光通信与激光器件制造商Lumentum Holdings Inc.今日盘前股价大涨5.20%，引起了市场的广泛关注。
消息面上，Lumentum近期宣布与英伟达达成多年战略合作协议，并获得后者约20亿美元的投资，以共同研发下一代人工智能数据中心光互连技术。此外，标普道琼斯指数公司已宣布Lumentum将被纳入标普500指数，此举预计将触发大量被动资金的配置需求。
Lumentum被市场视为人工智能基础设施的关键供应商，其光通信技术广泛应用于AI数据中心网络。美国银行分析师亦在报告中指出，随着人工智能工作负载对高性能互连的需求激增，光学互连市场前景广阔，并上调了对Lumentum的长期盈利预测。
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