美股詳情

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Lumentum Holdings Inc.

838.96

+3.930.47%

盤後：840.001.04+0.12%19:59 EDT

成交量：290.16萬

成交額：24.46億

市值：752.55億

市盈率：-9.02

高：856.00

開：842.71

低：832.11

收：835.03

52周最高：1,085.68

52周最低：144.52

股本：8,970.00萬

流通股本：8,911.80萬

量比：0.60

換手率：3.26%

股息：- -

股息率：- -

每股收益(TTM):-92.9638

每股收益(LYR):-92.9638

淨資產收益率：-240.03%

總資產收益率：5.82%

市淨率：16.21

市盈率(LYR):-9.02

資料載入中...

總覽公司新聞資訊公告

「新股神」：仍看多存儲板塊，市場焦點重新轉向光子領域

景林資產Q2美股持倉：清倉Meta等熱門科技股，建倉阿斯麥等AI算力產業鏈公司

美股成交額 TOP 20：Palantir收高10%，Lumentum收高6%，英偉達、特斯拉收高2%，希捷收跌4%

环球市场播报

Lumentum Holdings Inc(LITE)股票8月7日盤中上漲6.15%：原因全解讀

TradingKey中文

日記-未來一周美國企業財報日程

異動解讀 | AI算力產能緊缺預期疊加財報樂觀前瞻，Lumentum盤中大漲7.07%

異動解讀｜Lumentum Holdings盤中上漲3.23%，AI算力產能緊缺預期疊加財報前瞻持續提振情緒

光通信板塊盤前普漲 Coherent（COHR）漲4.87% 機構料未來五年全球光通信行業有望保持高增長

異動解讀 | Lumentum盤前大漲5%，AI算力產能緊缺預期疊加財報樂觀前瞻提振

異動解讀｜Lumentum Holdings盤前上漲4.04%，AI算力產能緊缺預期疊加財報前瞻持續提振情緒

美股光通信股夜盤走強，Lumen Technologies漲5%，Lumentum、Coherent漲2%

老虎资讯综合

異動解讀｜Lumentum Holdings夜盤上漲3.61%，AI算力產能緊缺預期疊加財報前瞻持續提振情緒

異動解讀｜Lumentum Holdings盤後上漲3.1%，AI算力需求推升產能緊缺預期疊加財報前瞻提振情緒

Lumentum Holdings Inc(LITE)股票8月6日盤中上漲5.04%：背後推手曝光

TradingKey中文

異動解讀 | AI算力需求推動光器件巨頭產能告急，Lumentum盤中大漲5.23%

異動解讀｜Lumentum Holdings盤中下跌3.68%，前期急漲後回吐疊加高管減持持續壓制反彈

光網絡公司Lumilens在最新一輪融資中估值達55億美元

光通信概念股局部強勢 AXT Inc（AXTI）漲13.77% 機構預警：美國若盲目切割中國光模塊產品將反噬西方廠商

異動解讀｜Lumentum Holdings盤中上漲3.1%，財報前瞻顯示營收預期按年增超111%疊加光通信板塊持續修復

異動解讀｜Lumentum Holdings盤前下跌3.1%，報823.55美元

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16:56","pubTimestamp":1786265767,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，“新股神”发文表示，其仍看多以美光（MU）和三星为代表的存储板块，并认为市场往往会在不同供应瓶颈之间轮动。本周，AXTI 至 LITE 等光子板块标的再次成为焦点；相较 7 月下跌期间，主要变化是股价，其后才是零散的叙事和业务更新。\n\n他指出，市场在 7 月下跌时已经知道 COHR 和 LITE 的激光产品未来 2 年全部售罄，也已从 AAOI 上季度业绩电话会了解需求失衡。除清算后的股价变化外，光子板块基本面并未恶化；光收发器及磷化铟衬底瓶颈没有改变，甚至可能进一步加剧。\n\n存储方面，“新股神”称散户正出现投降情绪，但此前同一批人在 MU 签署 16 份 SCA 并给出出色预测后极度看多。他认为，当前存储业务的营业利润与市值之比“极不合理”，且明年需求失衡或更严重；同一家公司改变的只是估值和叙事，市场则在不同板块间轮动。 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15:48","pubTimestamp":1786175316,"startTime":"0","endTime":"0","summary":"统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms 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07:18","pubTimestamp":1786144734,"startTime":"0","endTime":"0","summary":"周五美股成交额第1名SpaceX收高15.83%，成交300.16亿美元。据报道，SpaceX计划建设自己的发电设施，为其与特斯拉在美国得州共同开发的大型半导体制造工厂提供电力支持。该股本周累计上涨11.56%。截至6月下旬，年内累计跌幅一度高达40%。8月7日，SpaceX与特斯拉联合宣布启动Terafab项目，初期投资168亿美元，旨在缩小全球芯片供应与两家公司未来数年预计所需的超过1太瓦计算能力之间的差距。","market":"hk","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-08-08/doc-inimpwwc6715478.shtml","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":"sina","symbols":["PTIR","TSLR","PLYY","TSLW","BK4089","TEST","PLTU","TSII","TSLZ","LU2290526834.HKD","TSLG","TSLP","09766","PLTA","TSLA","07766","PLTG","TSLL","LU1861220033.SGD","TSLO","BK4615","TSL","LU2360107168.USD","PLOO","TLA","TSLI","LU1861559042.SGD","CRSH","LU1861215975.USD","PLTR","WARP","TSLT","XOVR","LITE","TSDD","PLTI","TESL","TSLQ","09366","PLTW","MARS","PLTY","PLTZ","PLTD","UFO","TSLY","STX","TSLS","WSPC","07366","ORBX","LITX","LU1861558580.USD","TSYY"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2657280036","title":"Lumentum 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| AI算力產能緊缺預期疊加財報樂觀前瞻，Lumentum盤中大漲7.