美股詳情

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Tema Photonics & Optical ETF

43.02

+1.343.21%

成交量：8.44萬

成交額：364.43萬

市值：8,044.74萬

市盈率：- -

高：43.53

開：43.31

低：42.75

收：41.68

52周最高：50.82

52周最低：32.55

股本：187.00萬

流通股本：187.00萬

量比：0.43

換手率：4.51%

股息：- -

股息率：- -

淨資產收益率：--

總資產收益率：-64.97%

市淨率：-0.17

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

諾基亞股價上漲，分析師指出Lumentum優於預期的季度展望帶來積極聯動效應。

Lumentum（LITE）開盤漲8.81% 第四財季非GAAP毛利率略超50%

美股異動｜AI光通信需求強勁，Lumentum績後升逾10%，領升光通信概念

美股光通信板塊走強，Lumentum漲5%，Coherent漲6%，邁威爾科技和康寧漲約5%。

美股三大指數集體高開，CoreWeave績後飆升超20%

Aehr （AEHR）收穫價值2200萬美元追加生產訂單盤前交易階段上漲約5％

市場快訊——美股行情動態-Nebius集團、Lumentum控股

Lumentum 業績會紀要：EML供需長期失衡，缺口維持 30% 以上

美股前瞻 | 三大股指期貨齊漲美國7月CPI今晚出爐 Nebius(NBIS.US)績後大漲

AI四大主線，重磅信號

大摩上調Lumentum目標價至1000美元

Aehr Test Systems：預計未來六個月內向客户位於台灣的製造合作伙伴交付系統

花旗上調Lumentum目標價至1200美元

但斌美股持倉「大換血」

Lumentum（LITE）盤前漲8.37% 第四財季預期營收增長109%

美股存儲股盤前普漲，閃迪升逾4%，港股科網股多數收跌，騰訊音樂跌超12%

Lumentum上季營收翻倍：公司預計NPO成新增量有望明年底至後年量產

Lumentum盤前升逾8% 領升光通信板塊

Lumentum Holdings 因第一季度營收展望樂觀而股價上漲

Lumentum(LITE.US)Q4電話會：AI光互聯需求持續激增，800G/OCS/泵浦激光器全面開花、NPO打開增量新市場

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对外披露业务订单进展，公司收获来自核心晶圆级AI处理器客户价值2200万美元的追加生产订单，消息刺激该股盘前交易阶段上涨约5％。AI大算力芯片迭代速度加快，晶圆级老化测试是保障芯片产品良率与运行稳定性的重要环节，头部客户追加采购设备，侧面反映AI芯片产能扩张带来上游测试设备的增量需求。后续市场将持续观察同类订单的落地节奏，以此判断全球AI芯片扩产的实际资本开支释放力度。","market":"nz","thumbnail":"https://static.szfiu.com/news/20210625/NjJmZjg2MTAxNTM3NTgyMzkx.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/NjJmZjg2MTAxNTM3NTgyMzkx.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303723","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4585","LAZR","BK4147","AEHR","BK4588","BK4563"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658970434","title":"市場快訊——美股行情動態-Nebius集團、Lumentum控股","url":"https://stock-news.laohu8.com/highlight/detail?id=2658970434","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658970434?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 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第四財季預期營收增長109%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658302975","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658302975?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 17:39","pubTimestamp":1786527557,"startTime":"0","endTime":"0","summary":"金吾财讯 | Lumentum 盘前震荡走强，价格为889.300美元，涨幅8.37%。消息层面上，该家光学和光子产品制造商公布强于预期的第四财季业绩，并发布显著高于共识预期的第一财季展望后，股价上涨，主要受AI相关需求加速推动。营收同比增长109%，超过翻倍，至10.3亿美元，高于9.877亿美元的共识预期；调整后EPS为3.23美元，高于2.97美元的预期。对于第一财季，Lumentum预计营收为12.3亿至12.8亿美元，远高于11.6亿美元的共识预期;调整后EPS为4.05至4.35美元，高于3.61美元的预期。","market":"fut","thumbnail":"https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303704","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":["LU0289961442.SGD","LITG","EGGY","BK4588","LU0348723411.USD","LU0240877869.USD","LU0823414478.USD","LU1861220033.SGD","LU2357125470.USD","LU0511384066.AUD","LU2506951792.HKD","LAZR","BK4020","BK4585","LU1861215975.USD","LU0205193047.USD","LU2294711713.HKD","LU2249611893.SGD","LU0240878834.USD","LU2360107168.USD","LUMA","LU2543165471.USD","LU2290526834.HKD","LU0289739343.SGD","FOTO","LU0205194284.USD","LU0823414551.USD","LU0012050646.USD","LITX","LU0106261612.USD","LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658497369","title":"美股存儲股盤前普漲，閃迪升逾4%，港股科網股多數收跌，騰訊音樂跌超12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658497369","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658497369?