美股詳情

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Tema Photonics & Optical ETF

40.52

-0.1125-0.28%

成交量：3.40萬

成交額：138.80萬

市值：8,711.26萬

市盈率：- -

高：41.10

開：41.03

低：40.47

收：40.63

52周最高：50.82

52周最低：32.55

股本：215.00萬

流通股本：215.00萬

量比：0.50

換手率：1.58%

股息：- -

股息率：- -

淨資產收益率：--

總資產收益率：-64.97%

市淨率：-0.18

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

今日科技股重挫：哪些個股跌幅最慘？

美股存儲、光通信、雲計算服務商概念股集體走低，康寧跌超9%、慧榮科技跌超8%、NEBIUS、CoreWeave跌超6%

老虎资讯综合

Lumentum Holdings Inc(LITE)股票9月10日盤中下跌5.08%：關鍵驅動因素揭曉

TradingKey中文

AI推理時代「光互連」需求爆棚!「站在光裏」的Lumentum(LITE.US)搶跑NPO、擴容OCS 迎接盈利躍升時刻

Gate ETF 上線 MiniMax、CoreWeave 等 3 倍槓桿產品

美股光通信股盤前普漲，Lumentum漲0.31%

每日经济新闻

TrendForce：二季度全球前十大晶圓代工廠合計產值接近534.9億美元再創新高

OpenAI發布Astra模型後，AI相關股票應聲大漲

美股光通信、存儲概念股走強，Lumentum升逾10%， SK海力士升逾6%

老虎资讯综合

光通信板塊強勢 Coherent（COHR）漲7.24% 高盛上調光模塊行業預期

部分光通信概念股拉升，AAOI升逾7%，康寧升逾6%

老虎资讯综合

Tower Semiconductor Ltd(TSEM)股票9月4日盤中上漲7.49%：投資者必看的核心信息

TradingKey中文

AI光通信三強對比：Coherent、Lumentum、AAOI，誰更具投資價值？

TradingKey中文

【美股盤前】上調全年營收指引，戴爾科技升逾10%；SK海力士跌超1.5%，正在考慮與鎧俠控股聯合生產；馬斯克預測10年內全球人形機器人將超10億台；軟件開發平台GitLab升逾21%

