美股詳情

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Lumentum Holdings Inc.

927.03

-8.6700-0.93%

盤後：927.530.5000+0.05%19:59 EDT

成交量：340.14萬

成交額：31.90億

市值：831.55億

市盈率：-9.97

高：973.50

開：945.60

低：914.65

收：935.70

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：0.75

換手率：3.82%

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：17.91

市盈率(LYR):-9.97

資料載入中...

總覽公司新聞公告

Lumentum（LITE）大漲15%引領光通信板塊走強公司三季度訂單已排到2028年

異動解讀｜Lumentum Holdings盤中上漲9.46%，微軟財報提振AI基建信心帶動光通信板塊強勢反彈

異動解讀｜Lumentum Holdings盤前上漲5.04%，報631.0美元

美股三大股指期貨齊上揚，納指期貨升1%；AI概念股、存儲股、光通信股盤前悉數上漲

老虎资讯综合

異動解讀｜Lumentum Holdings盤中下跌5.62%，AI基建資本開支擔憂持續拖累光通信板塊

異動解讀｜Lumentum Holdings盤前下跌3.82%，AI基建資本開支擔憂持續拖累光通信板塊

異動解讀 | 夜盤大跌5.05%，Lumentum受AI基建資本開支擔憂拖累

異動解讀｜Lumentum Holdings夜盤上漲3.43%，報674.3美元

異動解讀｜Lumentum Holdings盤後下跌3.52%，AI基建資本開支擔憂持續拖累光通信板塊

美股異動｜光通信概念股板塊重挫，康寧跌近19%，AXT跌超15%，AAOI跌近14%，COHR、 LITE跌超12%

老虎资讯综合

光通信板塊下滑明顯 Lumentum（LITE）跌11.69% 康寧業績指引與資本模式引分歧

異動解讀 | AI基建資本開支擔憂蔓延，Lumentum盤中大跌8.77%

異動解讀｜Lumentum Holdings盤中下跌5.9%，AI基建資本開支擔憂蔓延拖累光通信板塊

異動解讀 | AI基建資本開支擔憂蔓延，Lumentum盤前大跌5%

異動解讀｜Lumentum Holdings盤前下跌3.23%，報690.9美元

美股光通信板塊盤前延續跌勢，康寧、邁威爾科技、Coherent跌超3%，Lumentum、Ciena跌超2%。

異動解讀｜Lumentum Holdings夜盤下跌3.01%，報690.5美元

Bitget UEX 日報｜特朗普稱美伊談判窗口有限；蘋果市值超越英偉達重回全球第一；美股升跌不一存儲與光通信承壓 (2026年07月28日)

