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Lumentum Holdings Inc.

987.97

-115.3900-10.46%

成交量：530.74万

成交额：53.71亿

市值：894.93亿

市盈率：-10.63

高：1,102.00

开：1,100.00

低：980.00

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：1.38

换手率：5.92%

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：19.27

市盈率(LYR):-10.63

数据加载中...

总览公司新闻资讯公告

美股光通信股盘前普涨，Lumentum涨1.16%

每日经济新闻

Form 4 | Lumentum Holdings Inc. 高管 Ali Wajid（EVP & Chief Financial Officer）根据10b5-1计划减持24542股

美股光通信股开盘普涨 Lumentum涨0.47%

每日经济新闻

深夜，美股“光”爆发，Coherent涨超10％、Lumentum涨超7％；中东突发，国际油价飙涨

大河财立方

Form 144 | Lumentum Holdings Inc.高管 Wajid Ali拟减持24542股，总价约2573万美元

Lumentum Holdings Inc(LITE)股票10月1日盘中上涨7.76%：真相来了

TradingKey中文

德银公布四季度科技股首选名单：Meta、Shopify、ServiceNow等9股入选，AI投资逻辑正在生变

老虎资讯综合

BUZZ——美股行情动态-Pyxis Oncology、MongoDB、United Therapeutics

异动解读｜Lumentum盘中下跌3.12%，光通信板块整体承压拖累个股表现

BUZZ——美国股市动态-波音、罗宾汉、卢门图姆

Lumentum股价上涨；伯恩斯坦首次覆盖该股，给予“跑赢大盘”评级

伯恩斯坦提升CoherentCorp、Lumentum及Celestica的评级至“跑赢大盘”

