7月21日，Lumentum Holdings盘前上涨4.11%，报797.0美元/股，成交额498.97万美元。
消息面上，巴克莱银行将Lumentum评级由等权重大幅上调至跑赢大盘，目标价定为1000美元；摩根大通此前亦将目标价从1130美元上调至1165美元，维持跑赢大盘评级，机构共识均价约1126美元。此外，台积电高管表示AI领域正引发长期结构性需求爆发，持续提振光通信产业链情绪。该股此前连续调整后，多重利好共振推动超跌反弹延续。
Lumentum控股是行业领先的光学和光子产品供应商，面向光通信及商用激光器等终端市场，受益于AI算力扩张驱动的高速互联需求持续放量。
（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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