6月23日，Lumentum Holdings盘中上涨3.14%，报876.69美元/股，成交额31.01亿美元。消息面上，通信设备板块集体走强，同板块中诺基亚涨4.52%，Ciena科技涨4.02%，Applied Optoelectronics涨2.39%，板块回暖带动个股修复。此外，公司CEO此前在Mizuho科技会议上明确表示近封装光学（NPO）技术机会可能比共封装光学更大，预计2027年下半年量产，每个机架激光器需求量显著增加，为公司提供了新增长叙事，有效对冲了CPO量产延期担忧。东吴证券近期给予公司买入评级，看好其AI光互联赛道卡位优势。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.