广发证券：英伟达CPO放量快于预期 Lumentum有望受益

美股光通信概念股盘初普涨，康宁、Lumentum、POET Technologies涨超4%

老虎资讯综合

异动解读｜Lumentum盘中上涨3.85%，花旗大幅上调目标价至1400美元提振市场信心

广发：英伟达CPO放量快于预期 Lumentum(LITE.US)、Semtech(SMTC.US)有望受益

Lumentum Holdings Inc(LITE)股票9月28日盘中下跌5.26%：原因全解读

TradingKey中文

现货黄金深夜跳水重挫，日内跌4%至4110美元；美股芯片股暴跌，Arm跌9.77%，高通跌7.21%

异动解读｜Lumentum盘中下跌3.13%，多重利空共振拖累光通信板块集体走弱

异动解读｜Lumentum盘中上涨3.21%，AI光互连持续催化叠加行业订单高景气提振股价

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"title":"Form 4 | Lumentum Holdings Inc. 高管 Ali Wajid（EVP & Chief Financial Officer）根据10b5-1计划减持24542股","url":"https://stock-news.laohu8.com/highlight/detail?id=1191551661","media":"公告助手","labels":["insiderTrades"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1191551661?lang=zh_cn&edition=fundamental","pubTime":"2026-10-03 06:01","pubTimestamp":1790978485,"startTime":"0","endTime":"0","summary":"根据最新提交的SEC Form 4文件，Lumentum Holdings Inc.的高管 Ali Wajid于2026年10月1日通过 Rule 10b5-1 交易计划出售了24,542股公司普通股，成交均价约为每股1,048.5美元。交易完成后，Ali Wajid 仍持有75,074股公司普通股。10b5-1计划为预设交易安排，通常减少内幕交易疑虑，表明本次减持更多是出于个人资产配置或既定套现安排，而非即时对公司基本面或股价的直接评价。尽管高管减持在短期内可能被市场视为偏利空信号，但其影响需结合公司业绩表现与其他内部人交易动态综合判断。","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":"Form 4 | 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21:36","pubTimestamp":1790948176,"startTime":"0","endTime":"0","summary":"【美股光通信股开盘普涨，Lumentum涨0.47%】10月2日，美股光通信股开盘普涨，Lumentum涨0.47%，康宁涨2.09%，Coherent涨0.26%，应用光电涨1.90%，Ciena涨2.07%，博通涨1.89%，迈威尔科技涨4.01%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202610023888397974.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/202610023888397974.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","LU0012050646.USD","LU2461242641.AUD","IE00B7KXQ091.USD","LU2089985449.USD","LU0056508442.USD","IE00BKPKM429.USD","LU0472753341.HKD","LU1989772840.SGD","LU2242649171.HKD","LU2764262908.HKD","LU1400636574.HKD","LU1988902786.USD","FDTX","LU0985320562.USD","LU0211327993.USD","LU0942090050.USD","LU2347655073.USD","IE00B19Z9Z06.USD","LU0661504455.SGD","AVGO","LU0957791311.USD","LU2211815571.USD","LU2458330169.SGD","LU0345768740.USD","LU1979441026.SGD","SG9999015945.SGD","LU0157215616.USD","AIS","IE00B19Z9P08.USD","LU1868836591.USD","CIBR","LU2237443895.HKD","LU0868494708.USD","LU0912757837.SGD","LU2237438978.USD","IE00BGHQF631.EUR","IE00B1BXHZ80.USD","LU1551013425.SGD","LU1035775433.USD","LU2168564065.EUR","LU0006306889.USD","IE00B3PB1722.GBP","SG9999002224.SGD","TEK","LU2028103732.USD","MRVX","LU1935042991.SGD","LU0861579265.USD","LU1066051811.HKD","LU1280957306.USD","SGXZ51526630.SGD","LU0348723411.USD","LU0642271901.SGD","LU2756315664.SGD","LU2896262040.SGD","LU2294711713.HKD","IE0004445015.USD","LU1323610961.USD","LU0128525929.USD","LU1674673691.USD","AVL","HK0000914660.USD","LU0240877869.USD","LU2505996509.AUD","LU2065169927.USD","LU2264538146.SGD","LU0726765562.USD","CHAT","MRVU","IE00B19Z8X17.USD","BK4598","LU0476273544.USD","LU0354030511.USD","LU0109392836.USD","LU2092937221.SGD","IE00BJTD4V19.USD","LU0314104364.USD","LU0323239441.USD","LU0719512351.SGD","LU2360107168.USD","IE00BWXC8680.SGD","BK4551","LU0198837287.USD","LU1935042488.USD","LU2265009873.SGD","LU0256863902.USD","LU1244550221.USD","LU0823414551.USD","LU1169590202.USD","LU2023251221.USD","LU1815336760.USD","LU1084165304.USD","BK4575","LU0310800379.SGD","HAKY","LU0889565833.HKD","SG9999000418.