異動解讀｜Lumentum Holdings盤中下跌3.58%，報735.64美元

異動解讀｜Lumentum Holdings夜盤上漲3.05%，谷歌上調資本開支疊加光器件供需緊張持續提振

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Inc.涨3.17%，Ciena科技涨2.91%，思科涨1.0%。Lumentum控股公司是一家行业领先的光学和光子产品供应商，面向光通信及商用激光器等终端市场，受益于AI算力扩张驱动的高速互联需求。公司下次财报预计于8月11日盘后发布，市场预期每股收益为2.62美元。","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":"1180109153","title":"美股三大股指期貨齊上揚，納指期貨升1%；AI概念股、存儲股、光通信股盤前悉數上漲","url":"https://stock-news.laohu8.com/highlight/detail?id=1180109153","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1180109153?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 18:58","pubTimestamp":1785409092,"startTime":"0","endTime":"0","summary":"美股三大股指期货齐上扬， $NQ100指数主连 2609(NQmain)$升 1%。美股 AI 概念股、存储股、光通信股盘前悉数上扬，微软盘前飙9%，AMD 升 2%；希捷科技、闪迪升逾 2%； $Lumentum Holdings Inc.(LITE)$升 3%，康宁升 2%。","market":"us","thumbnail":"https://static.tigerbbs.com/1d6a4572b675796b315e560ea7fe3401","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/1d6a4572b675796b315e560ea7fe3401"],"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":[".DJI",".SPX","LITX",".IXIC","LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1131002526","title":"異動解讀｜Lumentum Holdings盤中下跌5.62%，AI基建資本開支擔憂持續拖累光通信板塊","url":"https://stock-news.laohu8.com/highlight/detail?id=1131002526","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131002526?lang=zh_tw&edition=fundamental","pubTime":"2026-07-29 22:26","pubTimestamp":1785335196,"startTime":"0","endTime":"0","summary":"7月29日，Lumentum Holdings盘中下跌5.62%，报615.32美元/股，成交额5.43亿美元。消息面上，市场对AI基础设施资本开支节奏的担忧情绪持续蔓延，光通信板块延续弱势。此前康宁Q3业绩指引令市场失望，核心销售额预测上限仅与预期持平，引发光通信板块集体重挫。资金正从\"AI基建高投入、回报不确定\"的硬件叙事转向更为谨慎的定价，光模块与高速互联需求高度依赖AI数据中心资本开支，光通信作为上游敏感环节率先承压。","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":"1154463793","title":"異動解讀｜Lumentum Holdings盤前下跌3.82%，AI基建資本開支擔憂持續拖累光通信板塊","url":"https://stock-news.laohu8.com/highlight/detail?id=1154463793","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154463793?lang=zh_tw&edition=fundamental","pubTime":"2026-07-29 16:05","pubTimestamp":1785312314,"startTime":"0","endTime":"0","summary":"7月29日，Lumentum Holdings盘前下跌3.82%，报655.0美元/股，成交额404.29万美元。消息面上，市场对AI基础设施资本开支节奏的担忧情绪持续蔓延，光通信板块延续弱势。此前康宁Q3业绩指引令市场失望，核心销售额预测上限仅与预期持平，引发光通信板块集体重挫，Lumentum前一交易日盘中已大跌超11%。资金正从\"AI基建高投入、回报不确定\"的硬件叙事转向更为谨慎的定价，光模块与高速互联需求高度依赖AI数据中心资本开支，光通信作为上游敏感环节率先承压。","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":"1163411635","title":"異動解讀 | 夜盤大跌5.05%，Lumentum受AI基建資本開支擔憂拖累","url":"https://stock-news.laohu8.com/highlight/detail?id=1163411635","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163411635?lang=zh_tw&edition=fundamental","pubTime":"2026-07-29 12:15","pubTimestamp":1785298537,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc.（LITE）在夜盘交易中股价大幅下跌5.05%，引发市场关注。消息面上，市场对AI基础设施资本开支节奏的担忧情绪持续蔓延，导致光通信板块整体承压。资金正从“AI基建高投入、回报不确定”的硬件叙事转向更为谨慎的定价，光模块与高速互联需求高度依赖AI数据中心资本开支，当市场对投入节奏产生疑虑时，光通信作为上游敏感环节率先受到冲击。行业内Applied Optoelectronics、Ciena、诺基亚等相关个股也同步走弱，板块延续普跌格局。","market":"sg","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":"1151291453","title":"異動解讀｜Lumentum Holdings夜盤上漲3.43%，報674.3美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1151291453","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1151291453?lang=zh_tw&edition=fundamental","pubTime":"2026-07-29 08:10","pubTimestamp":1785283859,"startTime":"0","endTime":"0","summary":"7月29日，Lumentum Holdings夜盘上涨3.43%，报674.3美元/股，成交额141.55万美元。