Lumentum Holdings Inc. (LITE) 今日盘中股价大幅上涨5.81%，表现十分强劲。
此次股价异动主要受到多重利好消息推动。首先，SpaceX公布的庞大太空AI算力蓝图明确提出了对星间激光通信的需求，而行业分析指出，该功能的核心元件供应商正是Coherent与Lumentum两大国际激光巨头，这为Lumentum带来了实质性的订单预期与业务增量。其次，该股此前因成功通过可转债换股削减了约6.504亿美元债务，以及获得英伟达20亿美元投资光芯片协议的双重利好而大涨，近期经历回调后，短线卖压已逐步释放。此外，今日通信设备板块整体走强，市场情绪回暖也带动了该股的技术性修复。
市场对Lumentum的光芯片业务前景保持乐观，Northland Securities此前已将其目标价上调至1200美元并维持“跑赢大盘”评级。太空算力作为新兴赛道，其明确的硬件需求正在重塑光通信产业链的成长逻辑，Lumentum作为关键参与者显著受益。
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