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Lumentum Holdings Inc.
893.61
-25.7900
-2.81%
盤前：
915.99
22.38
+2.50%
06:08 EDT
成交量：
491.07萬
成交額：
44.65億
市值：
801.57億
市盈率：
-9.61
高：
945.00
開：
934.88
低：
886.10
收：
919.40
52周最高：
1,085.68
52周最低：
144.52
股本：
8,970.00萬
流通股本：
8,911.80萬
量比：
1.13
換手率：
5.51%
股息：
- -
股息率：
- -
每股收益(TTM):
-92.9638
每股收益(LYR):
-92.9638
淨資產收益率：
-240.03%
總資產收益率：
5.82%
市淨率：
17.26
市盈率(LYR):
-9.61
資料載入中...
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公司
新聞資訊
公告
異動解讀 | Lumentum盤前大跌5.69%，CPO量產延期擔憂疊加通信設備板塊走弱
异动解读
·
06/23
異動解讀 | Lumentum夜盤大跌5%，CPO量產延期擔憂疊加通信設備板塊走弱
异动解读
·
06/23
異動解讀｜Lumentum Holdings夜盤下跌3.24%，CPO量產延期擔憂持續壓制疊加通信設備板塊走弱
行情直击
·
06/23
異動解讀 | Lumentum Holdings盤中大漲5.08%，通信設備板塊集體走強及NPO增長敍事提振
异动解读
·
06/23
異動解讀｜Lumentum Holdings盤中上漲3.14%，通信設備板塊集體走強疊加NPO增長敍事提振
行情直击
·
06/23
異動解讀｜Lumentum Holdings盤中下跌3.04%，CPO量產延期擔憂持續壓制光通信板塊
行情直击
·
06/19
異動解讀｜Lumentum Holdings盤前上漲3.04%，CEO力推NPO技術疊加機構買入評級提振情緒
行情直击
·
06/18
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链捕手
·
06/17
TradingKey 每日市場簡報：道指收漲納指跌超1%，芯片股重挫近6%，市場靜待沃什「首秀」
TradingKey中文
·
06/17
Lumentum Holdings Inc(LITE)股票6月16日盤中下跌7.96%：關鍵驅動因素揭曉
TradingKey中文
·
06/17
BUZZ——美國股市動態-安科科技、Dynatrace、Corvex
路透中文
·
06/16
異動解讀 | CPO技術延期擔憂引發Lumentum盤中大跌5.04%
异动解读
·
06/16
異動解讀｜Lumentum Holdings盤中下跌3.17%，報926.47美元
行情直击
·
06/16
CPO延期風波深度覆盤：SemiAnalysis 一紙報告為何單日重挫美股光通信，「延後」到底該不該信
TradingKey中文
·
06/16
異動解讀｜Lumentum Holdings盤中上漲6.54%，太空算力需求引爆光芯片訂單預期疊加板塊走強
行情直击
·
06/15
異動解讀 | Lumentum盤中大漲5.81%，太空算力需求引爆光芯片訂單預期
异动解读
·
06/15
異動解讀 | Lumentum盤前大漲5.47%，太空算力需求引爆光芯片訂單預期
异动解读
·
06/15
異動解讀｜Lumentum Holdings盤前上漲4.39%，光芯片業務受益於太空算力需求疊加板塊走強
行情直击
·
06/15
異動解讀 | Lumentum Holdings夜盤大漲5.02%，光芯片業務受益於太空算力需求及板塊走強
异动解读
·
06/15
SpaceX明年要部署1GW太空算力，服務器機櫃和光通信產業鏈「聞風而動」
华尔街见闻
·
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(股票代码: LITE) 今日夜盘出现大跌，跌幅达5.00%，引起了市场的关注。消息面上，独立研究机构SemiAnalysis发布报告指出，共封装光学(CPO)大规模量产时间可能推迟至2028年甚至2029年，且系统级良率仅约19%，远未达到量产标准，这一消息持续压制了光通信板块的市场情绪。此外，当前通信设备板块整体表现偏弱，同板块中的Applied Optoelectronics、诺基亚和Ciena科技等公司股价也出现不同程度下跌，板块的联动效应进一步加剧了个股的调整压力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1188537076","title":"異動解讀｜Lumentum Holdings夜盤下跌3.24%，CPO量產延期擔憂持續壓制疊加通信設備板塊走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1188537076","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1188537076?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 10:11","pubTimestamp":1782180702,"startTime":"0","endTime":"0","summary":"6月23日，Lumentum Holdings夜盘下跌3.24%，报860.83美元/股，成交额1541.34万美元。消息面上，此前独立研究机构SemiAnalysis发布报告指出，共封装光学大规模量产时间可能推迟至2028年甚至2029年，系统级良率仅约19%，远未达量产标准，持续压制光通信板块情绪。尽管公司CEO此前在Mizuho科技会议上以近封装光学技术新叙事短暂提振市场信心，但CPO延期的根本性担忧尚未消除。