9月14日，Lumentum夜盘下跌3.37%，报901.12美元/股，成交额293.7万美元。消息面上，美国AI三巨头表态将放缓AI扩张节奏，消息发酵后美股AI硬件暗盘集体承压，SK海力士暗盘跌超4%、迈威尔科技暗盘跌超4%、康宁暗盘跌超4%、英伟达暗盘跌2%，Lumentum同步走低。此前Lumentum受高盛上修光模块出货预期、德意志银行及Evercore ISI首次覆盖给予买入评级等多重利好催化，9月8日至9日累计涨幅超14%，短期积累较大获利盘。同行业内Applied Optoelectronics跌4.14%，诺基亚跌3.41%，Arista Networks跌2.17%，Ciena科技跌2.16%，板块整体承压明显。
（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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