7月1日，Lumentum Holdings盘前下跌3.25%，报830.07美元/股，成交额1175.05万美元。
消息面上，美股光通信板块盘前集体下挫，康宁跌超4%，迈威尔科技跌近3%，Coherent跌超2%，板块联动效应加剧个股调整压力。此外，独立研究机构此前发布报告指出，共封装光学（CPO）技术大规模量产时间可能推迟至2028年甚至2029年，系统级良率仅约19%，远未达量产标准，这一根本性担忧持续压制光通信板块情绪。市场对AI光通信板块预期正在重新评估，资金开始更加关注客户绑定关系、订单确定性及CPO技术实际落地节奏。
（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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