每日经济新闻

德銀：AI時代光網絡硬件商將成最大贏家首選Coherent與Lumentum

美股異動 | 光通信概念股普跌 Lumentum(LITE.US)跌逾5%

從GPU到「賣鏟人」：德意志銀行首覆AI硬件板塊，激光雙雄Lumentum(LITE.US)Coherent(COHR.US)齊獲「買入」

Lumentum Holdings Inc(LITE)股票8月28日盤中下跌5.09%：釋放什麼信號？

TradingKey中文

加拿大將向量子初創企業Xanadu提供1.4億美元貸款，用於建設製造工廠

美股三大指數高開後震盪分化道瓊斯指數跌0.21%

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Coherent（COHR）漲7.24% 高盛上調光模塊行業預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2665376105","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665376105?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 22:21","pubTimestamp":1788877276,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股盘初光通信板块强势，截止发稿，Applied Optoelectronics 涨7.27%，Coherent涨7.24%，Lumentum涨6.67%，康宁涨6.60%，AXT Inc涨5.96%，POET Technologies涨5.11%。本轮行业预期上调，核心源于AI算力架构升级，并非单纯的服务器数量增长。AI整机柜规模化落地、云端ASIC芯片渗透率提升，叠加单颗AI芯片搭载光模块数量大幅增加，持续带动1.6T、3.2T高速光模块需求放量。产品端呈现明显高速迭代趋势，800G及以上高端光模块成为增长主力，2026至2028年市场规模将从452亿美元攀升至1295亿美元。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/OTQzZDA5N2JhN2VhNDEzOGJmOWU0MzQwNTk0Mzk3OTQ=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/OTQzZDA5N2JhN2VhNDEzOGJmOWU0MzQwNTk0Mzk3OTQ=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305827","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2211815571.USD","LU1861220033.SGD","LU2471134952.CNY","LU0251142724.SGD","LU2237443622.USD","LU0823414478.USD","LITZ","POET","EGGY","LU2089985449.USD","XITK","IE00B66KJ199.SGD","LU1720051017.SGD","AXTC","BK4552","LU2237443978.SGD","COHR","GSX","LU0205193047.USD","LU2543165471.USD","LU1868837136.USD","IE00B19Z4B17.USD","LU2360107168.USD","LU2290526834.HKD","LU1791807156.HKD","PTF","IE00B7SZL793.SGD","LU0266013472.USD","BK4588","LU2272731782.SGD","LU1720051108.HKD","COHQ","LU1144417596.USD","BK4157","BK4504","LU0205194284.USD","LU0210536198.USD","LU0251131958.USD","SGXZ99366536.SGD","LU1668664300.SGD","FCUS","LU0742534661.SGD","GS","LU2322448957.HKD","LU1804176565.USD","LU2237443549.SGD","LU0240878834.USD","LU0345770993.USD","BK4148","LU1992135399.USD","SGXZ51526630.SGD","LU2471134879.HKD","LU0012050646.USD","BK4550","GLW","LU0106261612.USD","LU2237443895.HKD","LAZR","LU0868494617.USD","IE00BFXG1179.USD","LU1868837300.USD","IE0031619046.USD","LU0289961442.SGD","AXTI","IE0002270589.USD","IE0004086264.USD","LU0345770308.USD","LU0061475181.USD","COHX","COHC","LU0289739343.SGD","AAOG","LU2237443465.HKD","LU2249611893.SGD","LU2931357623.SGD","IE0034235188.USD","BK4533","COHH","IE0004091025.USD","LU2322448791.USD","BK4147","LU0348723411.USD","LU2294711713.HKD","LITG","BK4585","LU2265009873.SGD","LU0096364046.USD","LU2471134796.USD","AXTX","LITC","AXTL","LITU","LU1992135472.HKD","CNAV","IE00B19Z3581.USD","RULE","SPRX","LU2272731600.USD","LU2896262040.SGD","AXTQ","AAOI","LU2357125470.USD","LITX","LU2750360641.GBP","LU0106831901.USD","LU1894683264.USD","LU0823414551.USD","IE00BFMHRM44.USD","BK4516","LU1868836591.USD","LU1868836914.USD","GLWG","LU0240877869.USD","IE00B19Z3B42.SGD","LITE","LU2750360997.AUD","LU1868836757.USD","LU0868494708.USD","LU2237438978.USD","IE00BSNM7G36.USD","LU2357305700.SGD","BK4141","LU2471134523.USD","POEL","LU1861215975.USD","AXTU","LU2473716301.USD","BK4512","SGXZ81514606.USD","LU1894683348.USD","LU0942090050.USD","LU2237443382.USD","LU2506951792.HKD","LU0048573561.USD","AAOX","LU2272731865.HKD","BK4020","BK4127","LU0511384066.AUD","LU0274383776.USD","LU1548497426.