SGD","LU0205193047.USD","LU0823421333.USD","LU1732800096.USD","LU0174119429.USD","ESLG","LU0724617625.USD","LU2125909593.SGD","LU1242518931.SGD","LU0094547139.USD","IE00BMPRXQ63.HKD","LU0124676726.USD","LU1803068623.USD","LU0069063385.USD","GTEK","LU0238689110.USD","LU2089284900.SGD","BK4543","LU2250418816.HKD","LU1868837300.USD","LU2065170008.USD","CGGO","LU2360106780.USD","LU2746668974.SGD","LU0256863811.USD","IE00BN8TJ469.HKD","IETC","LU0820561818.USD","LU1815333072.USD","LU2125154935.USD","LU0097036916.USD","LU2237957811.SGD","LU1804176565.USD","LU0170899867.USD","LU0943347566.SGD","LU0133085943.USD","JGRO","LU2931357623.SGD","LU0234572021.USD","LU0203345920.USD","LU2463028550.USD","LU0683600562.USD","LU2357125470.USD","LU2420271590.USD","LU0308772762.SGD","LU2087625088.SGD","LU0345770308.USD","AVGX","FTXL","USD","SG9999003800.SGD","LU0251132253.USD","LU0689626769.HKD","LU2237443549.SGD","IE00BJJMRY28.SGD","LU0784383803.USD","LU1301847155.USD","LU2271345857.HKD","LU1674673428.USD","LU1629891620.HKD","LU0289739343.SGD","LU0276348264.USD","LU0553294199.USD","LU0345768153.USD","LU0203202063.USD","LU1066053197.SGD","FAI","LU2023250330.USD","LU2764263039.SGD","LU0323240290.USD","LU2168564222.USD","LU1119994496.HKD","THMR","LU2054465674.USD","LU0274383776.USD","LU0823434583.USD","IE00BZ1G4Q59.USD","LU0096364046.USD","LU2403377893.USD","LU2637965513.SGD","SGXZ99366536.SGD","IE00BFSS8Q28.SGD","LU2361044865.SGD","LU1037948541.HKD","LU0205194284.USD","IE00BFSS7M15.SGD","LU0320765059.SGD","LITX","LU2462591277.SGD","LU0289961442.SGD","LITE","LU2083900584.USD","LU2290526834.HKD","EGGY","LITZ","LU2355687059.USD","LU0057025933.USD","LU2041044095.USD","LU0053666078.USD","LU0234570918.USD","IE00BQXX3C00.GBP","LU0320765646.SGD","TRFK","USXF","IE00BGHQDM52.EUR","WUGI","LU0689472784.USD","LU1718418525.SGD","LU2210149790.SGD","LU2133065610.SGD","IE00BLSP4239.USD","QQQA","LU0795875169.SGD","LU0096362180.USD","LU0784384876.USD","LU2168564495.EUR","SOXQ","LU0823434740.USD","LU0708995401.HKD","LU1267930573.SGD","LAZR","IE0034235303.USD","LU1923623000.USD","LU1162221912.USD","IE00BVYPNP33.GBP","LU0106261372.USD","LITG","LU2543165471.USD","LU1992135399.USD","FTEC","LU1623119135.USD","LU0048584097.USD","LU1400636491.USD","CGBL","LU1823568750.SGD","LU1951200564.SGD","LU1852331112.SGD","IE0004445239.USD","VGT","LU0354030438.USD","LU1153585028.USD","LU2487616109.SGD","IE00BK4W5L77.USD","LU2505996681.GBP","LU2750360641.GBP","LU2272731782.SGD","BK4141",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涨超10％、Lumentum涨超7％；中东突发，国际油价飙涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2672935477","media":"大河财立方","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672935477?lang=zh_cn&edition=fundamental","pubTime":"2026-10-02 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22:37","pubTimestamp":1790779033,"startTime":"0","endTime":"0","summary":"9月30日，Lumentum盘中下跌3.12%，报943.11美元/股，成交额12.91亿美元。消息面上，尽管Bernstein当日首次覆盖Lumentum并给予跑赢大盘评级、目标价1220美元，叠加此前花旗大幅上调目标价至1400美元、Rothschild上调至1294.85美元，机构看多共识持续强化，但光通信板块整体承压，同行Ciena跌3.25%、Applied Optoelectronics跌3.35%，板块联动下行压力盖过个股利好。