10月23日，Lumentum Holdings Inc.盘中上涨3.34%，报777.6497美元/股，成交额9.22亿美元。
消息面上，公司此前单日大跌11.54%后，期权市场出现一笔约328.75万美元的远期虚值CALL买入大单，带动资金逆势布局中长期看涨。
该笔交易对应2027年1月15日到期、1150美元行权价的CALL，共1250张；同时，杰富瑞此前将公司目标价上调至1250美元，叠加公司AI服务器光学器件订单已售罄至2029年初，强化了市场对其中长期需求韧性的关注。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.