6月15日，Lumentum Holdings盘前上涨4.39%，报962.01美元/股，成交额739.84万美元。
消息面上，太空算力领域蓝图明确提出星间激光通信需求，行业分析指出该功能主要元件供应商为Coherent与Lumentum两大国际激光巨头，Lumentum作为光通信关键组件供应商正迎来实质性订单预期与业务增量。此外，该股此前因可转债换股削减约6.504亿美元债务及英伟达20亿美元投资光芯片协议双重利好大涨后经历回调，短线卖压逐步释放。通信设备板块今日集体走强，Applied Optoelectronics涨5.69%，Ciena科技涨4.58%，Arista Networks涨2.84%，诺基亚涨2.77%，板块回暖情绪带动技术性修复延续。Northland Securities此前将Lumentum目标价上调至1200美元并维持跑赢大盘评级，市场对其光芯片业务前景的乐观预期仍构成中期支撑。
（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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