此前一个交易日半导体、光通信概念股已出现普跌，英伟达推进玻璃基板产业链引发市场对光互连技术路径变化的短期博弈，板块情绪尚未完全修复。","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盘中下跌，光通信板块承压拖累","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671520422","title":"BUZZ——美国股市动态-波音、罗宾汉、卢门图姆","url":"https://stock-news.laohu8.com/highlight/detail?id=2671520422","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671520422?lang=zh_cn&edition=fundamental","pubTime":"2026-09-30 20:40","pubTimestamp":1790772040,"startTime":"0","endTime":"0","summary":".N** 波音公司BA.N:热点 - 获得美国海军200亿美元战斗机合同后股价上涨nL6N43I0B0** Concentrix公司CNXC.O:热点 - 因10.5亿美元费用导致第三季度亏损，股价下跌nL6N45M0IP** GameStop CorpGME.N:市场动态 - 因首席执行官再购入1050万美元股票，股价上涨nL6N45M0KW** Pyxis Oncology IncPYXS.O:热点 - 因1.1亿美元股票及认股权证交易而下跌nL6N45M0NZ** Robinhood Markets IncHOOD.O:热点 - 因周末股票交易扩展至24小时而上涨nL6N45M0N8** Lumentum Holdings IncLITE.O:热点 - 股价上涨；伯恩斯坦首次覆盖并给予“跑赢大盘”评级nL4N45M0PP** 卡尔-梅因食品公司CALM.O：市场动态 - 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Optoelectronics(AAOI)$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":["LU0012050646.USD","IE0031619046.USD","LU2089985449.USD","LU2506951792.HKD","LU0289739343.SGD","LITC","GLW","COHH","LU2211815571.USD","LU0266013472.USD","SPRX","LU0511384066.AUD","LU1861215975.USD","LU1548497426.USD","IE00B19Z4B17.USD","LU0274383776.USD","LU2357305700.SGD","SGXZ99366536.SGD","LU2272731600.USD","LU0205194284.USD","LU2473716301.USD","BK4512","LITX","LU0289961442.SGD","IE00B7SZL793.SGD","LITE","LU2290526834.HKD","XITK","LU2272731865.HKD","EGGY","LITZ","COHX","IE00BFMHRM44.USD","SGXZ51526630.SGD","COHR","AAOG","LU0348723411.USD","RULE","COHQ","LU2249611893.SGD","LU2294711713.HKD","BK4020","LU0240877869.USD","GLWG","FOTO","LU2322448791.USD","LAZR","BK4585","LU2360107168.USD","LU0823414478.USD","BK4148","LU2265009873.SGD","LITG","IE00B66KJ199.SGD","LU0823414551.USD","LU2543165471.USD","LU1992135399.USD","BK4588","LU1861220033.SGD","LU0205193047.USD","LITU","COHC","LU1720051108.HKD","AAOX","LU1992135472.HKD","BK4157","CNAV","AAOZ","LU2272731782.SGD","LU0240878834.USD","AAOI","LU1804176565.USD","LYTE","LU2931357623.SGD","SIXG","LU2357125470.USD","LU2322448957.HKD","SGXZ81514606.USD","LUMA","LU1720051017.SGD","LU0106261612.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1165222592","title":"异动解读｜Lumentum盘中上涨3.85%，花旗大幅上调目标价至1400美元提振市场信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1165222592","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1165222592?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 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21:35","pubTimestamp":1790688911,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，广发证券表示，英伟达的共封装光学横向扩展正在快于预期地推进，这应当对供应商Lumentum构成利好。广发维持对Lumentum的“买入”评级。2027年，Lumentum预计将产生4.27亿美元的CPO激光器收入和5.01亿美元的NPO激光器收入。到2028年，这一预测将扩大至CPO为7.50亿美元、NPO为25.5亿美元。广发还对Semtech给予“买入”评级，理由是其在NPO横向扩展中扮演的角色，这预计将在2028年前显著改善其每股收益数据。","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/1502321.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":["IE00B3S45H60.SGD","LU0979878070.USD","LU2249611893.SGD","LU2381873111.SGD","ADVE","LU0211328371.USD","LU1674673691.USD","LU2077746001.SGD","LU2111349929.HKD","BK4591","LU0342679015.USD","IE00BQXX3D17.EUR","FOTO","LU0868494708.USD","LU1242518931.SGD","LU1791710400.SGD","LU2290526834.HKD","LU2168564065.EUR","LU0557290698.USD","BK4543","LU2463028550.USD","BK4554","IE00BWXC8680.SGD","IE00BDCRKT87.USD","LU0094547139.USD","LU2237443978.SGD","LU1280957306.USD","LU2236285917.USD","VGT","ESIM","HK0000107257.USD","SOXQ","IE0009356076.USD","LU3102509885.SGD","TSMZ","LU2347655073.USD","LU0359202008.SGD","LU2023