7月20日，Lumentum Holdings盘前上涨3.16%，报756.0美元/股，成交额315.19万美元。消息面上，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，公司正全力提速亚利桑那州工厂产能扩建，AI领域长期结构性需求持续爆发，提振半导体及光通信产业链情绪。
此前瑞银发布前瞻报告指出，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Lumentum带来业绩利好。摩根大通亦将公司目标价从1130美元上调至1165美元并维持跑赢大盘评级。该股此前连续多日随板块深度调整，自高点大幅回撤后短期超跌反弹动能释放。
（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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