Lumentum Holdings Inc.今日盘中大涨5.03%，引起了市场的广泛关注。
消息面上，光芯片行业近期迎来热潮，英伟达在GTC大会上明确表示下一代AI基础设施必须全面转向光学连接，并宣布向全球光芯片巨头Lumentum投资20亿美元，这显著增强了市场对Lumentum在光通信领域领导地位和未来增长潜力的信心。
行业分析指出，随着人工智能对算力需求的指数级增长，光互联技术成为解决数据传输瓶颈的关键方案，市场需求巨大。Lumentum作为磷化铟EML芯片的全球龙头，在英伟达等巨头的支持下，订单已排至2028年，基本面持续强劲，吸引了大量资金关注。
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