当前通信设备板块整体偏弱，同板块中Applied Optoelectronics跌4.22%，诺基亚跌3.74%，Ciena科技跌2.40%，板块联动效应加剧个股调整压力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1165981049","title":"異動解讀 | Lumentum Holdings盤中大漲5.08%，通信設備板塊集體走強及NPO增長敍事提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1165981049","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1165981049?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 01:31","pubTimestamp":1782149476,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc. (股票代码: LITE) 今日盘中大涨5.08%，引起了市场的广泛关注。消息面上，此次股价上涨主要受两方面因素驱动。首先，通信设备板块今日集体走强，板块整体回暖为个股提供了良好的修复环境。其次，公司首席执行官此前在Mizuho科技会议上明确表示，近封装光学（NPO）技术机会可能比共封装光学（CPO）更大，预计将于2027年下半年实现量产，每个机架激光器需求量将显著增加。这为公司提供了新的增长叙事，有效对冲了市场对CPO量产延期的担忧。此外，东吴证券近期也给予公司买入评级，看好其在AI光互联赛道的卡位优势。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171737795","title":"異動解讀｜Lumentum Holdings盤中上漲3.14%，通信設備板塊集體走強疊加NPO增長敍事提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1171737795","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171737795?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 01:15","pubTimestamp":1782148510,"startTime":"0","endTime":"0","summary":"6月23日，Lumentum Holdings盘中上涨3.14%，报876.69美元/股，成交额31.01亿美元。消息面上，通信设备板块集体走强，同板块中诺基亚涨4.52%，Ciena科技涨4.02%，Applied Optoelectronics涨2.39%，板块回暖带动个股修复。此外，公司CEO此前在Mizuho科技会议上明确表示近封装光学技术机会可能比共封装光学更大，预计2027年下半年量产，每个机架激光器需求量显著增加，为公司提供了新增长叙事，有效对冲了CPO量产延期担忧。东吴证券近期给予公司买入评级，看好其AI光互联赛道卡位优势。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1197347270","title":"異動解讀｜Lumentum Holdings盤中下跌3.04%，CPO量產延期擔憂持續壓制光通信板塊","url":"https://stock-news.laohu8.com/highlight/detail?id=1197347270","media":"行情直击","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197347270?lang=zh_tw&edition=fundamental","pubTime":"2026-06-19 00:57","pubTimestamp":1781801830,"startTime":"0","endTime":"0","summary":"6月19日，Lumentum Holdings盘中下跌3.04%，报843.51美元/股，成交额25.94亿美元。消息面上，此前独立研究机构SemiAnalysis发布报告指出，共封装光学大规模量产时间可能推迟至2028年甚至2029年，系统级良率仅约19%，远未达到量产标准。同板块中，Applied Optoelectronics跌3.95%，诺基亚跌2.89%，Ciena科技跌2.12%，通信设备行业整体偏弱，板块联动效应加剧个股调整压力。（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。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171990378","title":"異動解讀｜Lumentum Holdings盤前上漲3.04%，CEO力推NPO技術疊加機構買入評級提振情緒","url":"https://stock-news.laohu8.com/highlight/detail?id=1171990378","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171990378?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 20:47","pubTimestamp":1781786835,"startTime":"0","endTime":"0","summary":"6月18日，Lumentum Holdings盘前上涨3.04%，报895.71美元/股，成交额4463.85万美元。消息面上，公司CEO Michael Hurlston近日在Mizuho科技会议上明确表示，近封装光学技术的机会可能比共封装光学更大，预计2027年下半年量产，每个机架所需激光器数量显著增加，构成核心增长引擎。此前因研究机构报告引发CPO大规模量产延期担忧，股价一度承压，而CEO的NPO表态为公司提供了新增长叙事，有效对冲市场悲观预期，推动盘前修复。