5月20日，Lumentum Holdings盘前上涨3.02%，报916.0美元/股，成交额约4104.91万美元。此前该股自5月13日高点约1030美元连续回调至约858美元，累计跌幅逾16%，本次上涨为多日深度回调后的技术性反弹。
消息面上，中信证券近日维持Lumentum"买入"评级，上调目标价至1186美元，看好公司EML激光器、CPO及OCS业务在下半年放量前景，认为FY26Q3业绩及Q4指引均超预期，毛利率快速提升，核心光通信产品供需紧张格局延续。此前公司已于5月18日正式纳入纳斯达克100指数，纳入后集中获利了结压力释放后，分析师乐观预期对股价形成支撑。
（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.