5月26日，Lumentum Holdings盘前上涨3.04%，报976.44美元/股，成交额2027.73万美元。
消息面上，该股延续5月下旬以来的技术性反弹走势。此前股价经历大幅多日回调，随后在多重利好共振下企稳回升。行业层面，全球头部光通信调研机构大幅上调数据中心光通信市场增长预期，AI算力集群建设持续推动高速光模块需求扩张，1.6T、3.2T光模块订单排布紧凑，供需关系偏紧。分析师维持买入评级，目标价1186美元。同板块中，Applied Optoelectronics涨4.47%，Arista Networks涨2.55%，光通信板块整体表现强势。
（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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