7月9日，Lumentum Holdings盘中上涨7.1%，报774.285美元/股，成交额4.48亿美元。消息面上，AI光通信板块在经历6月底以来的持续分化调整后迎来集体反弹，同板块Ciena科技涨7.55%、Applied Optoelectronics涨6.55%、诺基亚涨4.77%，行业联动效应显著。
此前Lumentum自6月26日单日跌超7%以来，7月多个交易日连续下挫，短期超跌后修复动能释放。基本面方面，英伟达此前向Lumentum投资20亿美元并达成战略协议，公司总营收近乎翻倍至8.08亿美元，当季预期营收9.6亿至10亿美元。但公司当前市盈率仍超125倍，估值消化压力仍需关注。
（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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