7月16日，Lumentum Holdings盘中下跌3.05%，报722.1美元/股，成交额2.58亿美元。
消息面上，光通信板块今日集体暴跌，存储芯片与光通信概念股联动下行压力显著加剧。同板块康宁跌超7%，POET Technologies跌超5%，Applied Optoelectronics、Coherent、Astera Labs跌超4%，行业联动下行态势明显。该股自7月9日受AI算力利好带动大涨逾12%后持续回落，TD Cowen此前将目标价从995美元大幅下调至800美元并维持持有评级，短期获利盘出清压力仍重。值得注意的是，摩根大通今日将Lumentum目标价从1130美元上调至1165美元并维持超配评级，花旗银行亦将其列入90天上行催化因素观察名单，但短期抛压尚未完全消化。
（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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