03亿美元。消息面上，市场对AI基础设施资本开支节奏的担忧情绪持续蔓延，光通信板块整体承压。前一交易日Lumentum已下跌近7%，与Coherent等光通信个股同步走弱，资金正从\"AI基建高投入、回报不确定\"的硬件叙事转向更为谨慎的定价。行业内Applied Optoelectronics跌10.41%、Ciena科技跌8.78%、诺基亚跌4.6%、Arista Networks跌4.19%，板块呈现普跌格局。公司下次财报预计于8月11日盘后发布，市场预期每股收益为2.62美元。","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":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1141851919","title":"异动解读 | AI基建资本开支担忧蔓延，Lumentum盘前大跌5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1141851919","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141851919?lang=zh_cn&edition=fundamental","pubTime":"2026-07-28 19:26","pubTimestamp":1785237995,"startTime":"0","endTime":"0","summary":"光通信器件供应商Lumentum Holdings Inc.今日盘前大幅下挫5%，延续了前一交易日的弱势表现，引发市场关注。消息面上，光通信板块整体承压，主要受到市场对AI基础设施资本开支节奏的担忧情绪影响。在前一交易日，Lumentum已下跌近7%，与Coherent等光通信个股同步走弱，反映出资金正从\"AI基建高投入、回报不确定\"的硬件叙事转向更为谨慎的定价。","market":"nz","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":"1184422362","title":"异动解读｜Lumentum Holdings盘前下跌3.23%，报690.9美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1184422362","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184422362?lang=zh_cn&edition=fundamental","pubTime":"2026-07-28 16:09","pubTimestamp":1785226182,"startTime":"0","endTime":"0","summary":"7月28日，Lumentum Holdings盘前下跌3.23%，报690.9美元/股，成交额532.5万美元。Lumentum Holdings所在的通信设备行业中，个股中，F5 Inc持平，思科跌0.5%，诺基亚跌2.0%，Arista Networks, Inc.跌2.16%，Applied Optoelectronics 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Holdings夜盘下跌3.01%，报690.5美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1190922437","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1190922437?lang=zh_cn&edition=fundamental","pubTime":"2026-07-28 11:11","pubTimestamp":1785208293,"startTime":"0","endTime":"0","summary":"7月28日，Lumentum Holdings夜盘下跌3.01%，报690.5美元/股，成交额637.7万美元。Lumentum Holdings所在的通信设备行业中，个股中，思科涨0.36%，F5 Inc持平，Arista Networks, Inc.跌1.55%，诺基亚跌3.34%，Applied Optoelectronics 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Holdings盘中下跌3.58%，报735.64美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1195921432","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1195921432?lang=zh_cn&edition=fundamental","pubTime":"2026-07-27 21:56","pubTimestamp":1785160609,"startTime":"0","endTime":"0","summary":"7月27日，Lumentum Holdings盘中下跌3.58%，报735.64美元/股，成交额3.29亿美元。Lumentum Holdings所在的通信设备行业中，个股中，Ondas Holdings Inc.涨4.17%，诺基亚涨1.32%，思科涨0.08%，Arista Networks, Inc.跌0.22%，Applied Optoelectronics Inc.跌0.27%。Lumentum控股公司是一家行业领先的光学和光子产品供应商，面向光通信及商用激光器等终端市场，受益于AI算力扩张驱动的高速互联需求。公司下次财报预计于8月11日盘后发布，市场预期每股收益为2.62美元。","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":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1127989061","title":"异动解读｜Lumentum Holdings夜盘上涨3.05%，谷歌上调资本开支叠加光器件供需紧张持续提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1127989061","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1127989061?lang=zh_cn&edition=fundamental","pubTime":"2026-07-27 08:13","pubTimestamp":1785111190,"startTime":"0","endTime":"0","summary":"7月27日，Lumentum Holdings夜盘上涨3.05%，报786.24美元/股，成交额189.93万美元。