Lumentum Holdings Inc.（LITE）今日盘中大幅上涨5.26%，延续了近期光通信板块的强劲势头，引发市场广泛关注。
消息面上，公司将于8月11日盘后公布2026财年第四季度业绩。市场普遍预期本季营收约为9.88亿美元，同比增长111.83%；调整后每股收益约为2.97美元，同比增长271.06%。强劲的增长预期主要得益于高端光学组件持续出货与产品组合升级带来的均价提升。此外，机构研报指出，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，Lumentum核心光学组件产能可能提前售罄至2028年，产能紧缺预期显著升温，叠加光通信板块整体走强形成共振，持续提振市场情绪。
作为谷歌TPU AI算力链及英伟达AI GPU系算力链的核心光学组件供应商，Lumentum在EML芯片、1.6T光收发器及CPO硅光等前沿方向上的全面卡位，使其成为资金“做多AI光互连”交易的核心标的，进一步推动了股价的盘中攀升。
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