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138234087","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1138234087?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 21:39","pubTimestamp":1786109967,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc.今日盘中大幅上涨7.07%，引发市场广泛关注。消息面上，中信建投最新研报指出，AI算力产业链已进入下游需求倒逼上游产能的深度爆发期。亚马逊一季度AI年化营收突破150亿美元，进一步印证了云巨头在AI应用端的商业变现能力，而底层硬件支撑的紧缺与建设周期之长，构成了当前AI行业最为坚实的景气循环闭环。与此同时，光通信板块当日整体走强，Applied Optoelectronics、Coherent等个股纷纷上涨，板块共振进一步助推了Lumentum的涨势。","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":"1133732760","title":"異動解讀｜Lumentum Holdings盤中上漲3.23%，AI算力產能緊缺預期疊加財報前瞻持續提振情緒","url":"https://stock-news.laohu8.com/highlight/detail?id=1133732760","media":"行情直击","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1133732760?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 21:32","pubTimestamp":1786109575,"startTime":"0","endTime":"0","summary":"8月7日，Lumentum 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18:40","pubTimestamp":1786099211,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信板块盘前普涨，截至发稿，Applied Optoelectronics 涨13.27%，Coherent涨4.87%，康宁涨4.78%，Lumentum涨4.53%，Astera Labs涨1.29%。维持对全球光通信行业高景气度的判断，未来五年有望持续保持高增长态势，持续推荐光通信板块。中国光模块龙头在AI高速互联领域已建立起覆盖技术迭代、量产规模与客户响应的综合优势，产业链地位稳固，禁令落地面临较大的产业现实阻力。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210625/OGIwZDQyMDYwMGIwOWQ1NTkxMDE1Mzc1NTA2MDQ=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/OGIwZDQyMDYwMGIwOWQ1NTkxMDE1Mzc1NTA2MDQ=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303553","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":["LU0012050646.USD","LU2473716301.USD","LU0240878834.USD","LITX","LU0240877869.USD","SGXZ99366536.SGD","LU2322448791.USD","IE00B19Z4B17.USD","BK4020","LU0205194284.USD","SOXY","LU2211815571.USD","ALAB","RULE","BK4141","BK4157","LU0348723411.USD","LU2543165471.USD","LU2506951792.HKD","LU1992135472.HKD","SGXZ81514606.USD","LU2931357623.SGD","LU2265009873.SGD","LU2089985449.USD","LU1992135399.USD","COHH","BK4512","LU0106261612.USD","LU2272731782.SGD","LU0823414551.USD","LU0289739343.SGD","COWG","SMHX","LU2357305700.SGD","LU1548497426.USD","LU2322448957.HKD","COHR","LU2357125470.USD","IE0031619046.USD","COHX","CHAT","GLWG","LU1861215975.USD","LU1804176565.USD","IE00BFMHRM44.USD","LU1720051108.HKD","CNAV","LU2272731865.HKD","LITE","GLW","BK4148","LAZR","IE00B7SZL793.SGD","AIPI","XITK","LU2294711713.HKD","LU0205193047.USD","BK4588","COHC","LU0823414478.USD","AAOI","AAOX","LU2272731600.USD","LU0266013472.USD","LU1861220033.SGD","EGGY","LU0511384066.AUD","SPRX","LU2290526834.HKD","LABX","SGXZ51526630.SGD","LU0289961442.SGD","LU2249611893.SGD","LU0274383776.USD","BK4585","IE00B66KJ199.SGD","LU1720051017.SGD","XSD","LU2360107168.