6月1日，Lumentum Holdings盘中下跌5.19%，报833.49美元/股，成交额5.82亿美元。该股延续5月中旬纳入纳斯达克100指数以来的回调走势，获利了结抛压持续主导盘面。
消息面上，Lumentum自纳入纳指100后股价经历持续多日回调，期间虽多次启动技术性反弹，但反弹动能趋弱，抛压反复施压。同日光通信板块普遍承压，Coherent跌超4%，POET跌超3%，行业整体走弱进一步加剧个股下行压力。尽管公司基本面依然强劲，作为磷化铟EML芯片全球龙头，英伟达此前投资20亿美元并签订多年采购协议，订单已排至2028年，但短期获利回吐压力仍未充分释放。
（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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