光通信公司Lumentum Holdings Inc.今日盘中股价大幅上涨6.33%，成为市场焦点。
消息面上，此次上涨主要受到多重利好因素驱动。巴克莱银行将Lumentum的评级由“平配”大幅上调至“超配”，并给出1000美元的目标价，同时摩根大通此前也上调了其目标价。机构普遍看好公司前景，核心逻辑在于人工智能（AI）领域引发的长期结构性需求爆发，持续提振了整个光通信产业链的情绪。
此外，基本面因素也为股价提供了有力支撑。自5月高点以来，该股已深度回调超过30%，估值吸引力显著提升。公司过去一年的毛利率提升了13个百分点，在光网络核心激光器组件领域具备较强的定价权。市场对共封装光学（CPO）等远期技术的预期也趋于理性，资金更加聚焦于公司当前在激光器与光收发器市场的主导地位。
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