光通信龙头Lumentum Holdings Inc.（股票代码：LITE）今日盘前股价大幅上涨9.17%，引发了市场的广泛关注。
消息面上，该公司此前公布了远超市场预期的2026财年第二季度财务业绩。财报显示，公司第二季度营收达到6.65亿美元，同比大幅增长65%，高于分析师平均预期的6.52亿美元；调整后每股收益为1.67美元，同样显著高于市场预期的1.41美元。
更为关键的是，公司对下一季度的业绩指引也极为乐观，预计第三季度营收中值将达8.05亿美元，同比增长超过85%，调整后每股收益指引区间也远高于分析师预期。公司首席执行官指出，在人工智能算力需求爆发的背景下，公司在光路开关（OCS）和共封装光器件（CPO）领域面临巨大机遇，其中OCS积压订单已超过4亿美元，CPO也获得了数亿美元的新订单。其作为AI基础设施关键供应商的强劲业绩和前景，直接推动了股价的盘前大涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.