光通信技术公司Lumentum Holdings Inc.（股票代码：LITE）今日盘中股价大幅上涨10.63%，引起了市场的广泛关注。
消息面上，此次股价异动主要得益于全球人工智能芯片巨头英伟达（NVIDIA）宣布的重大战略投资。英伟达将向Lumentum投资20亿美元，双方达成为期多年的战略合作伙伴关系，旨在加速为人工智能数据中心开发先进的硅光子技术、光学互连及封装整合技术。此项投资将支持Lumentum的研发工作，并推动其在美国建设新的生产设施。
此外，券商Stifel也将Lumentum的目标价从480美元大幅上调至800美元，进一步增强了市场对该公司的信心。此次合作包含一项价值数十亿美元的采购承诺及产能使用权，不仅为Lumentum提供了重要的资金支持以扩大制造产能，更凸显了其在英伟达下一代高性能计算与AI基础设施供应链中的关键地位。
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