光通信器件公司Lumentum Holdings Inc. (LITE) 今日盘中股价大跌5.97%，引起了市场的关注。
消息面上，此次下跌与英伟达(NVDA)首席执行官黄仁勋在GTC演讲中重申其服务器机架将采用铜技术有关。黄仁勋表示，英伟达在即将推出的Vera Rubin Ultra和Feynman产品线中，将同时推进铜技术和共封装光学(CPO)技术。分析师指出，市场对共封装光学技术的期待可能“超前于下游产业链的准备情况”，这一表态引发了投资者对光通信器件未来需求的担忧，进而导致相关概念股承压。
摩根大通分析师哈兰·苏尔在报告中解读称，英伟达双线并进的策略符合预期，但对于当前的Vera Rubin一代，Oberon机架采用铜互连技术实现规模扩展，而光学互连技术则用于更大规模的扩展。市场担心铜技术的持续采用可能会影响传统光学器件公司的业务前景。
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