250330.USD","IE00B5TLWC47.USD","LU2471134879.HKD","LU2087621335.USD","LU0878004406.USD","SNPE","LU1244550494.USD","LU1066051498.USD","LU1670756490.USD","LU2279689827.SGD","IE00BFSS7M15.SGD","LU2471134796.USD","LU0061474705.USD","TEK","LU2294711713.HKD","SG9999014542.SGD","LU0215105999.USD","LU2471134523.USD","LU0889566641.SGD","SG9999018857.SGD","LU0898699433.AUD","LU2506951792.HKD","LU2097344431.USD","LU1202635105.USD","LU1127390331.HKD","LU0642271901.SGD","LU2360108059.USD","BLOX","NVDW","LU0661504455.SGD","LU1267930730.SGD","BK4588","LU2272731600.USD","ASIA","LU2552382132.HKD","LU0965508806.USD","LU0006306889.USD","LU0788109477.HKD","LU2237443549.SGD","LU0786609619.USD","IE00BDRTCR15.USD","LU0511384066.AUD","LU0689472784.USD","LU2462157665.USD","LU0256863811.USD","LU0124676726.USD","LU0572939691.SGD","IE00BZ1G4Q59.USD","LU1979441026.SGD","LU0107464264.USD","CHPX","LU0965509010.AUD","LU2360032135.SGD","TYLG","LITE","LU0787776722.HKD","NVC","ROM","BK4527","LU1861215975.USD","LU1323610961.USD","NVD2.UK","LU2750360997.AUD","EFIV","LU0057025933.USD","LU0316494557.USD","NVDB","CLSE","LU1868837300.USD","LU1880398554.USD","LU2237957902.USD","LU1989764748.USD","LU2456880835.USD","TSM","LU2265009873.SGD","LU0175139822.USD","LU0689626769.HKD","LU0541501648.USD","LU1232071149.USD","LU2237443895.HKD","LU1242518857.USD","LU1066051811.HKD","LU1400636657.SGD","LU0264606111.USD","IE00B775H168.HKD","LU1116320737.USD","LU1400636491.USD","SG9999000418.SGD","CGNG","CORO","IE00BJJMRX11.SGD","LU2133065610.SGD","LU2286300806.USD","IE0003U64NQ7.SGD","03145","LU0143863784.USD","UMMA","LU1211504680.USD","LU0097036916.USD","HK0000819398.USD","IE0009G5SDU7.USD","LU2065170008.USD","AIPI","NVDO","LU0353189680.USD","JGRO","LU0234570918.USD","LU1548497426.USD","SHOC","LU1815336760.USD","LU1084165304.USD","LU2430703251.USD","DIPS","SOXX","IE0004091025.USD","TWSC","LU1035775433.USD","LU0203201768.USD","BK4533","LU0012050646.USD","IE0004086264.USD","LU2361044949.HKD","LU0964807845.USD","LU2211815571.USD","LU0889565833.HKD","LU2168564495.EUR","NVD3.UK","FAI","LU1623119135.USD","LU2417539215.USD","GAMR","LU0072462343.USD","LU1935043452.HKD","LU1988902786.USD","IE0034235295.USD","LU0957808578.USD","IE00BFXG0V08.USD","IE00BJLML261.HKD","LU2237443465.HKD","IE00BFSS8Q28.SGD","IE0005OL40V9.USD","LU2087625088.SGD","LITG","LU1645745479.HKD","LU2357125470.USD","09388","09788","LU2361044865.SGD","LU1712237335.SGD","LU0472753341.HKD","XLK","LU2063271972.USD","IE00B4JS1V06.HKD","LITU","LU0345769128.USD","LU0353189763.USD","LU1037948897.HKD","LU1629891620.HKD","LU2394011477.USD","LU1718418525.SGD","LU1244550577.SGD","LU0061475181.USD","LU1003077747.HKD","KNOW","LU0157215616.USD","IE0001KFT4U8.USD","LU0444971666.USD","EMC","LU2092937221.SGD","LU0109391861.USD","LU1917777945.USD","IE0034235188.USD","LU0957791311.USD","LU0323240290.USD","LU0795875169.SGD","LU0323591593.USD","NVDY","IE00B1BXHZ80.USD","LU2168564149.EUR","LU0289961442.SGD","IE00BJTD4V19.USD","LU1989772840.SGD","HK0000304797.USD","LU1153585028.USD","CGIC","CHAT","BK4567","LU0187121727.USD","LU0240878834.USD","SG9999014906.USD","LU2023251221.USD","LU2487616109.SGD","LU0823414551.USD","NVYY","LU0323239441.USD","NVDL","LU1267930573.SGD","LU0082616367.USD","SPTE","SOXY","LU2430703178.SGD","LU0823434740.USD","HK0000320264.USD","LU1989772923.USD","LU1839511570.USD","BK4020","LU0096364046.USD","LU2272731865.HKD","LU1983260115.SGD","LU1914381329.SGD","LU1815333072.USD","LFGY","BK4605","LU0965509101.SGD","LU2896262040.SGD","IE00B7KXQ091.USD","SG9999014559.SGD","LU1880398471.USD","NVDS.UK","3NVD.UK","LU2237443382.USD","LU0109392836.USD","NVDQ",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Holdings