Lumentum Holdings Inc.（LITE）今日盘中股价大幅下挫7.41%，引发市场广泛关注。
消息面上，公司即将于美东时间8月11日盘后公布2026财年第四季度业绩，财报公布前夕资金避险情绪升温，部分投资者选择获利了结。此前Lumentum年内涨幅已超过140%，在业绩公布前，市场出现明显的资金出逃迹象。此外，光通信板块整体走弱，同板块的Coherent盘中跌幅达12%，进一步加剧了Lumentum的抛售压力。
尽管Lumentum盘前一度上涨逾3%，市场对其业绩预期普遍乐观，分析师预计第四财季营收约9.89亿美元，同比增长约105%，每股收益预期约2.99美元。然而，在财报正式公布前，叠加中东地缘局势不确定性及市场等待关键通胀数据等宏观因素，投资者风险偏好有所下降，导致该股盘中出现大幅回调。
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