7月23日，Lumentum Holdings盘前上涨3.05%，报853.45美元/股，成交额532.94万美元。消息面上，巴克莱银行将Lumentum评级由"平配"大幅上调至"超配"，目标价定为1000美元；摩根大通此前亦将目标价从1130美元上调至1165美元，维持跑赢大盘评级，机构共识均价约1126美元。
此外，费城半导体指数近日大涨5.21%，光通信板块整体走强，台积电高管表示AI领域正引发长期结构性需求爆发，持续提振光通信产业链情绪。该股自5月高点回调逾30%后，多重利好共振推动超跌反弹延续。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。
（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。）
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