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 17:25","pubTimestamp":1786526700,"startTime":"0","endTime":"0","summary":"8月12日美股盘前，道指期货涨0.01%，纳斯达克100指数期货涨0.38%，标普500指数期货涨0.13%。存储芯片股盘前集体上涨，闪迪涨超4%，SK海力士、美光科技、西部数据涨超3%。光通信板块盘前大涨，Lumentum涨超7%，Coherent涨超5%，应用光电涨超3%。CoreWeave盘前涨超17%，公司第二财季营收25.75亿美元，上年同期12.12亿美元。科网股多数下跌，腾讯音乐跌超12%，网易跌超5%，阿里巴巴跌超3%，京东集团、百度集团跌超2%，腾讯控股跌近2%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-08-12/doc-inimzytm3650194.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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Holdings 因第一季度營收展望樂觀而股價上漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2658205699","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658205699?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 16:38","pubTimestamp":1786523916,"startTime":"0","endTime":"0","summary":"BUZZ-Lumentum Holdings 因第一季度营收展望乐观而股价上涨8月12日-** 光子学产品制造商 Lumentum HoldingsLITE.O的股价在盘前交易中上涨逾8%，至887.40美元** LITE 预测 (link) 第一季度营收将高于分析师预期，且优于第四季度的预估** 该公司第四季度营收为10.1亿美元，高于分析师平均预期的9.879亿美元；经调整后每股收益为3.23","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:20260812:nL4S4490IE: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":["EGGY","LU0823414478.USD","BK4020","LITG","LUMA","LU0106261612.USD","LU0012050646.USD","LU0240878834.USD","LITE","BK4588","LU1861215975.USD","LU2290526834.HKD","LU0205194284.USD","LITX","LU2360107168.USD","LU2506951792.HKD","LAZR","BK4585","LU1861220033.SGD","LU2543165471.USD","LU2357125470.USD","FOTO","LU0348723411.USD","LU0289961442.SGD","LU0511384066.AUD","LU2294711713.HKD","LU2249611893.SGD","LU0823414551.USD","LU0240877869.USD","LU0205193047.USD","LU0289739343.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658920858","title":"Lumentum(LITE.US)Q4電話會：AI光互聯需求持續激增，800G/OCS/泵浦激光器全面開花、NPO打開增量新市場","url":"https://stock-news.laohu8.com/highlight/detail?id=2658920858","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658920858?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 16:32","pubTimestamp":1786523544,"startTime":"0","endTime":"0","summary":"按非GAAP口径计算，Lumentum本季度毛利率为50.4%，环比提升250个基点，同比大幅提升1260个基点;非GAAP营业利润率升至36.6%，环比提高440个基点，同比提高2160个基点。另外，Lumentum表示，本季度800G云端收发器出货量创历史新高，并已开始量产1.6T模块。Lumentum预计，面向纵向扩展应用的大功率激光芯片将于2027日历年度下半年开始大批量出货，先于客户在2028年的部署。展望未来，Lumentum预计2027财年第一季度营收为12.25亿至12.75亿美元。","market":"sh","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":"http://www.zhitongcaijing.com/content/detail/1478928.html","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":"stock_zhitongcaijing","symbols":["BK4588","LU2290526834.HKD","LU1861220033.SGD","LU0240878834.USD","LU0823414478.USD","LU2249611893.SGD","LU0205194284.USD","LAZR","LU0240877869.USD","LU1861215975.USD","LU0289961442.SGD","LU0012050646.USD","LITX","LU0823414551.USD","LITG","LU2506951792.HKD","LU2294711713.HKD","FOTO","LITE","LU2543165471.USD","LU0511384066.AUD","LU0106261612.USD","LU2360107168.USD","LU2357125470.USD","EGGY","LUMA","BK4585","BK4020","LU0289739343.SGD","LU0205193047.USD","LU0348723411.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":7,"pageCount":3,"totalSize":131,"code":"91000000","status":"200"}]}}