9月30日，Lumentum盘中下跌3.12%，报943.11美元/股，成交额12.91亿美元。
消息面上，尽管Bernstein当日首次覆盖Lumentum并给予跑赢大盘评级、目标价1220美元，叠加此前花旗大幅上调目标价至1400美元、Rothschild上调至1294.85美元，机构看多共识持续强化，但光通信板块整体承压，同行Ciena跌3.25%、Applied Optoelectronics跌3.35%，板块联动下行压力盖过个股利好。此前一个交易日半导体、光通信概念股已出现普跌，英伟达推进玻璃基板产业链引发市场对光互连技术路径变化的短期博弈，板块情绪尚未完全修复。
（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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