芯片公司，闷声发大财

半导体芯闻

02/04

如果您希望可以时常见面，欢迎标星收藏哦~光学与商用激光元件供应商Lumentum (LITE.US)公布的财报财测皆击败华尔街原先预估，盘后股价应声跳高。Investor`s Business Daily、Zacks报导，Lumentum 3日美股盘后公布2026会计年度第二季(10-12月)财报：营收年增65.5% (季增24.7%)至6.655亿美元；经调整的非一般公认会计原则(Non-...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2609310391"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2609310391\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2609310391?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2026-02-04 18:15","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2609310391","market":"us","top_or_hot":-1,"title":"芯片公司，闷声发大财","media":"半导体芯闻","content":"<div>\n<p>如果您希望可以时常见面，欢迎标星 收藏哦~光学与商用激光元件供应商Lumentum (LITE.US)公布的财报财测皆击败华尔街原先预估，盘后股价应声跳高。Investor`s Business Daily、Zacks报导，Lumentum 3日美股盘后公布2026会计年度第二季(10-12月)财报：营收年增65.5% (季增24.7%)至6.655亿美元；经调整的非一般公认会计原则(Non-...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204194028a6d2b441&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>芯片公司，闷声发大财</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n芯片公司，闷声发大财\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 18:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204194028a6d2b441&s=b><strong>半导体芯闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如果您希望可以时常见面，欢迎标星 收藏哦~光学与商用激光元件供应商Lumentum (LITE.US)公布的财报财测皆击败华尔街原先预估，盘后股价应声跳高。Investor`s Business Daily、Zacks报导，Lumentum 3日美股盘后公布2026会计年度第二季(10-12月)财报：营收年增65.5% (季增24.7%)至6.655亿美元；经调整的非一般公认会计原则(Non-...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204194028a6d2b441&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0511384066.AUD","symbol_name":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204194028a6d2b441&s=b","article_id":"2609310391","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204194028a6d2b441&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2609310391","pubTimestamp":1770200123,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"根据调查，分析师原本预测Q2营收、Non-GAAP每股盈余将达6.521亿美元、1.41美元。Hurlston并指出，“在OCS方面，该公司正在迅速扩充产能以满足客户需求，这些需求已让积压订单远超4亿美元。CPO方面，我们接获一笔价值数亿美元的追加订单，预计2027年上半年交付。”Lumentum 3日在正常盘上涨2.76%、收435.10美元，创历史收盘新高；盘后劲扬，至截稿前大涨7.68%、报468.50美元。年初迄今，Lumentum劲扬18.04%，2025年则飞涨339.06%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4588":"碎股","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4535":"淡马锡持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0205193047.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD)  ACC","LU0106261612.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" ACC","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV","LU0012050646.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" (USD) INC AV","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4020":"通信设备","LITE":"Lumentum Holdings Inc.","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","BK4585":"ETF&股票定投概念","LU0205194284.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD) INC AV","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC"},"translate_title":"Chip company, making a fortune in silence","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LITE":1.97},"content_text":"如果您希望可以时常见面，欢迎标星 收藏哦~光学与商用激光元件供应商Lumentum (LITE.US)公布的财报财测皆击败华尔街原先预估，盘后股价应声跳高。Investor`s Business Daily、Zacks报导，Lumentum 3日美股盘后公布2026会计年度第二季(10-12月)财报：营收年增65.5% (季增24.7%)至6.655亿美元；经调整的非一般公认会计原则(Non-GAAP)每股盈余为1.67美元，远高于去年同期的0.42美元；Non-GAAP毛利率为42.5%，高于去年同期的32.3%。根据调查，分析师原本预测Q2营收、Non-GAAP每股盈余将达6.521亿美元、1.41美元。展望本季(1-3月)，Lumentum预测营收将介于7.8~8.3亿美元；Non-GAAP每股盈余将介于2.15~2.35美元。根据调查，分析师原本预测Q3营收、Non-GAAP每股盈余将达7.604亿美元、1.6美元。Lumentum执行长Michael Hurlston在财报新闻稿中表示，“我们的前瞻指引预测营收成长率有望超过85%。然而，我们迎来的两大商机——光路交换器(OCS)与共同封装光学(CPO)，才刚刚在起跑线准备就绪。”Hurlston并指出，“在OCS方面，该公司正在迅速扩充产能以满足客户需求，这些需求已让积压订单远超4亿美元。CPO方面，我们接获一笔价值数亿美元的追加订单，预计2027年上半年交付。”Lumentum客户包括苹果(Apple Inc.)、英伟达(Nvidia Corp.)及Alphabet Inc.旗下的Google。竞争对手包括Coherent (COHR.US)及Broadcom (AVGO.US)。Lumentum 3日在正常盘上涨2.76%、收435.10美元，创历史收盘新高；盘后劲扬，至截稿前大涨7.68%、报468.50美元。年初迄今，Lumentum劲扬18.04%，2025年则飞涨339.06%。（来源：moneyDJ）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}