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1157974217","title":"異動解讀 | Lumentum盤前大漲5%，AI算力產能緊缺預期疊加財報樂觀前瞻提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1157974217","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1157974217?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 16:12","pubTimestamp":1786090368,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc.(LITE)今日盘前股价大幅上涨5.00%，引发市场关注。消息面上，中信建投研报指出，AI算力产业链已进入下游需求倒逼上游产能的深度爆发期，Lumentum作为上游核心光学组件巨头，其产能可能提前售罄至2028年，产能紧缺预期显著升温。同时，公司将于8月11日盘后披露新一季业绩，市场一致预期本季营收约9.88亿美元，同比增长111.83%；调整后每股收益约2.97美元，同比增长271.06%，核心驱动来自高端组件持续出货与产品组合升级提升均价，财报前瞻持续提振市场情绪。","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":"1171797177","title":"異動解讀｜Lumentum Holdings盤前上漲4.04%，AI算力產能緊缺預期疊加財報前瞻持續提振情緒","url":"https://stock-news.laohu8.com/highlight/detail?id=1171797177","media":"行情直击","labels":["dataReport","preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171797177?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 16:00","pubTimestamp":1786089639,"startTime":"0","endTime":"0","summary":"8月7日，Lumentum Holdings盘前上涨4.04%，报867.03美元/股，成交额7.98万美元。消息面上，中信建投研报指出AI算力产业链已进入下游需求倒逼上游产能的深度爆发期，Lumentum核心光学组件产能可能提前售罄至2028年，产能紧缺预期显著升温。同时，公司将于8月11日盘后披露新一季业绩，市场一致预期本季营收约9.88亿美元，同比增长111.83%；调整后每股收益约2.97美元，同比增长271.06%，核心驱动来自高端组件持续出货与产品组合升级提升均价，财报前瞻持续提振市场情绪。","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4.04%，AI算力产能紧缺预期叠加财报前瞻持续提振情绪","news_tag":"dataReport,preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1151632159","title":"美股光通信股夜盤走強，Lumen Technologies漲5%，Lumentum、Coherent漲2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151632159","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1151632159?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 08:38","pubTimestamp":1786063132,"startTime":"0","endTime":"0","summary":"美股光通信股夜盘走强，$Lumen Technologies(LUMN)$涨5%，Lumentum涨2%，Coherent涨2%， $康宁(GLW)$ 涨 1%。","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":["GLW","COHX","LITE","LITX","COHR","LUMN","GLWG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1126258516","title":"異動解讀｜Lumentum Holdings夜盤上漲3.61%，AI算力產能緊缺預期疊加財報前瞻持續提振情緒","url":"https://stock-news.laohu8.com/highlight/detail?id=1126258516","media":"行情直击","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1126258516?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 08:00","pubTimestamp":1786060841,"startTime":"0","endTime":"0","summary":"8月7日，Lumentum Holdings夜盘上涨3.61%，报868.29美元/股。消息面上，中信建投研报指出AI算力产业链已进入下游需求倒逼上游产能的深度爆发期，Lumentum核心光学组件产能可能提前售罄至2028年，产能紧缺预期显著升温。同时，公司将于8月11日盘后披露新一季业绩，市场一致预期本季营收约9.88亿美元，同比增长111.83%；调整后每股收益约2.97美元，同比增长271.06%，核心驱动来自高端组件持续出货与产品组合升级提升均价，财报前瞻持续提振市场情绪。