Inc(LITE)股票9月28日盘中下跌5.26%：原因全解读","url":"https://stock-news.laohu8.com/highlight/detail?id=2671251034","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671251034?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 01:16","pubTimestamp":1790615770,"startTime":"0","endTime":"0","summary":"• Lumentum 在经历了连续数月的强劲上涨后，市场波动加剧并出现获利回吐。\n• 内部人士减持与投资组合再平衡给市场带来了短期抛压。\n• 该股的 MACD 数值为 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23:08","pubTimestamp":1790608097,"startTime":"0","endTime":"0","summary":"28日深夜，现货黄金日内跌幅扩大至4%，报4110.92美元/盎司；现货白银价格跌5.32%，报60.88美元/盎司。美国30年期国债收益率日内上涨7个基点，报5.57%，刷新2002年以来新高。美股芯片股盘中多数走低，费城半导体指数跌3%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://bond.eastmoney.com/a/202609283885554060.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://bond.eastmoney.com/a/202609283885554060.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":["AVGO","HAKY","INTC","LU0528227936.USD","LU2125909247.SGD","LU1366333091.USD","BK4551","SG9999001440.SGD","LU1732800096.USD","09388","LU0234570918.USD","LU1935043452.HKD","LU0256863902.USD","LU1814569148.SGD","LU1917777945.USD","LU2065169927.USD","BK4020","LU0310800379.SGD","LU1282649067.USD","LU2394011477.USD","MIC","SG9999017495.SGD","LU1914381329.SGD","LU0276348264.USD","LU1244550577.SGD","SMH","SINTCmain","AGOX","LU2236285917.USD","LU1803068979.SGD","LU1670711040.USD","BK4535","QQQA","LU1923622291.USD","LU0345769631.USD","LU0029864427.USD","LU2087625088.SGD","IE00BJJMRX11.SGD","IE0034235303.USD","LU0308772762.SGD","BK4561","IE0003U64NQ7.SGD","LU2357305700.SGD","LU1712237335.SGD","LU0128525929.USD","QCOM","PTF","LU0109392836.USD","LU2471134796.USD","LU0143551892.USD","LU1923623000.USD","HK0000320264.USD","HK0000320223.HKD","LU0541501648.USD","LU1934455277.USD","SNPE","ARMG","LU1992135472.HKD","LU2473716301.USD","NVDW","BK4585","LINT","LU2361044949.HKD","LU0205194284.USD","BK4532","IE00B3SWFQ91.USD","IE00B4YYXB79.USD","LU1992135399.USD","LU2237443622.USD","LU1861220033.SGD","LU2294711713.HKD","QCML","03145","LU1791710400.SGD","TRFK","LU1232071149.USD","AVGC","EGGY","LU0965509101.SGD","LU0359201612.USD","LU0056508442.USD","LITZ","LU2357627491.SGD","LU2272731600.USD","FTXL","LU0079474960.USD","BK4170","IE0034235188.USD","LU0070217475.USD","LU2954938101.SGD","LU2462591350.SGD","LU1868837300.USD","WLDR","LU2265009873.SGD","LU1623119135.USD","LU2089284900.SGD","CIBR","LU2095319765.USD","IE00BMCWC346.EUR","IE00B894F039.SGD","TSMU","LU0788109477.HKD","LU0689472784.USD","AIPI","IETC","LU1069347547.HKD","LU1791710582.SGD","AMD","CHPX","IE00BVYPNV92.GBP","LU0444971666.USD","BOBP","LU2168564065.EUR","LU2756315318.SGD","LU0964807845.USD","AIS","CLSE","CGBL","LU0488056044.USD","LU1989772923.USD","SGXZ31699556.SGD","IE00BJTD4V19.USD","BK4605","LU0784385170.HKD","LU2063271972.USD","LU0889565833.HKD","LU1633808545.USD","BK4503","LU2290526834.HKD","LU0061475181.USD","LU1852331112.SGD","AIFD","SG9999000418.SGD","LU1815333072.USD","LU1323610961.USD","EMSF","WDC","IE000MB6IJN5.SGD","CWI","LU0210528500