7月29日，Lumentum Holdings盘后下跌3.52%，报627.9美元/股，成交额3010.63万美元。消息面上，市场对AI基础设施资本开支节奏的担忧情绪持续蔓延，光通信板块延续弱势。
前一交易日Lumentum盘中已大跌超8%，与Coherent、Ciena等光通信个股同步走弱，资金正从"AI基建高投入、回报不确定"的硬件叙事转向更为谨慎的定价。光模块与高速互连需求高度依赖AI数据中心资本开支，当市场对投入节奏产生疑虑时，光通信作为上游敏感环节率先承压。行业内Applied Optoelectronics跌3.11%、Ciena跌1.29%、诺基亚跌2.28%，板块延续普跌格局。公司下次财报预计于8月11日盘后发布，市场预期每股收益为2.62美元。
（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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