光模块巨头Lumentum Holdings Inc.（股票代码：LITE）今日夜盘股价大幅下跌5.75%，引起了市场关注。
消息面上，本月初Lumentum公布的营收数据略低于分析师预期，成为股价承压的直接导火索。此外，该公司年内股价已大幅飙升，过去一年累计涨幅惊人，市盈率一度超过300倍，处于极高估值水平。在高估值背景下，任何业绩或指引的轻微偏差都极易引发股价剧烈波动，此次不及预期的营收触发了显著的获利回吐压力。
这种由单一个股业绩引发的波动也传导至整个光通信板块，加剧了行业层面的调整压力。
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