6月24日，Lumentum Holdings盘中上涨3.45%，报856.51美元/股，成交额11.04亿美元。消息面上，通信设备板块整体回暖，同板块中Ciena科技涨3.87%，诺基亚涨2.52%，板块联动效应带动个股修复。
此外，公司CEO此前在Mizuho科技会议上明确表示，近封装光学（NPO）技术机会可能比共封装光学（CPO）更大，预计2027年下半年量产，每个机架激光器需求量显著增加，为公司提供了新增长叙事，有效对冲了此前SemiAnalysis报告引发的CPO量产延期担忧。东吴证券近期给予公司买入评级，看好其在AI光互联赛道的卡位优势，进一步提振市场情绪。
（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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