6月29日，Lumentum Holdings盘中下跌3.77%，报762.61美元/股，成交额8.03亿美元。消息面上，通信设备板块延续疲弱态势，同板块中Ciena科技跌8.49%，诺基亚跌4.73%，Applied Optoelectronics跌1.88%，板块联动效应持续加剧个股调整压力。此外，独立研究机构SemiAnalysis此前发布报告指出，共封装光学大规模量产时间可能推迟至2028年甚至2029年，系统级良率仅约19%，远未达量产标准，CPO延期的根本性担忧持续压制光通信板块情绪。市场对AI光通信板块的预期正在重新评估，资金开始区分客户绑定、订单确定性及CPO落地节奏。
（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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