光通信与激光器件制造商Lumentum Holdings Inc.今日盘中大涨8.05%，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，用于共同研发下一代人工智能数据中心光互连技术，包括共封装光学（CPO）与近封装光学（NPO）等前沿领域。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追踪该指数的ETF和被动基金的配置需求，提升公司的市场流动性和机构关注度。
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。随着AI算力需求激增，对高性能、低延迟的光学互连解决方案需求迫切，市场前景广阔。即将召开的英伟达GTC大会也被视为展示相关技术进展的重要窗口，进一步强化了投资者对行业及公司增长的乐观预期。
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