7月27日，Lumentum Holdings夜盘上涨3.05%，报786.24美元/股，成交额189.93万美元。
消息面上，谷歌母公司Alphabet此前发布财报，将全年资本支出指引上调至1950亿至2050亿美元，同时OpenAI将2030年前算力支出预测从6000亿美元上调至7500亿美元，AI基建军备竞赛持续升级，直接利好光通信上游器件需求。机构层面，巴克莱将Lumentum评级上调至"超配"，目标价1000美元；摩根大通维持跑赢大盘评级，目标价上调至1165美元，华尔街均价共识约1126美元。分析师指出，公司在EML、泵浦及窄线宽激光器领域供需持续紧张，短期难以缓解的供应链短缺赋予公司较强定价权。公司下次财报预计于8月11日发布，市场预期每股收益2.62美元。
（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.