5月29日，Lumentum Holdings盘中下跌3.01%，报846.79美元/股，成交额9.54亿美元。该股延续近期连续回调走势，短期抛压持续主导盘面。
消息面上，Lumentum自5月中旬被纳入纳斯达克100指数后，获利了结压力持续加剧，股价经历多日回调，累计跌幅显著。尽管公司基本面维持强势——英伟达此前向其投资20亿美元并签订多年采购协议，锁定800G/1.6T高端光芯片产能，订单已排至2028年，分析师维持买入评级及1186美元目标价——但技术性反弹动能趋弱，回调走势进一步深化。同板块中，Applied Optoelectronics跌3.9%，诺基亚跌1.08%，通信设备行业整体承压。
（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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