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644117407","title":"聚焦：五大納斯達克 AI 龍頭股","url":"https://stock-news.laohu8.com/highlight/detail?id=2644117407","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644117407?lang=zh_tw&edition=fundamental","pubTime":"2026-06-17 16:22","pubTimestamp":1781684534,"startTime":"0","endTime":"0","summary":" 这五只股票不是同一笔“AI交易”，而是AI基础设施链条上五个不同节点 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Holdings Inc(LITE)股票6月16日盤中下跌7.96%：關鍵驅動因素揭曉","url":"https://stock-news.laohu8.com/highlight/detail?id=2644764481","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644764481?lang=zh_tw&edition=fundamental","pubTime":"2026-06-17 02:16","pubTimestamp":1781633770,"startTime":"0","endTime":"0","summary":"• 尽管长期受AI驱动的基本面强劲，但Lumentum股价周二在清淡的交易量中仍出现下跌。\n• 偏高的估值倍数和内部人士持续的减持行为，共同导致了当前市场的谨慎态度。\n• 分析师维持乐观展望，理由是营收增长、积压订单增加以及被纳入标普500指数。","market":"hk","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/261971155-market-movers-lite-20260616","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0205194284.USD","LU2543165471.USD","LU1861220033.SGD","LU2360107168.USD","LU0289961442.SGD","LITE","BK4588","LU1861215975.USD","LU0240877869.USD","LU0012050646.USD","LU0289739343.SGD","LU0348723411.USD","LU0511384066.AUD","LU2290526834.HKD","LU0240878834.USD","LU0106261612.USD","BK4020","LITX","LU0205193047.USD","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643766548","title":"BUZZ——美國股市動態-安科科技、Dynatrace、Corvex","url":"https://stock-news.laohu8.com/highlight/detail?id=2643766548","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643766548?lang=zh_tw&edition=fundamental","pubTime":"2026-06-16 23:39","pubTimestamp":1781624358,"startTime":"0","endTime":"0","summary":".N美国东部时间11:30，道琼斯工业平均指数 .DJI 上涨0.74%，报52,052.39点。标普500指数 .SPX 下跌0.21%，报7,538.57点；纳斯达克综合指数 .IXIC 下跌0.42%，报26,571.37点。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260616:nL4S42O1KM:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MRNA","SPAL","HOOD","NCLH","MBOT","LITX","COHR","RCL","AMKR","LION","NEO","HUBB","MOGU","QCMU","AMPH","CIIT","ROBN","LITE","MBLY","XOM","WBX","PLAY","MOVE","YUM","CCL","GIL","HOOG","LUV","HUN","NBP","CCL.UK","BAC","HIMS","SPCX","SUGP","WDC","XOMO","DT","QCOM","OTLK","HSPT","GDC","MAC","TGE","ALVO","INTC","BAND","OLN","EWTX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102050435","title":"異動解讀 | CPO技術延期擔憂引發Lumentum盤中大跌5.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102050435","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102050435?lang=zh_tw&edition=fundamental","pubTime":"2026-06-16 22:13","pubTimestamp":1781619210,"startTime":"0","endTime":"0","summary":"光通信组件供应商Lumentum Holdings Inc.今日盘中股价大跌5.04%，引发了市场的广泛关注。消息面上，此次下跌主要源于市场对共封装光学技术大规模落地时间可能延后的担忧。独立研究机构SemiAnalysis近日发布报告指出，CPO的大规模量产时间可能被推迟至2028年甚至2029年，并提及了生产良率、系统整合难度等挑战。该报告引发了市场对光通信产业链，特别是CPO相关公司未来增长前景的重新评估，导致板块情绪受挫，Lumentum作为该领域的核心参与者之一，股价受到波及。