消息面上，谷歌母公司Alphabet此前发布财报，将全年资本支出指引上调至1950亿至2050亿美元，同时OpenAI将2030年前算力支出预测从6000亿美元上调至7500亿美元，AI基建军备竞赛持续升级，直接利好光通信上游器件需求。机构层面，巴克莱将Lumentum评级上调至\"超配\"，目标价1000美元；摩根大通维持跑赢大盘评级，目标价上调至1165美元，华尔街均价共识约1126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夜盘上涨3.05%，谷歌上调资本开支叠加光器件供需紧张持续提振","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1103759401","title":"美股芯片股为何集体重挫？四大利空同时压向AI产业链","url":"https://stock-news.laohu8.com/highlight/detail?id=1103759401","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103759401?lang=zh_cn&edition=fundamental","pubTime":"2026-07-25 08:11","pubTimestamp":1784938305,"startTime":"0","endTime":"0","summary":"首先，英特尔财报利好兑现却未能带动股价上涨。与此同时，市场对AI基础设施投资可持续性的讨论也在持续升温。报告指出，AI实验室、云服务商及高端芯片企业之间不断加深的合作关系，虽然有助于巩固产业生态，但也意味着，一旦未来AI需求不及预期，整个产业链将面临更大的系统性风险。","market":"us","thumbnail":"https://static.tigerbbs.com/d76e7073427a99e05e90cedef5654467","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/d76e7073427a99e05e90cedef5654467"],"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":["LITE","SOXX","MUYY","AMZU","CWVX","MSFT","ORCX","CRWU","CRWV","MSFL","MSFY","AMZD","MUU","AMZP","CRWG","GOOGL","MSFU","MULL","AMZN","METD","INTC","GGLS","GOOY","GOOX","CORD","AMZY","MIC","GOOP","CWII","FBYY","FBY","INTW","MSFX","AMZW","MUZ","MU","COHX","GOU","COHR","ORCS","AZYY","MUD","ORCU","ORCL","FBL","LITX","MSFW","GOOW","GGLL","LINT","METU","AMZZ","MSFD","METW","META","MSFO"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2653080437","title":"美股异动 | 光通信概念股普跌，Applied Optoelectronics跌逾8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2653080437","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653080437?lang=zh_cn&edition=fundamental","pubTime":"2026-07-24 22:04","pubTimestamp":1784901860,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周五，光通信概念股普跌，$Applied Optoelectronics(AAOI)$(AAOI.US)跌逾8%，$Credo(CRDO)$ Technology(CRDO.US)跌逾7%，$Coherent(COHR)$(COHR.US)、Lumentum(LITE.US)跌逾6%，$迈威尔科技(MRVL)$(MRVL.US)、POET Technologies(POET.US)跌逾5%，$诺基亚(NOK)$(NOK.US)跌逾4%，$康宁(GLW)$(GLW.US)跌逾3%。","market":"us","thumbnail":"https://static.tigerbbs.com/516cbe31098a2a42f16da93a5544fbb1","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/516cbe31098a2a42f16da93a5544fbb1"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1472194.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":["LUMA","FOTO","LAZR","CRDO","BK4020","IE00B19Z4B17.USD","LITE","MRVU","IE00B66KJ199.SGD","GLW","AAOX","POET","MVLL","SIXG","COHX","LITX","AAOI","IE0031619046.USD","CRDU","GLWG","XITK","IE00B7SZL793.SGD","MRVL","COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1130552419","title":"异动解读｜Lumentum Holdings盘中下跌3.19%，报802.17美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1130552419","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1130552419?lang=zh_cn&edition=fundamental","pubTime":"2026-07-24 21:43","pubTimestamp":1784900603,"startTime":"0","endTime":"0","summary":"7月24日，Lumentum Holdings盘中下跌3.19%，报802.17美元/股，成交额2.11亿美元。