7月21日，Lumentum Holdings盘中上涨7.26%，报807.015美元/股，成交额2.44亿美元。
消息面上，巴克莱银行将Lumentum评级由"平配"大幅上调至"超配"，目标价定为1000美元；摩根大通此前亦将目标价从1130美元上调至1165美元，维持跑赢大盘评级，机构共识均价约1126美元。此外，台积电高管表示AI领域正引发长期结构性需求爆发，持续提振光通信产业链情绪。
基本面方面，该股自5月高点以来已深度回调超30%，估值吸引力显著提升。巴克莱指出，Lumentum专注于光网络核心激光器组件，在供应链短缺背景下具备较强定价权，过去一年毛利率提升13个百分点，多重利好共振推动超跌反弹。
（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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