Lumentum Holdings Inc. (股票代码：LITE) 今日盘中股价大幅上涨5.03%，引起了市场的广泛关注。
消息面上，Lumentum近期在光通信行业会议(OFC)上披露，其关键的EML光芯片产能已被大客户锁定至2028年，订单可见度相比此前预期的2027年底进一步延长了一年。这以“售罄”的形式确认了市场对AI光通信需求的强度远超预期。尽管公司正在日本扩展产线并追加资本开支以提升InP产能，但短期内新产能的释放仍难以完全匹配需求的快速增长，供给约束已成为主导行业节奏的关键因素。
此外，强劲的业绩增长预期也为股价提供了支撑。分析师普遍预期公司2026财年营收将实现约85.4%的同比增长，非GAAP净利润也表现亮眼。在经历前期股价连续回调后，产能紧张局面与高增长预期的叠加，成功推动了资金的回流与回补。
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