光通信巨头Lumentum交出了一份堪称“炸裂”的第二财季成绩单，不仅在传统指标上全面超预期，更在AI算力基础设施的关键技术路径上给出了实锤指引，获得数亿美元规模订单。这家公司正在兑现华尔街看涨者的预期，尽管估值已经充分反映乐观预期。 据追风交易台，摩根士丹利分析师Meta A Marshall和Mary B Lenox发布最新研报称，Lumentum第二财季非GAAP毛利率达到42.5%，较...
Source Link光通信巨头Lumentum交出了一份堪称“炸裂”的第二财季成绩单，不仅在传统指标上全面超预期，更在AI算力基础设施的关键技术路径上给出了实锤指引，获得数亿美元规模订单。这家公司正在兑现华尔街看涨者的预期，尽管估值已经充分反映乐观预期。 据追风交易台，摩根士丹利分析师Meta A Marshall和Mary B Lenox发布最新研报称，Lumentum第二财季非GAAP毛利率达到42.5%，较...
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