8月24日，Lumentum Holdings盘中下跌5.7%，报812.665美元/股，成交额2.5亿美元。
消息面上，光通信板块持续承压，30年期美债收益率攀升至近二十年高位，高资本开支的AI硬件赛道对贴现率敏感，估值首当其冲受压，叠加AI基建泡沫担忧引发板块系统性回调。尽管公司8月11日财报大幅超预期、多家投行上调目标价，但短期板块轮动压力未消。同业Applied Optoelectronics跌超15%，Ciena跌超5%，行业整体偏弱。下周杰克逊霍尔央行年会及核心PCE数据将成为短期估值修复的关键观察窗口。
（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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