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1195682686","title":"異動解讀｜Lumentum Holdings盤中下跌3.17%，報926.47美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1195682686","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1195682686?lang=zh_tw&edition=fundamental","pubTime":"2026-06-16 22:07","pubTimestamp":1781618845,"startTime":"0","endTime":"0","summary":"6月16日，Lumentum Holdings盘中下跌3.17%，报926.47美元/股，成交额8.43亿美元。Lumentum Holdings所在的通信设备行业中，个股整体表现偏弱，其中Applied Optoelectronics跌3.75%，诺基亚跌2.25%，Ciena科技跌2.96%，思科涨0.02%，Arista Networks涨0.59%。Lumentum控股公司是一家行业领先的光学和光子产品供应商，面向光通信和商用激光器等终端市场，核心业务覆盖AI光互联、EML、泵浦激光器、WSS及OCS等领域。（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。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643734057","title":"CPO延期風波深度覆盤：SemiAnalysis 一紙報告為何單日重挫美股光通信，「延後」到底該不該信","url":"https://stock-news.laohu8.com/highlight/detail?id=2643734057","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643734057?lang=zh_tw&edition=fundamental","pubTime":"2026-06-16 15:42","pubTimestamp":1781595736,"startTime":"0","endTime":"0","summary":"2026年6月9日，SemiAnalysis一份机构限定报告称CPO（共封装光学）大规模落地将延后，引爆美股光通信类股单日集体重挫。本文逐层拆解三条时间轴、19%良率算式与上游激光订单等反证，借反身性理论还原暴跌真相，并给出面对权威研报的两层解读框架。","market":"nz","thumbnail":"https://resource.tradingkey.com/uploads/20251024/ai-coverage-760ccd8541f84fb69b9601822283a9e9.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20251024/ai-coverage-760ccd8541f84fb69b9601822283a9e9.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/261969598-semianalysis-cpo-delay-optical-selloff-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0081259029.USD","LU0531971595.HKD","LU0963586101.USD","LU0572944931.SGD","LU0289961442.SGD","LU1720051108.HKD","LU1781817850.SGD","LU1997245094.SGD","LU0957808578.USD","LU0561508036.HKD","LU1169589451.USD","LU0642271901.SGD","LU0444971666.USD","LU2473716301.USD","LU2272731865.HKD","BK0132","LU0348735423.USD","LU0154245756.USD","LU1861220033.SGD","LU0274383776.USD","LU0540923850.HKD","LU2476274720.SGD","300308","MRVL","MVLL","LU1303367103.USD","SG9999011746.SGD","LU2543165471.USD","IE00BYTNYN87.SGD","LU1119994496.HKD","BK4020","LU0417516738.SGD","HK0000306701.USD","LU1979443071.USD","LU0127658192.USD","LU1997245177.USD","LU2580892789.USD","LU0164939612.USD","HK0000320223.HKD","LU0106261612.USD","IE00BMPRXN33.USD","LU1934453819.USD","LU0289739343.SGD","BK4605","LU0823421333.USD","LU1989764664.SGD","IE00BMPRXR70.SGD","LU0469268626.HKD","POET","IE00B19Z4B17.USD","LU0082770016.USD","LU1720050803.USD","LU1064131003.USD","LU1852331112.SGD","LU0476273544.USD","IE00B12V2V27.USD","LU0052750758.USD","LU2322448791.USD","IE00BLSP4452.SGD","LU0231483743.USD","LU0359201612.USD","IE0031619046.USD","LU1064130708.USD","BK0167","LU0823421416.USD","LU0082770016.SGD","MRVU","LU1169590202.USD","LU0708995583.HKD","LU2272731782.SGD","LU2211815571.USD","