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Lumentum Holdings Inc.

973.52

-21.8900-2.20%

成交量：243.37万

成交额：23.64亿

市值：881.84亿

市盈率：-10.47

高：993.00

开：971.79

低：952.01

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：0.95

换手率：2.71%

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：18.99

市盈率(LYR):-10.47

数据加载中...

总览公司新闻资讯公告

异动解读｜Lumentum Holdings盘前上涨3.24%，连续回调后光通信板块超跌反弹

异动解读｜Lumentum Holdings盘中下跌3.43%，投行下调目标价叠加光通信板块普跌

康宁、Lumentum、Coherent、Credo盘前均跌超3%

东方财富Choice...

异动解读｜Lumentum Holdings盘前下跌3.91%，AI硬件板块估值回调压力延续

芯片行业高管驳斥算力过剩论：AI需求"几乎无限"，能源才是瓶颈

异动解读｜Lumentum Holdings夜盘下跌3.15%，报776.77美元

一周美股牛榜 | 慧与科技周涨近18%，Meta涨近15%，阿克迈、希捷涨超11%，博通涨近11%

老虎资讯综合

AI硬件股抛售潮：估值重置而非需求疲软

异动解读｜Lumentum Holdings盘前下跌3.01%，报764.99美元

盘前异动 | 半导体、存储和光通信板块回落，英特尔跌近3%，美光、闪迪跌超2%；热门中概股普涨

老虎资讯综合

ETF日报｜2倍做多Lumentum ETF涨超22%；三倍做多半导体ETF涨超10%；成长风格走强

今夜！光通信、存储、芯片，集体暴涨

美股异动 | 光通信概念股普涨 Lumentum(LITE.US)涨逾12%

光通信股全线扬升 Lumentum(LITE)领涨12.43% 机构指光通信板块维持高景气度

异动解读 | 光通信板块集体上扬，Lumentum Holdings盘中大涨7%

光通信概念股Lumentum盘初迅速拉升，涨近10%

每日经济新闻

异动解读｜Lumentum Holdings盘中上涨7.1%，光通信板块集体反弹

异动解读｜Lumentum Holdings盘前上涨3.38%，报731.29美元

盘前异动 | 半导体、存储、光通信板块上扬，康宁涨超5%，迈威尔科技涨超4%，美光涨超3%

老虎资讯综合

异动解读｜Lumentum Holdings盘前下跌3.26%，光通信板块延续分化调整

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16:30","pubTimestamp":1783931441,"startTime":"0","endTime":"0","summary":"美股光通信概念股康宁、Lumentum、Coherent、Credo盘前均跌超3%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607133803794686.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/202607133803794686.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":["BK4157","LU2272731782.SGD","CRDO","LU1548497426.USD","LU0289739343.SGD","GLWG","IE00B7SZL793.SGD","LU1992135472.HKD","LITE","LU0240878834.USD","IE00B19Z4B17.USD","LU2322448791.USD","EGGY","LU2211815571.USD","LU2272731865.HKD","LU2322448957.HKD","LU1720051017.SGD","LU0289961442.SGD","BK4148","LU2543165471.USD","SPRX","LU2265009873.SGD","LU2357305700.SGD","LU1992135399.USD","BK4020","IE0009354923.USD","IE00BFMHRM44.USD","BK4512","IE0031619046.USD","LU0205194284.USD","LU0274383776.USD","LU0511384066.AUD","LITX","COHX","LU0719512351.SGD","LU0205193047.USD","LU2089985449.USD","BK4588","LU2360107168.USD","SGXZ81514606.USD","LU2473716301.USD","LU1861215975.USD","SGXZ51526630.SGD","SGXZ99366536.SGD","LU2272731600.USD","LU0240877869.USD","LU0106261612.USD","LU2931357623.SGD","LU0348723411.USD","CRDU","LU1804176565.USD","BK4585","COHR","LU0053671581.USD","GLW","LU1861220033.SGD","LU2290526834.HKD","LU1720051108.HKD","LU0082616367.USD","IE00B66KJ199.SGD","RULE","BK4141","LU0012050646.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1195431564","title":"异动解读｜Lumentum Holdings盘前下跌3.91%，AI硬件板块估值回调压力延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1195431564","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1195431564?lang=zh_cn&edition=fundamental","pubTime":"2026-07-13 16:05","pubTimestamp":1783929950,"startTime":"0","endTime":"0","summary":"7月13日，Lumentum Holdings盘前下跌3.91%，报770.03美元/股，成交额345.71万美元。