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1117792775","title":"部分光通信概念股拉升，AAOI升逾7%，康寧升逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1117792775","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1117792775?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 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Optoelectronics(AAOI)$涨超7%，$康宁(GLW)$、$Coherent(COHR)$涨超6%，Lumentum、AXT涨超5%。消息面上，$高盛(GS)$近日大幅上调行业预测，预计全球光模块市场规模将在2026年至2028年分别达到约677亿美元、1314亿美元和1485亿美元，较此前预测上调33%、81%和115%；同期全球光模块出货量预计达到5.48亿、6.91亿和7.29亿只，较此前预测上调21%、31%和31%。","market":"us","thumbnail":"https://static.tigerbbs.com/f2d08e3cf37a134c122212b20f953a53","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f2d08e3cf37a134c122212b20f953a53"],"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":["LU2089985449.USD","XITK","AAOI","LU1548497426.USD","LU2272731782.SGD","LU1992135472.HKD","LU2322448791.USD","BK4148","BK4585","IE00BFMHRM44.USD","CNAV","LU0348723411.USD","IE00B7SZL793.SGD","LU1861215975.USD","AAOG","IE00B19Z4B17.USD","LU1861220033.SGD","LU2211815571.USD","LU2357305700.SGD","RULE","IE0031619046.USD","SGXZ81514606.USD","SIXG","LAZR","BK4588","GLW","LU2272731865.HKD","LU2360107168.USD","COHH","COHC","LUMA","BK4020","LU0266013472.USD","GLWG","LU1804176565.USD","EGGY","LU2272731600.USD","LU2931357623.SGD","COHQ","LU1992135399.USD","SGXZ51526630.SGD","LU2265009873.SGD","SGXZ99366536.SGD","LU2543165471.USD","AAOZ","COHR","FOTO","LU1720051108.HKD","LU2322448957.HKD","LYTE","IE00B66KJ199.SGD","COHX","LU1720051017.SGD","LU2290526834.HKD","LU2473716301.USD","SPRX","BK4157","BK4512","AAOX","LU0274383776.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665356528","title":"Tower 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全年营收达到15.7亿美元，净利润为2.2047亿美元。","market":"sg","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262151999-market-movers-tsem-20260904","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE0009354923.USD","LU1861220033.SGD","LU2098885051.SGD","TSEG","LU1303367103.USD","LAZR","LUMA","BK4141","TSEM","LU2290526834.HKD","TSEU","LU1861215975.USD","LU2360107168.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664487794","title":"AI光通信三強對比：Coherent、Lumentum、AAOI，誰更具投資價值？","url":"https://stock-news.laohu8.com/highlight/detail?id=2664487794","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664487794?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 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Technologies(POET.US)跌逾4%，诺基亚(NOK.US)跌近3%，Coherent(COHR.US)跌逾2%，迈威尔科技(MRVL.US)跌近2%，康宁(GLW.US)跌逾1%。","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":"http://www.zhitongcaijing.com/content/detail/1490670.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":["LU0205193047.USD","BK4020","LITE","BK4588","LU1861220033.SGD","LITX","LU0106261612.USD","LU2249611893.SGD","LU2294711713.HKD","LU0289961442.SGD","LITZ","LU0823414551.USD","EGGY","LU0240878834.USD","LITG","LU2357125470.USD","LU2506951792.HKD","LU0511384066.AUD","LU0348723411.USD","LU2290526834.HKD","LITC","LU0205194284.USD","LU2360107168.USD","LU2543165471.USD","LITU","LU0289739343.SGD","LU0823414478.USD","BK4585","LU0012050646.USD","LAZR","LU0240877869.USD","LU1861215975.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664580854","title":"從GPU到「賣鏟人」：德意志銀行首覆AI硬件板塊，激光雙雄Lumentum(LITE.US)Coherent(COHR.US)齊獲「買入」","url":"https://stock-news.laohu8.com/highlight/detail?id=2664580854","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664580854?