Lumentum Holdings Inc.（股票代码：LITE）今日盘中大幅上涨5.07%，成为市场关注焦点。
消息面上，中国工业和信息化部印发了《“人工智能+通信”创新发展实施意见（2026—2028年）》，文件中明确提出将加强高端光电芯片、全光交换器件（OCS）、光电共封装器件（CPO）等技术和产品的研发验证。Lumentum作为全球领先的光芯片供应商，其高端光芯片产能已被客户全额锁定，并且获得了英伟达的战略投资，市场普遍认为公司将直接受益于此次政策推动的行业发展趋势。
此外，今日美股光通信概念股整体表现强势，板块普涨氛围浓厚，进一步助推了Lumentum的股价上行。
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