LU1861215975.USD","AAOI","LU1770034418.SGD","LITX","LU0348825331.USD","LU0327786744.USD","LU0348827113.USD","LU1046421795.USD","LU0012050646.USD","LU0417516902.SGD","AAOX","LU2098885051.SGD","BK0070","LU2495084118.USD","BK4157","LU0053671581.USD","LU0205194284.USD","LU2580892862.HKD","SGXZ49509284.SGD","BK4588","LU1235294995.USD","LU0786609619.USD","LU1808992512.USD","LU2476274308.USD","IE00BBT3K403.USD","LU0634319403.HKD","LU1580142542.USD","LU2778985437.USD","LU2244417387.USD","LU0348723411.USD","IE00B7SZL793.SGD","IE0009354923.USD","LU1989764748.USD","LU1992135399.USD","SG9999000418.SGD","LU0511384066.AUD","IE00BLSP4239.USD","LU1642822529.SGD","SGXZ81514606.USD","LU2458330243.SGD","LU2360107168.USD","LU0444973449.USD","COHR","LU2399975544.HKD","HK0000320264.USD","LU1084165304.USD","SGXZ81163826.USD","BK4515","SGXZ99366536.SGD","LU2458330169.SGD","LU0240877869.USD","LU0823434740.USD","LU1823568750.SGD","LU1261432733.SGD","LU1023057109.AUD","LU1303224171.USD","LU1815336760.USD","LU2290526834.HKD","BK4141","BK4604","LU0359201885.HKD","LU1655091616.SGD","LU0039217434.USD","LU1961090484.USD","LU0240878834.USD","LU2357305700.SGD","BK0214","BK0148","CIEN","LU0154245673.USD","LU0320764599.SGD","IE0034224299.USD","LU1992135472.HKD","LU1251922891.USD","CRDO","HK0000306685.HKD","LU2931357623.SGD","LU2213484517.USD","LU0823434583.USD","LU1720051017.SGD","BK4581","LU2089985449.USD","LU0205193047.USD","LU2148510915.USD","LU2272731600.USD","LU1794554557.SGD","BK4145","LU0154236417.USD","SGXZ51526630.SGD","LU0719512351.SGD","LITE","LU0871576103.HKD","BK0028","IE00BYQNZ168.SGD","IE00B66KJ199.SGD","LU1255011170.USD","FN","LU1997244956.HKD","IE00BN8TJ469.HKD","COHX","LU1316542783.SGD","LU2289578879.USD","LU0620787316.HKD","LU0359202008.SGD","LU0164865239.USD","BK4543","LU0056508442.USD","LU1820825898.SGD","LU0082616367.USD","CRDU","LU0187121727.USD","BK4148","LU2045819591.USD","LU1719994722.HKD","BK4585","LU2125910500.SGD","BK0077","LU1548497426.USD","LU0061475181.USD","LU1146622755.USD","LU2322448957.HKD","300502"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1166634722","title":"異動解讀｜Lumentum Holdings盤中上漲6.54%，太空算力需求引爆光芯片訂單預期疊加板塊走強","url":"https://stock-news.laohu8.com/highlight/detail?id=1166634722","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1166634722?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 21:41","pubTimestamp":1781530869,"startTime":"0","endTime":"0","summary":"6月15日，Lumentum Holdings盘中上涨6.54%，报967.34美元/股，成交额7.64亿美元。消息面上，SpaceX公布的太空AI算力蓝图明确提出星间激光通信需求，行业分析指出该功能核心元件供应商为Coherent与Lumentum两大国际激光巨头，Lumentum作为光通信关键组件供应商正迎来实质性订单预期与业务增量。Northland Securities此前将Lumentum目标价上调至1200美元并维持跑赢大盘评级，市场对其光芯片业务前景的乐观预期构成中期支撑。