9月9日，Lumentum盘中上涨3.14%，报1009.265美元/股，成交额3.44亿美元。
消息面上，光通信板块持续获得多重利好催化。高盛最新报告大幅上修全球光模块出货预期，AI算力架构升级推动1.6T、3.2T高速光模块需求放量，800G及以上高端光模块成为增长主力。机构层面，德意志银行首次覆盖Lumentum给予买入评级、目标价1200美元，Evercore ISI亦以跑赢大盘评级、1100美元目标价发起覆盖。据机构梳理，Lumentum积压订单已超两年，光芯片交付持续紧缺，基本面景气度获得验证。
（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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