Lumentum Holdings所在的通信设备行业中，个股中，Applied Optoelectronics Inc.涨2.95%，诺基亚涨0.9%，Arista Networks, Inc.涨0.76%，思科持平，Ciena科技跌0.16%。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，受益于AI算力扩张驱动的高速互联需求。公司下次财报预计于8月11日盘后发布，市场预期每股收益为2.62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":"1179887535","title":"異動解讀｜Lumentum Holdings盤後下跌3.52%，AI基建資本開支擔憂持續拖累光通信板塊","url":"https://stock-news.laohu8.com/highlight/detail?id=1179887535","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1179887535?lang=zh_tw&edition=fundamental","pubTime":"2026-07-29 07:00","pubTimestamp":1785279645,"startTime":"0","endTime":"0","summary":"7月29日，Lumentum Holdings盘后下跌3.52%，报627.9美元/股，成交额3010.63万美元。消息面上，市场对AI基础设施资本开支节奏的担忧情绪持续蔓延，光通信板块延续弱势。前一交易日Lumentum盘中已大跌超8%，与Coherent、Ciena等光通信个股同步走弱，资金正从\"AI基建高投入、回报不确定\"的硬件叙事转向更为谨慎的定价。光模块与高速互连需求高度依赖AI数据中心资本开支，当市场对投入节奏产生疑虑时，光通信作为上游敏感环节率先承压。","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":"1168941063","title":"美股異動｜光通信概念股板塊重挫，康寧跌近19%，AXT跌超15%，AAOI跌近14%，COHR、 LITE跌超12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1168941063","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1168941063?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 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Inc跌14.13%，康宁跌16.20%。消息面上，康宁发布二季度财报，核心销售额47.4亿美元，同比增长17%，超预期约2.3%。核心运营利润率20.9%，同比扩张190个基点。核心ROIC14.9%，同比提升180个基点。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303120","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":["LU0957808578.USD","LU0256863902.USD","LU2357125470.USD","FAI","LU1951198990.SGD","LU1720051108.HKD","LU0708994859.HKD","LU2237438978.USD","LU2271345857.HKD","LU2491049909.HKD","SG9999014898.SGD","LU0345770993.USD","SG9999017495.SGD","LU0353189763.USD","LU1064131342.USD","LU0205194284.USD","IE00BKVL7J92.USD","NVDS","CIEN","AGOX","LU1645745479.HKD","LU2361044949.HKD","LU2237957811.SGD","AXTI","LU0289739343.SGD","LU2087621335.USD","BK4608","LU0238689110.USD","BK4512","LU1988902786.USD","SG9999001424.SGD","LU0133085943.USD","LU1917777945.USD","EFIV","LU0234570918.USD","LITE","LU0494093205.USD","LU1989772840.SGD","IE0004091025.USD","LU0124676726.USD","LU1153585028.USD","LU1244550221.USD","XITK","LU1670756490.USD","IE00B7SZL793.SGD","LU3102509885.SGD","LU0642271901.SGD","LU2462157665.USD","IE00BK4W5L77.USD","GAMR","SG9999002224.SGD","IE0004445239.USD","IE0004445015.USD","LU1823568750.SGD","SGXZ51526630.SGD","LU1202635105.USD","BK4551","THMR","LU0316494557.USD","LU0738911758.USD","LU0274383776.USD","LU2265009873.SGD","LU1267930730.SGD","LU2756315664.SGD","LU0096364046.USD","LU1316542783.SGD","LU2065171402.SGD","LU1116320901.HKD","LU0889565833.HKD","BK4532","CLSE","LU0106261372.USD","LU1923622291.USD","TTEQ","LU2089985449.USD","LU2125154935.USD","CRDO","LU0289960550.SGD","IE00B1XK9C88.USD","LU2592432038.USD","IE0034235295.USD","IE00BFSS7M15.SGD","IE00B4JS1V06.HKD","LU1934455863.HKD","IE0001KFT4U8.USD","LU1839511570.USD","LU0012050646.USD","IE000ITXATA3.USD","SMH","DTCR","BK4548","LU0082616367.USD","COHR","LU0787776722.HKD","IE00BJJMRX11.SGD","LU0081259029.USD","LU2106854487.HKD","ESUM","LU0210536198.USD","LU2237443549.SGD","FXL","LU0265550359.USD","LU2065169927