消息面上，AI硬件板块近期持续面临估值回调压力。投行Stifel此前指出，当前市场预期已超前于基本面，AI硬件股的抛售应视为估值重置而非需求疲软，Lumentum被列为估值已大幅压缩的标的之一。该股7月9日曾受AI算力利好带动大涨逾12%，但随后连续多日回落，板块修复动能减弱。当前通信设备行业整体承压，同板块Applied Optoelectronics跌4.45%，Ciena科技跌2.66%，诺基亚跌1.05%，行业联动下行态势明显。","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":"2651160409","title":"芯片行业高管驳斥算力过剩论：AI需求\"几乎无限\"，能源才是瓶颈","url":"https://stock-news.laohu8.com/highlight/detail?id=2651160409","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651160409?lang=zh_cn&edition=fundamental","pubTime":"2026-07-13 11:44","pubTimestamp":1783914240,"startTime":"0","endTime":"0","summary":"　　芯片股近期剧烈波动引发市场对AI需求放缓的担忧，但多位行业高管明确表示，这一担忧言过其实。多家数据中心及芯片企业高管也相继发声，称当前市场需求远超供给能力，算力过剩的说法与其实际经营状况不符。这一趋势引发外界对企业AI支出能否持续的疑虑，但多位高管认为，这种理性化调整恰恰有助于需求的长期延续。","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://finance.sina.com.cn/stock/hyyj/2026-07-13/doc-inihrnpc7553251.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":["LU2458330243.SGD","LU2023250843.SGD","LU1633808545.USD","IE00BQXX3D17.EUR","BK4605","BK4020","IE00B7KXQ091.USD","IE00BMPRXQ63.HKD","LU0708994859.HKD","LU0985489474.SGD","LU2461242641.AUD","LU1244550221.USD","NVYY","ANV","FBY","LU0198837287.USD","LU1670627923.USD","LU0079474960.USD","LU2133065610.SGD","LU0444971666.USD","IE00BHPRN162.USD","LU0672654240.SGD","LU2237957811.SGD","BK4077","LU2213496289.HKD","LU1564329628.SGD","RSPC","IE000WAW04H5.SGD","HK0000304805.HKD","LU1084165304.USD","IE00B19Z3581.USD","LU1861220033.SGD","LU2430703095.HKD","LU1670710588.SGD","LU0256863902.USD","LU1670710661.SGD","LU1127390331.HKD","LU2023251221.USD","BK4535","LU1720051017.SGD","LU0787776722.HKD","LU1066051498.USD","INTW","LU2097344431.USD","NVDO","LU1400636574.HKD","LU2106854487.HKD","LU1868836914.USD","LU1116320901.HKD","NVDQ","LU0310799852.SGD","LU1823568750.SGD","LU0878866978.SGD","LU0158827948.USD","LU2394011477.USD","FBL","LU2552382132.HKD","LU0323239441.USD","LU2168564495.EUR","LU2462591350.SGD","METV","IE00B1XK9C88.USD","LU0965509010.AUD","IE000M9KFDE8.USD","LU0265550946.USD","LU0965509101.SGD","LU1261432733.SGD","LU2413666426.HKD","FTXL","LU2420271590.USD","SHOC","LU0094547139.USD","LU0029864427.USD","LU0912757837.SGD","USD","SG9999015341.SGD","LU2237443978.SGD","IE000KEQY171.SGD","SG9999015986.USD","SNPE","LU0444973449.USD","IE00BQXX3C00.GBP","BK4581","LU0069063385.USD","LU2505996681.GBP","LU1244550494.USD","LU1989772840.SGD","BK4527","LU0157215616.USD","IE00B19Z3B42.SGD","LU2317271919.USD","LU2360106780.USD","LU0784384876.USD","LU0345768153.USD","SG9999001424.SGD","LU2111349929.HKD","ROM","HK0000914660.USD","BK4524","LU0061475181.USD","LU1037948897.HKD","07388","LU0238689110.USD","LU0689626769.HKD","LU2954938101.SGD","USXF","LU2746668461.USD","LU0965508806.USD","LU1983260115.SGD","LU1489326972.SGD","SMH","LU0097036916.USD","LU1280957306.USD","LU0205193047.USD","LU1674673428.USD","NVDY","LU1821325948.USD","LU1861558580.USD","LU0006306889.USD","LU2244417387.USD","LU1066053197.SGD","IE000ITXATA3.USD","LU0080751232.USD","LU0154236417.USD","LU2592432038.USD","LU0