金吾财讯 | Lumentum（LITE）早盘快速冲高，最新为940.000美元，涨幅6.77%，成交总额为9.17亿美元。消息层面，第四季度，营收达到10.1亿美元，非GAAP毛利率为50.4%。营收同比增长109%，实现了连续第三个季度超过20%的环比增长。其中元器件收入为6.49亿美元，环比增长22%，同比增长103%；系统收入达到3.57亿美元，环比增长30%，同比增长123%。下季度总营收将在12.25亿美元至12.75亿美元之间。中值12.5亿美元意味着同比增长超过130%，约一半的环比增长将来自元器件产品组合，得益于横向扩展和跨域互联应用的持续扩张。另一半将由系统产品组合的持续产能提升推动，包括1.6T光模块和加速交付的OCS。预计OCS收入会明显超过1亿美元。花旗分析师Papa Talla Sylla维持Lumentum“买入”评级，维持目标价1,200美元。
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.