Lumentum Holdings Inc.(LITE)今日盘中大幅上涨5.23%，引发市场广泛关注。
消息面上，中信建投发布研报指出，AI算力产业链已进入下游需求倒逼上游产能的深度爆发期，而上游核心光学组件巨头Lumentum的产能可能很快提前售罄至2028年，揭示了底层硬件支撑的紧缺与建设周期之长。这种从云端软件营收增速到硬件基础设施长达数年的订单锁定，构成了当前AI行业最为坚实的景气循环闭环，市场对公司在AI光通信领域的长期增长前景预期显著提升。
此外，同行业光网络初创公司Lumilens在最新一轮融资中估值达到55亿美元，并已从Lumentum等公司聘请高管和工程师，反映出光通信和光子学领域人才与技术的战略价值，进一步印证了行业的高景气度。
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