Lumentum Holdings Inc.（LITE）今日盘中股价大幅上涨5.20%，引起了市场的广泛关注。
消息面上，公司此前公布的FY26Q2财报表现十分亮眼，营收达6.655亿美元，同比大幅增长65%，非GAAP毛利率和营业利润率分别提升至42.5%和25.2%。业绩增长的主要驱动力来自云光模块、光线路交换（OCS）以及共封装光学（CPO）业务。其中，OCS业务需求急剧升温，相关订单积压已超过4亿美元，预计大部分将在2026年下半年交付。此外，英伟达近期宣布其合作伙伴将在2026年上半年部署InfiniBand CPO系统，标志着CPO产业进展加速，作为AI算力基础设施的关键光互联解决方案，其商业前景备受看好，持续驱动公司成长。
与此同时，美银证券发布报告，维持对Lumentum的“持有”评级，但将其目标价从520美元上调至600美元，这也在一定程度上反映了市场对其未来发展的积极预期。在AI“军备竞赛”带动光通信需求持续高增的背景下，Lumentum凭借其在高速光模块和CPO领域的技术领先地位，获得了投资者的青睐。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.