5月26日，Lumentum Holdings夜盘上涨3.5%，报980.0美元/股，成交额100.24万美元。
消息面上，近期英伟达向Lumentum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，全球约70%高端光芯片被英伟达锁定，光通信行业进入"卖方市场"。英伟达财报电话会明确表态GPU互联带宽为AI上限，铜缆在1.6T速率下已物理失效，全光互联与共封装光学成为AI工厂唯一路线，1.6T光模块成为AI服务器标配。Lumentum作为磷化铟EML芯片全球龙头，200G EML市占率达90%，订单已排至2028年，产线满负荷运转，分析师维持买入评级，目标价1186美元。板块内光芯片龙头近期集体走强，行业景气度预计至少延续至2027年底。
（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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