Lumentum Holdings Inc.（LITE）在夜盘交易中股价大幅下跌5.05%，引发市场关注。
消息面上，市场对AI基础设施资本开支节奏的担忧情绪持续蔓延，导致光通信板块整体承压。资金正从“AI基建高投入、回报不确定”的硬件叙事转向更为谨慎的定价，光模块与高速互联需求高度依赖AI数据中心资本开支，当市场对投入节奏产生疑虑时，光通信作为上游敏感环节率先受到冲击。行业内Applied Optoelectronics、Ciena、诺基亚等相关个股也同步走弱，板块延续普跌格局。
Lumentum Holdings Inc.（LITE）在夜盘交易中股价大幅下跌5.05%，引发市场关注。
消息面上，市场对AI基础设施资本开支节奏的担忧情绪持续蔓延，导致光通信板块整体承压。资金正从“AI基建高投入、回报不确定”的硬件叙事转向更为谨慎的定价，光模块与高速互联需求高度依赖AI数据中心资本开支，当市场对投入节奏产生疑虑时，光通信作为上游敏感环节率先受到冲击。行业内Applied Optoelectronics、Ciena、诺基亚等相关个股也同步走弱，板块延续普跌格局。
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