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 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Holdings Inc(LITE)股票8月28日盤中下跌5.09%：釋放什麼信號？","url":"https://stock-news.laohu8.com/highlight/detail?id=2663018296","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663018296?lang=zh_tw&edition=fundamental","pubTime":"2026-08-29 02:16","pubTimestamp":1787941009,"startTime":"0","endTime":"0","summary":"• 短期获利回吐与供应链担忧拖累 Lumentum Holdings 股价走低。\n• Lumentum 公布的年度营收为 30.1 亿美元，净利润为 -69.4 亿美元。\n• 分析师给予“买入”评级，平均目标价为 1117.73 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Quantum公司提供1.95亿加元贷款，用于建设一家生产量子计算机光子元件的工厂，这是该国迄今为止对该技术提供的最大规模支持。周五公布的这笔贷款涵盖了Xanadu公司今年3月宣布的最高3.9亿加元潜在政府资金中的联邦部分。Xanadu表示将利用这笔联邦贷款在多伦多建设一座光子学制造工厂，但未透露具体条款。","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:20260828:nL4T44P1CG:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM","TSEG","LU1236620834.HKD","BK4141","SIBM0main","LU0321505439.SGD","LU1674673428.USD","LAZR","TDIV","BK4543","LU1236620750.USD","LU1585245621.USD","LU2290526834.HKD","LU1880398554.USD","WQTM","LU1883839398.USD","LU1778281490.HKD","BK4585","LU1303367103.USD","BK4588","LU1430594728.SGD","BK4134","IBM","BK4579","BK4534","BK4575","IBX","TSEU","LU2098885051.SGD","LU1674673691.USD","LUMA","BK4538","BK4602","LU0321505868.SGD","SKYY","LU1861220033.SGD","BK4612","IE0009354923.USD","LU1894683264.USD","BK4533","LU1880398471.USD","LU1861215975.USD","LU1894683348.USD","LU2360107168.USD","LU0868494617.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662641085","title":"美股三大指數高開後震盪分化 道瓊斯指數跌0.21%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662641085","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662641085?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 22:08","pubTimestamp":1787839713,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股三大指数高开后震荡分化，道琼斯指数跌0.21%，纳斯达克指数跌0.08%，标普500指数跌0.02%。消息面上，因芯片制造商在第二季度数据中心需求持续上涨。信号触发时及之后，散户和机构对LITE的交易兴趣转向买入方，推动股价立即并持续上涨，达到警报后的高点943.15美元。整体而言，较高销售额部分被较低毛利率抵销，推动该行将2027/2028/2029财年每股盈利预测分别上调2%、25%及38%，目标价由300美元上调至315美元，维持“买入”评级。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/NmQ4OGVkYjRkMTNiMTdlNzc4NjE2M2YyZWQxMjEzNTY0MzUzOTI0.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NmQ4OGVkYjRkMTNiMTdlNzc4NjE2M2YyZWQxMjEzNTY0MzUzOTI0.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305389","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","QQQA","LU1852331112.SGD","NVII","AGOX","IE00BJJMRY28.SGD","LU2357305700.SGD","LU0726765562.USD","QQQ","BK4023","LU0980610538.SGD","LU1814569148.SGD","LU0708994859.HKD","BK4598","CHAT","LU2063271972.USD","LU2065171311.SGD","JEPQ","LU0133085943.USD","LU0057025933.USD","LU0127658192.USD","LU1803068979.SGD","LU1868837300.USD","IE00BJTD4V19.USD","LU0477156953.USD","IE00BKVL7J92.USD","LU2286300806.USD","LU1153585028.USD","LU1400636574.HKD","CMAG","LU2394011477.USD","LU0347712357.USD","LU1066051811.HKD","SG9999015358.SGD","LU2089985449.USD","LU0053666078.USD","DIPS","LU0238689110.USD","BK4607","IE00BWXC8680.SGD","LU0466842654.USD","LU1674673428.USD","LU0792757196.USD","LU0203202063.USD","LU1815336760.USD","BK4612","NVYY","LU0097036916.USD","BK4608","IE0004086264.USD","BK4587","LU1267930573.SGD","LU1935042991.SGD","SGXZ31699556.SGD","FDVV","PSQ","