.USD","BK4585","LU1429558221.USD","LU0912757837.SGD","LU2236285917.USD","LU1267930573.SGD","LU0203202063.USD","LU2098885051.SGD","LU0006306889.USD","LU0154245673.USD","FDTX","3NVD.UK","LU2168564065.EUR","SHOC","LU1127390331.HKD","LU2543165471.USD","ARTY","COHH","LU2458330169.SGD","LU2213496289.HKD","HK0000914660.USD","LU0345768740.USD","LU0080751232.USD","LU1861215975.USD","BK4605","SG9999015978.USD","LU2471134879.HKD","LU0323239441.USD","LU2092937148.SGD","IE00BDCRKT87.USD","LU1732799900.SGD","IE00BHPRN162.USD","IE000YTNTUN2.SGD","LU0158827948.USD","IE00BQXX3C00.GBP","LU2168564222.USD","BK4148","LU1791710400.SGD","BK4515","IE000W1ABFV2.USD","LU0965508806.USD","LU0965509283.SGD","LU2360032135.SGD","WISE","LU2931357623.SGD","IE000Q6AESB8.SGD","IE00B66KJ199.SGD","LU0077335932.USD","HK0000320223.HKD","LU1046421795.USD","LU2381873111.SGD","LU1084165304.USD","SGXZ31699556.SGD","LU0203201768.USD","IE00BFSS8Q28.SGD","MXL","LU2413666426.HKD","LAZR","LU1037948897.HKD","LU2552382058.USD","LU0211328371.USD","LU1989764748.USD","BK4554","LU0708995401.HKD","FCUS","CHAT","LU0094547139.USD","LU1551013425.SGD","LU0820561909.HKD","NVDU","BK4529","LFGY","LU0345769128.USD","NVD","LU0154236417.USD","LU1280957306.USD","DIPS","LU0109392836.USD","LU1815333072.USD","LU2023250330.USD","LU2111349929.HKD","LU0795875169.SGD","LU1066051225.USD","LU1267930490.SGD","LU1037948541.HKD","LU0868494617.USD","LU2602419157.SGD","LU0528227936.USD","LU2249611893.SGD","SNPE","LU0170899867.USD","LU2125909593.SGD","BK4141","LU2125154778.USD","LU0672654240.SGD","IE00BJTD4V19.USD","LU0985320562.USD","LU1935042991.SGD","LU0198837287.USD","SPTE","LU0096362180.USD","LU1244550494.USD","NVII","IE00BN8TJ469.HKD","LU0069063385.USD","LU1169589451.USD","LU2247934214.USD","IE00BMPRXR70.SGD","LU2750360997.AUD","XNTK","IE00BK4W5M84.HKD","CMAG","LU2237443895.HKD","NVD3.UK","HK0000320264.USD","LU2360107168.USD","IE00BWXC8680.SGD","LU0511384066.AUD","LU1066051498.USD","LU2471134523.USD","SG9999014880.SGD","LU2089284900.SGD","IETC","BK4147","LU2347655156.SGD","LU0726765562.USD","LU1983260115.SGD","LU2896262040.SGD","BK4567","LU0109391861.USD","LU1974910355.USD","HK0000304797.USD","IE00B4YYXB79.USD","BK4534","LU0215105999.USD","METV","LU0965509101.SGD","NVDG","LU0820561818.USD","LU0011850046.USD","LU0719512351.SGD","GLWG","IE00BLSP4239.USD","LU2272731600.USD","LU2461242641.AUD","LU2463028550.USD","LU0061474960.USD","LU0240877869.USD","LU0949170772.SGD","SG9999015945.SGD","XLK","LU2471134952.CNY","IE00BQXX3D17.EUR","BK4543","IE00BKPKM429.USD","SG9999000418.SGD","SPRX","LU1951200564.SGD","LU2272731782.SGD","BK4604","RULE","SG9999018865.SGD","LU0965509010.AUD","SG99990043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| AI基建資本開支擔憂蔓延，Lumentum盤中大跌8.77%","url":"https://stock-news.laohu8.com/highlight/detail?id=1194224332","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1194224332?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 21:42","pubTimestamp":1785246138,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc.今日盘中股价大跌8.77%，引发市场广泛关注。作为光通信器件供应商，Lumentum的股价走势与整个光通信板块同步走弱。消息面上，市场对AI基础设施资本开支节奏的担忧情绪持续蔓延，光通信板块整体承压。光模块与高速互连需求高度依赖AI数据中心资本开支，当市场对AI基建投入节奏产生疑虑时，光通信作为上游敏感环节率先承压。