8月27日，Lumentum Holdings盘中上涨3.2%，报937.01美元/股，成交额4.95亿美元。
消息面上，英伟达于8月26日盘后公布第二财季业绩，营收同比增长106%，各项指标均超市场预期，AI芯片需求强劲印证数据中心资本开支持续扩张，光通信板块集体走强。同业Applied Optoelectronics涨1.74%、诺基亚涨1.97%、Ciena涨0.6%。此外，伊朗与阿曼发表联合声明拟建立安全海上通道，地缘局势缓和推动美债收益率回落，此前压制光通信等高久期资产的贴现率利空有所消退。公司8月11日财报营收同比增109%至10.3亿美元，下季指引中值远超市场预期，多家投行维持或上调目标价，基本面支撑较强。
（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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