072462426.USD","LU2272731782.SGD","LU0980610538.SGD","LU2473716301.USD","IE000W1ABFV2.USD","LU2249611893.SGD","QQQA","SG9999015978.USD","LU0889565833.HKD","LU0353189680.USD","IE00BYXW3230.USD","LU0724617625.USD","LU0234570918.USD","LU2433249047.HKD","LU1935043536.SGD","LU2211815571.USD","LU2028103732.USD","NVII","IE00BN29S564.USD","LU1201861249.SGD","LU1629891620.HKD","IE00B4YYXB79.USD","NVDB","BK4585","LU2860962120.EUR","LU1670756490.USD","LU2491049909.HKD","LU1992135472.HKD","LU1732800096.USD","LU2047632596.USD","LU0211328371.USD","LU1697837992.HKD","IE0004086264.USD","LU2290526834.HKD","LU1852331112.SGD","LU1699723380.USD","LU1880398471.USD","LU1670711123.USD","BK4533","LU0082616367.USD","LU2250418816.HKD","LU2417539215.USD","LU0070302665.USD","IE00BKDWB100.SGD","TRFK","LU1496350171.SGD","LU2092937148.SGD","IE00B19Z8W00.USD","LU1914381329.SGD","LU0158827781.USD","SG9999014559.SGD","LU0476273544.USD","LU0345769128.USD","LU1934455277.USD","LU0949170426.SGD","LU2097344357.USD","LU2125154778.USD","BK4534","SG9999000418.SGD","LU1839511570.USD","LU0072461881.USD","LU0321505868.SGD","LU1923622291.USD","IXN","IE0004445015.USD","LU2237438978.USD","BK4575","LU0314104364.USD","LU2264538146.SGD","AIFD","LU1988902786.USD","VOX","LU2237443895.HKD","LU0784383803.USD","LU0640476718.USD","LU0234572021.USD","LU2637965513.SGD","HK0000819398.USD","LU0096364046.USD","LU0162691827.USD","LU0868494617.USD","LU1935043023.USD","SPTE","IE00BQXX3F31.USD","LU1720051108.HKD","IE00B3SWFQ91.USD","SG9999004303.SGD","BK4614","LU1046421795.USD","NVDW","IE00B3M56506.USD","IE00BZ199S13.USD","LU2272731600.USD","LU0985320562.USD","LU2404859741.USD","LU1366333091.USD","FTEC","LU0823414551.USD","FBYY","LU0345770993.USD","LU0081259029.USD","LU1267930730.SGD","BK4598","LU1037948541.HKD","IE0001KFT4U8.USD","LU2322448791.USD","LU1232071149.USD","3NVD.UK","LU0642271901.SGD","NVDS","BK4141","CHPS","LTL","IE00BFSS7M15.SGD","FCOM","LU2236285917.USD","ARTY","LU0077335932.USD","NVDS.UK","LU0823421416.USD","LU0861579265.USD","LU1815336760.USD","LU0174119429.USD","LU0267386448.USD","LU0289960550.SGD","LU0308772762.SGD","BK4551","LU2092627202.USD","LU1804176565.USD","IE000MB6IJN5.SGD","LU2168564222.USD","LU0057025933.USD","LU224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Holdings夜盘下跌3.15%，报776.77美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1153518453","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153518453?lang=zh_cn&edition=fundamental","pubTime":"2026-07-13 11:05","pubTimestamp":1783911914,"startTime":"0","endTime":"0","summary":"7月13日，Lumentum Holdings夜盘下跌3.15%，报776.77美元/股，成交额988.49万美元。Lumentum Holdings所在的通信设备行业中，个股中，思科跌0.23%，Arista Networks跌1.6%，Applied Optoelectronics跌2.99%，诺基亚跌2.89%，Ciena科技跌2.0%。Lumentum控股公司是一家行业领先的光学和光子产品供应商，面向光通信和商用激光器等终端市场，核心布局包括用于消费电子产品的成像和传感以及用于各种消费和工业应用的二极管光源。","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":"1195081548","title":"一周美股牛榜 | 慧与科技周涨近18%，Meta涨近15%，阿克迈、希捷涨超11%，博通涨近11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1195081548","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1195081548?lang=zh_cn&edition=fundamental","pubTime":"2026-07-13 10:52","pubTimestamp":1783911124,"startTime":"0","endTime":"0","summary":"标普500涨幅靠前个股主要集中在AI基础设施、云安全、存储和半导体供应链方向。