9月29日，Lumentum盘中上涨3.85%，报956.755美元/股，成交额4.83亿美元。消息面上，花旗集团将Lumentum目标价从1200美元大幅上调至1400美元，维持买入评级，为近期多家机构上调中力度最大的一次。此前Rothschild已将目标价上调至1294.85美元，德银以1200美元目标价首次覆盖并给予买入评级，机构看多共识持续强化。
基本面方面，Lumentum近期联合高通、康宁在ECOC大会上展示面向AI横向扩展系统的高密度光学裸片到裸片互连方案，整合1060nm VCSEL光学平台，支持约1 Tb/s/mm带宽密度，市场对其在AI光互连领域的卡位能力持续给予积极定价。此次上涨亦与前一交易日光通信板块普跌后的技术修复有关。
（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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