得益于光电路交换机(OCS)和共封装光学(CPO)的强劲需求,光模块巨头Lumentum不仅交出了一份营收利润双超预期的成绩单,更给出了高达85%同比增长的下季度指引,向市场证明其在AI算力基础设施中的关键地位。 2月3日,全球光学和光子技术龙头企业Lumentum Holdings公布了2026财年第二季度财务业绩。财报显示,截至2025年12月27日的季度内,公司净营收达到6.655亿美元,...
Source Link得益于光电路交换机(OCS)和共封装光学(CPO)的强劲需求,光模块巨头Lumentum不仅交出了一份营收利润双超预期的成绩单,更给出了高达85%同比增长的下季度指引,向市场证明其在AI算力基础设施中的关键地位。 2月3日,全球光学和光子技术龙头企业Lumentum Holdings公布了2026财年第二季度财务业绩。财报显示,截至2025年12月27日的季度内,公司净营收达到6.655亿美元,...
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