8月6日，Lumentum Holdings盘后上涨3.1%，报862.33美元/股，成交额5687.95万美元。
消息面上，研报指出AI算力产业链已进入下游需求倒逼上游产能的深度爆发期，Lumentum作为上游核心光学组件巨头，产能可能提前售罄至2028年，揭示了底层硬件支撑的紧缺程度。同时，公司将于8月11日盘后披露新一季业绩，市场一致预期本季营收约9.88亿美元，同比增长111.83%；调整后每股收益约2.97美元，同比增长271.06%，核心驱动来自高端组件持续出货与产品组合升级提升均价，财报前瞻持续提振市场情绪。
Lumentum控股公司是一家行业领先的光学和光子产品供应商，面向光通信及商用激光器等终端市场，并积极向消费电子成像与传感等新兴市场拓展。
（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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