8月19日，Lumentum Holdings盘中下跌3.61%，报860.53美元/股，成交额6.81亿美元。公司盘前一度反弹3.06%，但开盘后买盘动能衰竭，反弹未能延续。前一交易日公司随AI硬件板块因美债收益率飙升、AI基建融资泡沫担忧及OpenAI营收增速放缓等多重利空共振大跌约10%，今日盘中再度走弱显示市场情绪仍未企稳。基本面层面，公司8月11日发布的第四财季业绩大幅超预期，营收同比增109%至10.1亿美元，第一财季营收指引中值12.5亿美元高出市场预期约8%，多家投行上调目标价。当前通信设备板块表现分化，Applied Optoelectronics涨1.89%，Arista Networks跌1.39%。
（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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