整体来看，光通信板块走势与存储、芯片形成共振，显示AI硬件链条整体进入预期修正阶段。","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":"-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":"1189465351","title":"異動解讀｜Lumentum Holdings盤中下跌5.9%，AI基建資本開支擔憂蔓延拖累光通信板塊","url":"https://stock-news.laohu8.com/highlight/detail?id=1189465351","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189465351?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 21:33","pubTimestamp":1785245590,"startTime":"0","endTime":"0","summary":"7月28日，Lumentum Holdings盘中下跌5.9%，报649.77美元/股，成交额3.03亿美元。消息面上，市场对AI基础设施资本开支节奏的担忧情绪持续蔓延，光通信板块整体承压。前一交易日Lumentum已下跌近7%，与Coherent等光通信个股同步走弱，资金正从\"AI基建高投入、回报不确定\"的硬件叙事转向更为谨慎的定价。行业内Applied Optoelectronics跌10.41%、Ciena科技跌8.78%、诺基亚跌4.6%、Arista Networks跌4.19%，板块呈现普跌格局。公司下次财报预计于8月11日盘后发布，市场预期每股收益为2.62美元。","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":"1141851919","title":"異動解讀 | AI基建資本開支擔憂蔓延，Lumentum盤前大跌5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1141851919","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141851919?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 19:26","pubTimestamp":1785237995,"startTime":"0","endTime":"0","summary":"光通信器件供应商Lumentum Holdings Inc.今日盘前大幅下挫5%，延续了前一交易日的弱势表现，引发市场关注。消息面上，光通信板块整体承压，主要受到市场对AI基础设施资本开支节奏的担忧情绪影响。在前一交易日，Lumentum已下跌近7%，与Coherent等光通信个股同步走弱，反映出资金正从\"AI基建高投入、回报不确定\"的硬件叙事转向更为谨慎的定价。","market":"sg","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":"1184422362","title":"異動解讀｜Lumentum Holdings盤前下跌3.23%，報690.9美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1184422362","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184422362?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 16:09","pubTimestamp":1785226182,"startTime":"0","endTime":"0","summary":"7月28日，Lumentum Holdings盘前下跌3.23%，报690.9美元/股，成交额532.5万美元。Lumentum Holdings所在的通信设备行业中，个股中，F5 Inc持平，思科跌0.5%，诺基亚跌2.0%，Arista Networks, Inc.跌2.16%，Applied Optoelectronics Inc.跌4.34%。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，受益于AI算力扩张驱动的高速互联需求。公司下次财报预计于8月11日盘后发布，市场预期每股收益为2.62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":"2654269074","title":"美股光通信板塊盤前延續跌勢，康寧、邁威爾科技、Coherent跌超3%，Lumentum、Ciena跌超2%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2654269074","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654269074?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 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Inc.跌0.27%。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，受益于AI算力扩张驱动的高速互联需求。公司下次财报预计于8月11日盘后发布，市场预期每股收益为2.62美元。","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":"1127989061","title":"異動解讀｜Lumentum Holdings夜盤上漲3.05%，谷歌上調資本開支疊加光器件供需緊張持續提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1127989061","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1127989061?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 08:13","pubTimestamp":1785111190,"startTime":"0","endTime":"0","summary":"7月27日，Lumentum Holdings夜盘上涨3.05%，报786.24美元/股，成交额189.93万美元。消息面上，谷歌母公司Alphabet此前发布财报，将全年资本支出指引上调至1950亿至2050亿美元，同时OpenAI将2030年前算力支出预测从6000亿美元上调至7500亿美元，AI基建军备竞赛持续升级，直接利好光通信上游器件需求。机构层面，巴克莱将Lumentum评级上调至\"超配\"，目标价1000美元；摩根大通维持跑赢大盘评级，目标价上调至1165美元，华尔街均价共识约1126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":"Lumentum夜盘上涨3.05%，谷歌上调资本开支叠加光器件供需紧张持续提振","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":10,"totalSize":400,"code":"91000000","status":"200"}]}}