BK4579","LU0345769631.USD","LU0234572021.USD","TQQQ","LU0256863811.USD","LU0417517546.SGD","LU0289961442.SGD","LU1935042488.USD","IE00B4JS1V06.HKD","IE00BN29S564.USD","SOXQ","LU1116320737.USD","LU2087625088.SGD","LU0079474960.USD","LU0965509010.AUD","IE0034235188.USD","LU1035773651.USD","LU1732799900.SGD","LU0310799852.SGD","LU1868836757.USD","IE00B775H168.HKD","LU0648001328.SGD","LU0124676726.USD","ANV","LU2452424414.USD","IE000KEQY171.SGD","ILDR","IE00B775SV38.USD","LU1280957306.USD","LU3102509885.SGD","FAI","MNQmain","LU1868837136.USD","LU1923623000.USD","IE00B19Z8X17.USD","LU1429558221.USD","LU2461242641.AUD","LU2462157665.USD","LU0048584097.USD","LU1732800096.USD","BK4533","LU2860962120.EUR","LU1934455194.USD","LU0175139822.USD","LU1674673691.USD","LU0342679015.USD","LU2237957902.USD","LU2023250330.USD","LU2456880835.USD","BK4551","LU2111349929.HKD","IE00B5TLWC47.USD","IE0009356076.USD","LU1267930813.SGD","FOTO","LITZ","LU1144417596.USD","SG9999015341.SGD","IE00B3S45H60.SGD","LU0251142724.SGD","LU1914381329.SGD","QLD","SG9999015952.SGD","SCHG","NVDD","HK0000914686.HKD","NVDG","TOPT","NVDS.UK","QQQE","LU2047632596.USD","LU2279689827.SGD","LU1003077747.HKD","IYW","LU2360106780.USD","LU0345770308.USD","LU0689626769.HKD","LU2242650005.HKD","IE0009G5SDU7.USD","LU2242649171.HKD","LU1791710400.SGD","LU1244550221.USD","NVC","LU0198837287.USD","LU1119994496.HKD","LU1267930227.SGD","IE00B4YYXB79.USD","LU2077746001.SGD","BK4548","BK4554","CRM","LU1917777945.USD","IE000YTNTUN2.SGD","LU2552382058.USD","LU2108987350.USD","LU2265009873.SGD","GB00BDT5M118.USD","LU2360032135.SGD","HK0000320223.HKD","BK4613","NVDL","LU1244550577.SGD","LU1366333091.USD","SG9999000418.SGD","DJX","LU1116320901.HKD","QQQY","LU1548497426.USD","LU0251132253.USD","LU0354030438.USD","IE0004445239.USD","IE0034235303.USD","IE00B1XK9C88.USD","LU2213496289.HKD","THMR","LU1084165304.USD","SGXZ81514606.USD","LU1778281490.HKD","LU2750360997.AUD","LU0787776722.HKD","SG9999002232.USD","IE00BHPRN162.USD","LU2168564065.EUR","NVDW","LU2458330169.SGD","LU1979441026.SGD","LU0143551892.USD","LU2326559502.SGD","BK4141","HK0000320264.USD","LU1496350502.SGD","IE00B19Z9505.USD","NVDS","LU0661504455.SGD","LU2092937148.SGD","LU0390134368.USD","LU2756315664.SGD","VGT","LU2462591277.SGD","LU1935043536.SGD","LU1645745479.HKD","LU2592432038.USD","NDX","LU0943347566.SGD","LU1551013342.USD","LU0345768740.USD","LU2237438978.USD","LU2471134952.CNY","LU0964807845.USD","USD","BK4505","BK4528","IE00BKDWB100.SGD","BK4534","LU0211328371.USD","EFIV","LU1069344957.HKD","LU2413666426.HKD","LU1571399168.USD","BK4538","LU2250418816.HKD","TTEQ","LU1496350171.SGD","LU0106261612.USD","LU2087621335.USD","LU1712237335.SGD","TYLG","LU2602419157.SGD","SDOW","LU1623119135.USD","LU1951198990.SGD","LU2290526834.HKD","HK0000304797.USD","LU0225283273.USD","LU1992135399.USD","LU2168564495.EUR","LU2357125470.USD","LU2506951792.HKD","QQQJ","LU1629891620.HKD","SOXX","BK4527","LU2065169927.USD","LU0642271901.SGD","LU2065171402.SGD","LU0823421416.USD","LU1267930490.SGD","LU2237443622.USD","LU2148611432.USD","LU1323610961.USD","LU1880398554.USD","LU2347655073.USD","LU2430703178.SGD","LU2505996509.AUD","LU0109391861.USD","07788","SDY","LU2491049909.HKD","METV","BK4588","LU0861579265.USD","LU0320765059.SGD","XLI","LU0240878834.USD","LU2473716301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