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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夜盘上涨3.61%，AI算力产能紧缺预期叠加财报前瞻持续提振情绪","news_tag":"preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171009975","title":"異動解讀｜Lumentum Holdings盤後上漲3.1%，AI算力需求推升產能緊缺預期疊加財報前瞻提振情緒","url":"https://stock-news.laohu8.com/highlight/detail?id=1171009975","media":"行情直击","labels":["dataReport","preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171009975?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 05:40","pubTimestamp":1786052442,"startTime":"0","endTime":"0","summary":"8月6日，Lumentum Holdings盘后上涨3.1%，报862.33美元/股，成交额5687.95万美元。同时，公司将于8月11日盘后披露新一季业绩，市场一致预期本季营收约9.88亿美元，同比增长111.83%；调整后每股收益约2.97美元，同比增长271.06%，核心驱动来自高端组件持续出货与产品组合升级提升均价，财报前瞻持续提振市场情绪。","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":"dataReport,preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657327659","title":"Lumentum Holdings Inc(LITE)股票8月6日盤中上漲5.04%：背後推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2657327659","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657327659?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 01:16","pubTimestamp":1786036584,"startTime":"0","endTime":"0","summary":"• Lumentum公布的季度业绩在关键财务指标上均超出市场共识预期。\n• 对高速光模块的需求正推动云计算和网络领域的增长。\n• 随着超大规模数据中心市场份额的增长，分析师纷纷上调了其目标价。","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/262084713-market-movers-lite-20260806","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":["LU2543165471.USD","EGGY","LU0240878834.USD","BK4588","LAZR","LU2249611893.SGD","LITX","LU2360107168.USD","LU1861220033.SGD","LU0823414551.USD","BK4585","LU0823414478.USD","LU2290526834.HKD","FOTO","LUMA","LU0511384066.AUD","LU0205194284.USD","LU0012050646.USD","LU1861215975.USD","LU0240877869.USD","LU0348723411.USD","LU0289739343.SGD","LU2506951792.HKD","BK4020","LU0205193047.USD","LU0289961442.SGD","LU2357125470.USD","LITE","LU0106261612.USD","LU2294711713.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1148588043","title":"異動解讀 | AI算力需求推動光器件巨頭產能告急，Lumentum盤中大漲5.23%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148588043","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1148588043?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 22:18","pubTimestamp":1786025930,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc.今日盘中大幅上涨5.23%，引发市场广泛关注。消息面上，中信建投发布研报指出，AI算力产业链已进入下游需求倒逼上游产能的深度爆发期，而上游核心光学组件巨头Lumentum的产能可能很快提前售罄至2028年，揭示了底层硬件支撑的紧缺与建设周期之长。这种从云端软件营收增速到硬件基础设施长达数年的订单锁定，构成了当前AI行业最为坚实的景气循环闭环，市场对公司在AI光通信领域的长期增长前景预期显著提升。","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":"1190888193","title":"異動解讀｜Lumentum Holdings盤中下跌3.68%，前期急漲後回吐疊加高管減持持續壓制反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1190888193","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1190888193?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 21:49","pubTimestamp":1786024166,"startTime":"0","endTime":"0","summary":"8月6日，Lumentum Holdings盘中下跌3.68%，报830.97美元/股，成交额3.77亿美元。消息面上，公司此前因动量股强制平仓一度跌至679美元附近，随后两个交易日在光通信板块修复及财报预期提振下大幅反弹超28%，短期获利回吐压力显现。同时，公司内部人士近三个月累计减持约3886万美元，持续压制市场情绪。