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1188943673","title":"異動解讀 | Lumentum盤中大漲5.81%，太空算力需求引爆光芯片訂單預期","url":"https://stock-news.laohu8.com/highlight/detail?id=1188943673","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1188943673?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 21:35","pubTimestamp":1781530511,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc. 今日盘中股价大幅上涨5.81%，表现十分强劲。首先，SpaceX公布的庞大太空AI算力蓝图明确提出了对星间激光通信的需求，而行业分析指出，该功能的核心元件供应商正是Coherent与Lumentum两大国际激光巨头，这为Lumentum带来了实质性的订单预期与业务增量。市场对Lumentum的光芯片业务前景保持乐观，Northland Securities此前已将其目标价上调至1200美元并维持“跑赢大盘”评级。太空算力作为新兴赛道，其明确的硬件需求正在重塑光通信产业链的成长逻辑，Lumentum作为关键参与者显著受益。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110565686","title":"異動解讀 | Lumentum盤前大漲5.47%，太空算力需求引爆光芯片訂單預期","url":"https://stock-news.laohu8.com/highlight/detail?id=1110565686","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110565686?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 16:15","pubTimestamp":1781511312,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc. 今日盘前股价大幅上涨5.47%，表现十分强劲。首先，SpaceX公布的庞大太空AI算力蓝图明确提出了对星间激光通信的需求，而行业分析指出，该功能的核心元件供应商正是Coherent与Lumentum两大国际激光巨头，这为Lumentum带来了实质性的订单预期与业务增量。市场对Lumentum的光芯片业务前景保持乐观，Northland Securities此前已将其目标价上调至1200美元并维持“跑赢大盘”评级。太空算力作为新兴赛道，其明确的硬件需求正在重塑光通信产业链的成长逻辑，Lumentum作为关键参与者显著受益。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1108526957","title":"異動解讀｜Lumentum Holdings盤前上漲4.39%，光芯片業務受益於太空算力需求疊加板塊走強","url":"https://stock-news.laohu8.com/highlight/detail?id=1108526957","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1108526957?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 16:08","pubTimestamp":1781510904,"startTime":"0","endTime":"0","summary":"6月15日，Lumentum Holdings盘前上涨4.39%，报962.01美元/股，成交额739.84万美元。消息面上，太空算力领域蓝图明确提出星间激光通信需求，行业分析指出该功能主要元件供应商为Coherent与Lumentum两大国际激光巨头，Lumentum作为光通信关键组件供应商正迎来实质性订单预期与业务增量。Northland Securities此前将Lumentum目标价上调至1200美元并维持跑赢大盘评级，市场对其光芯片业务前景的乐观预期仍构成中期支撑。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1178243240","title":"異動解讀 | Lumentum Holdings夜盤大漲5.02%，光芯片業務受益於太空算力需求及板塊走強","url":"https://stock-news.laohu8.com/highlight/detail?id=1178243240","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178243240?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 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Securities此前将Lumentum目标价上调至1200美元并维持跑赢大盘评级，市场对其光芯片业务前景的乐观预期构成支撑。这一庞大的太空算力蓝图，明确提出了对星间激光通信的需求。行业分析指出，该功能的主要元件供应商为Coherent与Lumentum两大国际激光巨头。因此，Lumentum作为光通信关键组件供应商，正迎来实质性的订单预期与业务增量，进一步提振了市场信心。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643931223","title":"SpaceX明年要部署1GW太空算力，服務器機櫃和光通信產業鏈「聞風而動」","url":"https://stock-news.laohu8.com/highlight/detail?id=2643931223","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643931223?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 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