周三盘中，光学和光子产品制造商Lumentum Holdings Inc.（LITE）股价大涨18.80%，引发投资者广泛关注。
公司最新公布的2026财年第一季度财报显示业绩表现亮眼。净营收达到5.338亿美元，同比增长58%；非GAAP营业利润率为18.7%，同比提升超过1500个基点；非GAAP摊薄每股收益为1.10美元，均超出市场预期。更令投资者兴奋的是，Lumentum预计第二季度营收将在6.3亿-6.7亿美元之间，高于分析师平均预期的5.602亿美元。
Lumentum总裁兼首席执行官Michael Hurlston表示，公司在数据中心、数据中心互连以及长途光传输市场保持强劲增长势头。他预计下一季度营收将实现超过20%的环比增长，这还不包括光路交换和封装共光学技术等新增长引擎的贡献。Hurlston强调，凭借广泛的光学产品组合，公司已充分准备好支持人工智能算力的快速扩张。这一积极展望进一步增强了投资者对Lumentum未来发展前景的信心，推动股价大幅上涨。
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