慧与科技本周涨近18%，受AI基础设施合作、HPE Juniper Networking渠道扩展、与英伟达合作部署AI云基础设施等消息推动；Meta涨近15%，市场关注其付费AI模型Muse Spark 1.1及Meta Model API商业化；阿克迈涨超11%，入选World Wide Technology的ARMOR AI框架战略安全合作伙伴；希捷科技涨超11%，获富国银行上调评级及目标价；博通涨近11%，与苹果达成延续至2031年的芯片供应协议。","market":"us","thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20"],"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":"一周美股牛榜 | 慧与科技涨近18%，Meta涨近15%，阿克迈、希捷涨超11%，博通涨近11%","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["META","DLLL","METW","LITE","AVGO","ANET","AVL","ANEL","AVS","LITX","FBYY","HPQ","AVGW","SNDK","STX","SNDC","FBY","AVGG","SNDU","SNDQ","METD","AVGX","AKAM","METU","SNDG","DELL","FBL","SNXX","HPE","AVGU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1197381430","title":"AI硬件股抛售潮：估值重置而非需求疲软","url":"https://stock-news.laohu8.com/highlight/detail?id=1197381430","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197381430?lang=zh_cn&edition=fundamental","pubTime":"2026-07-11 01:47","pubTimestamp":1783705669,"startTime":"0","endTime":"0","summary":"近期AI硬件板块的抛售潮，应被视为市场估值的一次理性回调，而非硬件需求减弱的信号。投行Stifel在一份报告中指出，当前市场的预期已超前于基本面，导致股价出现调整。对于投资者而言，Stifel建议关注两类股票：一类是估值已大幅压缩的个股，例如天弘科技、捷普科技、TTM科技和Lumentum Holdings Inc.；另一类则是业绩修正幅度有望超越估值倍数的公司，如Ciena科技、Viavi Solutions 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16:01","pubTimestamp":1783670462,"startTime":"0","endTime":"0","summary":"7月10日，美股三大股指期货涨跌不一，道指期货涨0.14%，标普500指数期货跌0.21%，纳指期货跌0.5%。半导体板块盘前普跌，英特尔跌近3%，迈威尔科技、阿斯麦跌超1%，AMD跌近1%；存储概念股盘前集体下跌，美光、闪迪跌超2%；光通信概念股盘前下挫，AAOI、LITE跌近2%，COHR跌超1%；热门中概股盘前普涨，百度涨超2%，京东、阿里巴巴涨超1%。","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":["LU2458330169.SGD","IE00BLSP4452.SGD","IE00B7SZL793.SGD","IE00B66KJ199.SGD","LU2750360997.AUD","BK4534","AMDD","IE00BFMHRM44.USD","LU0203345920.USD","BK4550","LU0061475181.USD","AMYY","BK4554","IE00B5949003.HKD","LU0157215616.USD","AMDU","LU1084165304.USD","SNDU","BK4581","DRAM","GB00BDT5M118.USD","BK4612","IE00BK4W5L77.USD","LU0444973449.USD","LU1720051017.SGD","SG9999001424.SGD","LU0889566641.SGD","BIDG","KBDU","IE000F7OJYX1.SGD","LU2089985449.USD","BABU","159582","ASMG","LU0109392836.USD","LU2272731600.USD","AMDY","BIDU","SOXY","BK4602","IE00BBT3K403.USD","LU2272731865.HKD","AMD","IE00BMPRXN33.USD","COHR","CHPS","AMDW","IE00B19Z3581.USD","LU1119994496.HKD","STX","LU0823421416.USD","LU1267930813.SGD","TEKX","LU1642822529.SGD","MU","LINT","XPEG","SSG","INTW","LU0787776722.HKD","LU1803068979.SGD","BK4605","LU1169589451.USD","BK4588","IE00B7SZLL34.SGD","LU1169590202.USD","LU1868836757.USD","LU0187121727.USD","WDC","LU0889565833.HKD","LU2322448957.HKD","IE00BMPRXQ63.HKD","HK0000304805.HKD","BK4515","LU1815336760.USD","LU1989764664.SGD","LU0238689110.USD","AMDG","CNAV","JD","LU0719512351.SGD","LU2211815571.USD","AMUU","LU2471134952.CNY","LU2931357623.SGD","LU0683600562.USD","IE00BMPRXR70.SGD","LU0081259029.USD","BABX","LU1548497426.USD","LU0642271901.SGD","LU1914381329.SGD","IE000SO60NU8.SGD","SNXX","LU0056508442.USD","LU1861220033.SGD","BK4512","LU0203347892.USD","LU1868836591.USD","LU1861215975.USD","BK4604","BBYY","LU1868836914.USD","LU1992135399.USD","LU2048586759.USD","LU1868837136.USD","PSI","USD","BK4529","IE00BN8TJ469.HKD","LU1720051108.HKD","MRVU","IE00BK4W5M84.HKD","LU0127658192.USD","LU2272731782.SGD","BK4533","LU1316542783.SGD","LU2764262908.HKD","LU0859254822.USD","LU2764263039.SGD","COHX","LU1261432733.SGD","SOXL","VGT","SOXS","BK4141","LU1868837300.USD","LU2054465674.USD","LITE","LU2360106780.USD","BABW","AAOX","IE0000B7K699.USD","LU2286300806.USD","LU2322448791.USD","LU0082616367.USD","LU2360107168.USD","LU2471134879.HKD","PTF","LU1323610961.USD","GLWG","BK4020","BK4543","LU0348723411.USD","LU1823568750.SGD","LU2244417387.USD","XPEV","BABO","MULL","LU2750360641.GBP","LU1235294995.USD","LU2250418816.HKD","RAM","LU2098885051.SGD","LU2764263203.CNY","BK4532","MUD","LU0054578231.USD","BK4170","LU0321505439.SGD","ASMU","SNDK","LITX","LU2543165471.USD","BK4148","LU2357305700.SGD","IE0002270589.USD","BK4575","LU1366333091.USD","BK4579","SMH","LU1852331112.SGD","IE0031619046.USD","LU2290526834.HKD","IE00B19Z3B42.SGD","LU1989764748.USD","LU0963586101.USD","SG9999000418.SGD","SMHX","AAOI","LU0154236417.USD","MUU","LU0096364046.USD","LU1303367103.USD","LU0823434583.USD","LU0274383776.USD","HK0000304797.USD","MRVL","LU0792757196.USD","IE000BZT7R73.USD","INTC","AMDL","KJD","IE000M9KFDE8.USD","DAMD","IE00B19Z4B17.USD","LU0444971666.USD","LU2458330243.SGD","CHPY","SOXQ","LU0097036916.USD","LU2471134523.USD","BK4566","BK4585","ASML","LU1992135472.HKD","IE000WAW04H5.SGD","LU0823434740.USD","LU2473716301.USD","IE000MB6IJN5.SGD","LU0823421333.USD","IE0009356076.USD","LU0149725797.USD","BABA","KBAB","IE00BLSP4239.USD","BK4553","LU2720916845.USD","SOXX","FTXL","LU0957808578.USD","LU1046421795.USD","LU2148611432.USD","LU2357627491.SGD","LU0321505868.SGD","LU0476273544.USD","GLW","BK4535","MVLL","XSD","LU0786609619.USD","WDCX","BK4527","LU2471134796.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1107886755","title":"ETF日报｜2倍做多Lumentum 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| 光通信板块集体上扬，Lumentum Holdings盘中大涨7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1181825458","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1181825458?lang=zh_cn&edition=fundamental","pubTime":"2026-07-09 21:38","pubTimestamp":1783604308,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc.（股票代码：LITE）今日盘中大涨7.00%，表现引人注目。消息面上，光通信概念股板块在盘前集体上扬，带动了Lumentum Holdings股价的上涨。据相关市场报道，光通信板块整体表现强劲，板块内多家公司股价上涨，这可能是推动Lumentum Holdings盘中进一步走强的主要原因。","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":"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":"2650992768","title":"光通信概念股Lumentum盘初迅速拉升，涨近10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2650992768","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2650992768?lang=zh_cn&edition=fundamental","pubTime":"2026-07-09 21:38","pubTimestamp":1783604288,"startTime":"0","endTime":"0","summary":"光通信概念股Lumentum盘初迅速拉升，涨近10%","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607093800345031.