9月14日，Lumentum盘前下跌3.78%，报876.5美元/股，成交额689.74万美元。消息面上，美国AI三巨头表态将放缓AI扩张节奏，消息发酵后美股AI硬件板块集体承压，SK海力士跌超4%、迈威尔科技跌超4%、康宁跌超4%、英伟达跌2%，Lumentum同步走低。市场担忧训练侧算力需求增速预期面临下修，光模块等上游产业链景气度预期受冲击。此前Lumentum受高盛上修光模块出货预期及多家投行首次覆盖给予买入评级催化，9月8日至9日累计涨幅超14%，短期积累较大获利盘，叠加行业利空加速回调。
（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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