光通信龙头Lumentum Holdings Inc.（股票代码：LITE）在周二夜盘交易时段大幅上涨8.25%，市场关注度显著提升。
消息面上，该公司于盘后公布了2026财年第二季度财务报告，业绩表现远超市场预期。财报显示，公司第二季度营收达到6.65亿美元，同比大幅增长65%，高于分析师平均预期的6.52亿美元；调整后每股收益为1.67美元，同样显著高于市场预期的1.41美元。
更为关键的是，公司对下一季度的业绩指引也极为乐观，预计第三季度营收中值将达8.05亿美元，同比增长超过85%，调整后每股收益指引区间也远高于分析师预期。公司首席执行官指出，公司在光路开关（OCS）和共封装光器件（CPO）领域面临巨大机遇，其中OCS积压订单已超过4亿美元，CPO也获得了数亿美元的新订单。在人工智能算力需求爆发的背景下，公司作为AI基础设施的关键供应商，其强劲的业绩和前景直接推动了股价的夜盘大涨。
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