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/202607093800345031.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":["LU0348723411.USD","LU0289739343.SGD","LU2360107168.USD","BK4020","LU2290526834.HKD","LU2543165471.USD","LITX","EGGY","BK4588","LU0240877869.USD","LITE","LU0511384066.AUD","LU0205193047.USD","LU0289961442.SGD","LU1861215975.USD","LU0012050646.USD","LU0240878834.USD","BK4585","LU1861220033.SGD","LU0106261612.USD","LU0205194284.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1109579783","title":"异动解读｜Lumentum Holdings盘中上涨7.1%，光通信板块集体反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1109579783","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1109579783?lang=zh_cn&edition=fundamental","pubTime":"2026-07-09 21:37","pubTimestamp":1783604232,"startTime":"0","endTime":"0","summary":"7月9日，Lumentum Holdings盘中上涨7.1%，报774.285美元/股，成交额4.48亿美元。消息面上，AI光通信板块在经历6月底以来的持续分化调整后迎来集体反弹，同板块Ciena科技涨7.55%、Applied Optoelectronics涨6.55%、诺基亚涨4.77%，行业联动效应显著。此前Lumentum自6月26日单日跌超7%以来，7月多个交易日连续下挫，短期超跌后修复动能释放。基本面方面，英伟达此前向Lumentum投资20亿美元并达成战略协议，公司总营收近乎翻倍至8.08亿美元，当季预期营收9.6亿至10亿美元。","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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1170695183","title":"异动解读｜Lumentum Holdings盘前上涨3.38%，报731.29美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1170695183","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1170695183?lang=zh_cn&edition=fundamental","pubTime":"2026-07-09 16:07","pubTimestamp":1783584441,"startTime":"0","endTime":"0","summary":"7月9日，Lumentum Holdings盘前上涨3.38%，报731.29美元/股，成交额409.97万美元。Lumentum Holdings所在的通信设备行业中，个股中，Applied Optoelectronics Inc.涨4.84%，诺基亚涨2.17%，Arista Networks涨1.39%，Ciena科技涨1.35%，思科涨0.17%。Lumentum控股公司是一家行业领先的光学和光子产品供应商，面向光通信和商用激光器等终端市场，核心布局包括用于消费电子产品的成像和传感以及用于各种消费和工业应用的二极管光源。","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":"1139805912","title":"盘前异动 | 半导体、存储、光通信板块上扬，康宁涨超5%，迈威尔科技涨超4%，美光涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1139805912","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1139805912?lang=zh_cn&edition=fundamental","pubTime":"2026-07-09 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Holdings盘前下跌3.26%，光通信板块延续分化调整","url":"https://stock-news.laohu8.com/highlight/detail?id=1125151307","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1125151307?lang=zh_cn&edition=fundamental","pubTime":"2026-07-08 16:39","pubTimestamp":1783499988,"startTime":"0","endTime":"0","summary":"7月8日，Lumentum Holdings盘前下跌3.26%，报676.6美元/股，成交额477.58万美元。消息面上，AI光通信板块近期持续分化调整，市场已不再简单交易概念，而是开始区分客户绑定、订单确定性、CPO落地节奏和估值位置，高弹性标的回落压力显著。Lumentum此前在6月26日单日跌超7%，7月以来多个交易日连续下挫，短期波动明显加剧。尽管英伟达此前向Lumentum投资20亿美元并达成战略协议，但公司当前市盈率超120倍，估值消化压力仍构成制约。","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":18,"totalSize":400,"code":"91000000","status":"200"}]}}