7月20日，Lumentum Holdings盘中上涨5%，报774.98美元/股，成交额1.7亿美元。
消息面上，巴克莱银行将Lumentum从等权重上调至跑赢大盘评级，目标价定为1000美元。同日，摩根大通此前已将其目标价从1130美元上调至1165美元，维持跑赢大盘评级，机构共识均价为1126美元。此外，台积电首席财务官表示芯片市场下游持续涌现多年级超级需求浪潮，AI领域长期结构性需求持续爆发，提振光通信产业链情绪。此前瑞银报告亦指出光电路交换机产量提升及EML、泵浦激光器等收发器件需求旺盛，将为公司带来业绩利好。该股自7月9日大涨逾12%后连续调整，本次多重利好共振推动超跌反弹。
（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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