同行业光通信个股同步走弱，Applied Optoelectronics跌2.61%、Arista Networks跌2.17%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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 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2-光网络公司Lumilens在最新一轮融资中估值达55亿美元第6至7段中的首席执行官评论及全文相关细节路透8月6日-光网络初创公司Lumilens周四表示，在最新一轮融资中，其估值达到55.1亿美元，这得益于人工智能数据中心投资激增，从而推动了对高速连接技术的需求。Lumilens表示，已根据与某客户达成的数十亿美元协议开始发货，虽未透露该客户身份，但称其为四大超大规模云服务商之一。该公司表示，将利用这笔新融资扩大其工程和制造业务规模。","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:20260806:nL4S4431D1:1","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":["TRUC","XDAT","CSCS","VGT","XLK","CNEQ","LTL","CSCO","IGV","TTXU","GOOX","LITE","AIQ","TDIV","AMZW","FOTO","AMZD","MSFO","ONLN","GOOW","MSFT","AMZY","CIBR","CMAG","AZYY","METV","MSFL","IXN","MSFD","CLIX","CQTM","MSFX","OGIG","GOOGL","LUMA","RTH","MSFU","SNPE","MSFW","ROM","HPE","VOX","SPTE","MSFY","AMZP","CSCL","IYZ","FTEC","XLC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657752332","title":"光通信概念股局部強勢 AXT Inc（AXTI）漲13.77% 機構預警：美國若盲目切割中國光模塊產品將反噬西方廠商","url":"https://stock-news.laohu8.com/highlight/detail?id=2657752332","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657752332?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 22:06","pubTimestamp":1785938807,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信概念股局部强势，截至发稿，AXT Inc 涨13.77%，Coherent涨5.12%，Applied Optoelectronics涨3.87%，Lumentum涨2.07%，Ciena涨1.77%，安费诺涨1.51%，Credo 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Holdings盤中上漲3.1%，財報前瞻顯示營收預期按年增超111%疊加光通信板塊持續修復","url":"https://stock-news.laohu8.com/highlight/detail?id=1128436084","media":"行情直击","labels":["dataReport","preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1128436084?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 21:58","pubTimestamp":1785938331,"startTime":"0","endTime":"0","summary":"8月5日，Lumentum Holdings盘中上涨3.1%，报875.99美元/股，成交额6.34亿美元。消息面上，公司将于8月11日盘后披露新一季业绩，市场一致预期本季营收约9.88亿美元，同比增长111.83%；调整后每股收益约2.97美元，同比增长271.06%，核心驱动来自高端组件持续出货与产品组合升级提升均价。此外，光通信板块延续修复走势，同行业个股Applied Optoelectronics涨5.61%、Arista Networks涨2.98%，板块共振进一步提振市场情绪。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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":"dataReport,preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183431543","title":"異動解讀｜Lumentum Holdings盤前下跌3.1%，報823.55美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1183431543","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183431543?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 21:18","pubTimestamp":1785935923,"startTime":"0","endTime":"0","summary":"8月5日，Lumentum Holdings盘前下跌3.1%，报823.55美元/股，成交额4578.89万美元。Lumentum Holdings所在的通信设备行业中，个股中，思科涨1.38%，Applied Optoelectronics跌4.54%，Arista Networks涨8.95%，诺基亚跌0.46%，Ciena科技跌1.73%。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，并积极向消费电子成像与传感等新兴市场拓展。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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":8,"totalSize":400,"code":"91000000","status":"200"}]}}