Lumentum Holdings所在的通信设备行业中，个股中，诺基亚跌4.27%，Applied Optoelectronics Inc.跌5.51%，思科涨0.07%，Arista Networks, Inc.跌1.18%，Ciena科技跌1.19%。Lumentum控股公司是一家行业领先的光学和光子产品供应商，面向光通信及商用激光器等终端市场，受益于AI算力扩张驱动的高速互联需求。公司下次财报预计于8月11日盘后发布，市场预期每股收益为2.62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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1160931890","title":"异动解读 | 多家投行密集唱多叠加光器件供应短缺，Lumentum盘中大涨5.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=1160931890","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1160931890?lang=zh_cn&edition=fundamental","pubTime":"2026-07-23 22:22","pubTimestamp":1784816559,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc.今日盘中大涨5.07%，引发市场广泛关注。该股自5月高点回调逾30%后，超跌修复动能持续释放，多重利好因素共振推动股价强势反弹。消息面上，巴克莱银行将Lumentum评级从\"平配\"大幅上调至\"超配\"，重申1000美元目标价，指出公司在光网络核心激光器组件领域具备主导地位，供应链短缺短期难以缓解，赋予公司较强定价权，有效支撑产品售价及利润率增长。公司下次财报预计每股收益2.62美元，市场对业绩预期仍偏乐观。","market":"nz","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":"1178977978","title":"异动解读｜Lumentum Holdings盘中上涨4.24%，多家投行密集看多叠加光器件供应短缺逻辑持续强化","url":"https://stock-news.laohu8.com/highlight/detail?id=1178977978","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178977978?lang=zh_cn&edition=fundamental","pubTime":"2026-07-23 21:40","pubTimestamp":1784814037,"startTime":"0","endTime":"0","summary":"7月23日，Lumentum Holdings盘中上涨4.24%，报866.08美元/股，成交额3.44亿美元。消息面上，近期多家投行密集发布看多信号。巴克莱将Lumentum评级从\"平配\"上调至\"超配\"，重申1000美元目标价，指出公司在光网络核心激光器组件领域具备主导地位，供应链短缺短期难以缓解，赋予公司较强定价权，有效支撑产品售价及利润率增长。该股自5月高点回调逾30%后，叠加台积电确认AI芯片需求强劲、瑞银看好EML及泵浦激光器需求前景，超跌修复动能持续释放。","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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1133014865","title":"美股存储股、光通信股逆市上扬，SK海力士升逾5%，美光、Lumentum升 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1133014865","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1133014865?lang=zh_cn&edition=fundamental","pubTime":"2026-07-23 21:38","pubTimestamp":1784813915,"startTime":"0","endTime":"0","summary":"美股存储股、光通信股逆市上扬，SK 海力士升逾 5%，美光、西部数据升 3%； $MaxLinear(MXL)$ 升 6%， $Lumentum Holdings Inc.(LITE)$ 升 3%。","market":"us","thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834"],"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":["SKDD","SKHZ","SK","SKHX","07709","MXL","SKHU","LITE","LITX","SKHY","SKUU","HYNX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1104311195","title":"异动解读｜Lumentum Holdings盘前上涨3.05%，巴克莱上调评级叠加半导体板块强势反弹延续提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1104311195","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104311195?lang=zh_cn&edition=fundamental","pubTime":"2026-07-23 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Holdings夜盘上涨3.05%，报855.0美元/股，成交额68.81万美元。消息面上，巴克莱银行将Lumentum评级由\"平配\"大幅上调至\"超配\"，目标价定为1000美元；摩根大通此前亦将目标价从1130美元上调至1165美元，维持跑赢大盘评级，机构共识均价约1126美元。此外，费城半导体指数近日大涨5.21%，光通信板块整体走强，台积电高管表示AI领域正引发长期结构性需求爆发，持续提振光通信产业链情绪。该股自5月高点回调逾30%后，多重利好共振推动超跌反弹延续。","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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":15,"totalSize":400,"code":"91000000","status":"200"}]}}