7月31日，Lumentum Holdings盘前上涨5.26%，报724.6美元/股，成交额555.63万美元。消息面上，微软强劲财报重新点燃市场对AI算力投入的信心，资金持续回流光通信上游环节，板块延续反弹态势。
此前光通信板块因康宁Q3业绩指引令市场失望，核心销售额预测上限仅与预期持平，引发板块集体重挫，Lumentum自高点累计回调幅度显著。微软确认AI基础设施投入力度不减后，板块进入修复通道，同行Applied Optoelectronics涨6.66%、诺基亚涨4.4%、Ciena涨2.95%，光通信整体延续回暖格局。公司下次财报预计于8月11日盘后发布，市场预期每股收益2.62美元。
（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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