5月28日，Lumentum Holdings盘中上涨3.95%，报931.66美元/股，成交额3.89亿美元。该股此前连续多日回调，累计跌幅显著，今日技术性反弹再度启动。
消息面上，Lumentum作为磷化铟EML芯片全球龙头，200G EML市占率达90%，此前英伟达向其投资20亿美元并签订多年采购协议，锁定800G/1.6T高端光芯片产能，订单已排至2028年，产线满负荷运转。AI算力集群建设持续推动高速光模块需求扩张，光通信行业供需关系偏紧，全球高速激光器芯片有效产能缺口显著，磷化铟产能扩充受制于18个月机台验证周期，短期内难以快速放量。分析师维持买入评级，目标价1186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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