.USD","LU0175139822.USD","LU0868494708.USD","LU2083900584.USD","LAZR","LU0861579265.USD","LU0081259029.USD","LU2860962120.EUR","LU1162221912.USD","LU0211328371.USD","LU1496350502.SGD","BK4505","LU2244417387.USD","LU2355687059.USD","NVDD","SOXX","IE00BJLML261.HKD","WDCX","BK4533","LU1551013342.USD","BK4543","IE00B1XK9C88.USD","LU1670628061.USD","LU2326559502.SGD","DISK","IE00B5949003.HKD","LU2931357623.SGD","IE00BZ1G4Q59.USD","LU1211504680.USD","ROM","LU0390134368.USD","LU1868836914.USD","LU1718418525.SGD","LU0476273544.USD","CNAV","CHAT","AVGX","LU0738911758.USD","LU0082616367.USD","LU1084165304.USD","VT","CMAG","AVEM","LU0198837287.USD","LU1400636657.SGD","LU0210533765.USD","SG9999014914.USD","IE000BZT7R73.USD","NVDX","SG9999015945.SGD","LU2237443978.SGD","LU1720051108.HKD","IE0005OL40V9.USD","LU2764263039.SGD","LU0878004406.USD","LU2211814178.USD","LU0466842654.USD","LU0203347892.USD","IE00BZ9MQY76.HKD","TEK","IE00BLSP4239.USD","XNTK","LU0094547139.USD","LU2041044095.USD","LU1645745479.HKD","LU0882747503.HKD","LU1989764664.SGD","LU2077746001.SGD","AVSE","IXN","LU0080751232.USD","LU0898699433.AUD","TSMZ","LU2896262040.SGD","LU2413666426.HKD","LU1127390331.HKD","WUGI","LU2543165471.USD","LU0225283273.USD","LU1023057109.AUD","NVDO","LU0985320562.USD","LU1815336760.USD","LU1989764748.USD","LU0238689110.USD","LU2168563687.JPY","LU2322448791.USD","IE000W1ABFV2.USD","TTEQ","LU0912757837.SGD","IE00B1BXHZ80.USD","LU0265550946.USD","IE00BLSP4452.SGD","SG9999014575.USD","NVDB","LU0320765646.SGD","IE0009G5SDU7.USD","LU0069063385.USD","LU0557290698.USD","BK4614","LU0820561818.USD","SG9999015986.USD","USD","BK4592","HK0000914686.HKD","IE00BQXX3F31.USD","LU0353189680.USD","LU2456880835.USD","LU0057025933.USD","LU0289739343.SGD","DAMD","SG9999015952.SGD","LU0820562030.AUD","TINS","AVL","LU1674673691.USD","LU2361045086.USD","IE00BKVL7J92.USD","LU2087621335.USD","KNOW","IE00B4JS1V06.HKD","LU0143863198.USD","EFIV","LU0949170426.SGD","LU2100268510.USD","LU0107464264.USD","LU1839511570.USD","LU2463028550.USD","LU0106261612.USD","LU0820561909.HKD","LU0943347566.SGD","IE00BFSS7M15.SGD",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21:46","pubTimestamp":1790603192,"startTime":"0","endTime":"0","summary":"9月28日，Lumentum盘中下跌3.13%，报913.075美元/股，成交额6.69亿美元。消息面上，光通信板块遭遇多重利空共振。此外，光通信板块前期累计涨幅较大，获利盘在假期前集中兑现，进一步放大跌幅。当日板块内康宁、Coherent、迈威尔科技等均跌超2%，行业整体承压明显。","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":"光通信板块集体承压，Lumentum盘中下跌","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1115424733","title":"异动解读｜Lumentum盘中上涨3.21%，AI光互连持续催化叠加行业订单高景气提振股价","url":"https://stock-news.laohu8.com/highlight/detail?id=1115424733","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1115424733?lang=zh_cn&edition=fundamental","pubTime":"2026-09-26 00:11","pubTimestamp":1790352668,"startTime":"0","endTime":"0","summary":"9月26日，Lumentum盘中上涨3.21%，报958.64美元/股，成交额20.52亿美元。消息面上，近期多重利好持续发酵。Lumentum联合高通、康宁在ECOC 2026大会上展示面向AI横向扩展系统的高密度光学裸片到裸片互连方案，整合1060nm VCSEL光学平台，支持约1 Tb/s/mm带宽密度并具备向4 Tb/s/mm演进路径，光学引擎可提供约10 Tb/s聚合收发容量，市场对其在AI Scale-Up领域的卡位能力给予积极定价。Rothschild将Lumentum目标价上调至1294.85美元，德银以1200美元目标价首次覆盖并给予\"买入\"评级，机构共识持续强化看多逻辑。","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":"AI光互连催化不断，Lumentum盘中上涨","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":3,"totalSize":400,"code":"91000000","status":"200"}]}}