7月2日，Lumentum Holdings盘中下跌3.27%，报775.0美元/股，成交额5.71亿美元。消息面上，光通信板块持续承压，通信设备板块整体走弱，同板块中Applied Optoelectronics跌4.14%，Ciena科技跌4.04%，思科跌1.73%，诺基亚跌1.7%，板块联动效应加剧个股调整压力。此外，独立研究机构此前发布报告指出，共封装光学（CPO）技术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，这一根本性担忧持续压制光通信板块情绪。
（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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