Lumentum Holdings Inc.今日盘中大涨5.80%，股价走势出现显著逆转。
消息面上，早盘时段，英伟达首席执行官黄仁勋在GTC大会上表示，公司计划在其未来的产品线中同时推进铜缆和光通信技术，而非二选一。此言论一度引发市场对光通信技术前景的担忧，导致Lumentum等光纤概念股早盘集体下挫。
然而，随着交易的进行，市场情绪发生转变。投资者重新评估了黄仁勋的言论，认识到随着人工智能工作负载将算力与散热需求推向极限，光通信技术在数据传输速度和发热控制方面的优势依然至关重要。英伟达的表态实际上确认了光通信技术在未来扩展中的不可或缺性，而非对其的替代。这种认知的修正推动了Lumentum股价在下午交易时段强势反弹并大幅收涨。
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