美股詳情

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Lumentum Holdings Inc.

885.57

+55.406.67%

盤前：875.95-9.6150-1.09%04:17 EDT

成交量：324.06萬

成交額：28.05億

市值：794.35億

市盈率：-9.53

高：887.36

開：858.10

低：841.10

收：830.17

52周最高：1,085.68

52周最低：123.50

股本：8,970.00萬

流通股本：8,911.80萬

量比：0.73

換手率：3.64%

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：17.11

市盈率(LYR):-9.53

資料載入中...

總覽公司新聞資訊公告

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

美國研究綜述-卡迪納爾健康、盧門圖姆控股、公共倉儲

盤前異動 | 三大股指期貨齊上揚；績優股超微電腦盤前升10%、CoreWeave飆17%、Lumentum升7%；存儲股普遍向上，SK海力士、閃迪齊升3%

老虎资讯综合

異動解讀 | 財報與指引雙雙超預期，Lumentum盤前大漲7.45%

異動解讀｜Lumentum Holdings盤前上漲6.87%，Q4業績與本季指引雙雙大超預期

如何看「NPO vs CPO」？光通信巨頭Lumentum：增量而非替代，都是重要機遇

华尔街见闻

上海政策利好+谷歌大動作光纖概念強勢領升最新高增長潛力股名單來了！

港股午評：恒指跌1.17% 科指跌1.17% 科網股普跌光通信板塊強勢

港股異動 | 光通信概念股集體走強 Lumentum業績大超預期機構指全國產化產業鏈迎來新周期

異動解讀 | Lumentum Holdings夜盤大漲5.05%，Q4財報及Q1指引雙雙超預期，AI光通信需求持續強勁

24小時環球政經要聞 | 8月12日

異動解讀｜Lumentum Holdings夜盤上漲3.07%，Q4業績與下季指引雙雙超預期

Lumentum上季營收翻倍、本季指引大超預期，盤後一度升逾5%；CoreWeave積壓訂單達1040億美元，盤後一度大漲16%｜全球科技早參

每日经济新闻

AI光通信需求強勁，Lumentum上季營收翻倍，本季指引更超預期，債務重組致超70億鉅虧

华尔街见闻

AI光通信強勁需求成增長引擎！Lumentum(LITE.US)Q4業績、Q1指引雙雙超預期

Lumentum電話會：CEO稱「超大功率激光器需求正遠超產能」，「NPO機會完全是增量」

华尔街见闻

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有望明年底至後年量產","url":"https://stock-news.laohu8.com/highlight/detail?id=2658397871","media":"澎湃新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658397871?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 17:00","pubTimestamp":1786525200,"startTime":"0","endTime":"0","summary":"【Lumentum上季营收翻倍：公司预计NPO成新增量 有望明年底至后年量产】这是Lumentum连续第八个季度实现营收同比增长，也是连续第三个季度营收环比增长超过20%。公司CEO迈克尔·赫尔斯顿（Michael Hurlston）表示，该业绩反映出随着AI工作负载对计算速度和带宽的要求越来越高，行业正转向光学连接。同时，赫尔斯顿将NPO定义为一项“增量”机遇，可扩大公司激光器芯片的市场份额。NPO应用需要高效、高密度的激光器技术以适应紧凑的光学引擎，预计将在2027年底至2028年期间面市。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608123839218711.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608123839218711.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_eastmoney","symbols":["LU2290526834.HKD","LU0823414551.USD","LU1861220033.SGD","LU2360107168.USD","LUMA","LU0289739343.SGD","LU2543165471.USD","LU0240878834.USD","LU0823414478.USD","LU0348723411.USD","LU0289961442.SGD","LU0205194284.USD","LITX","LU0240877869.USD","LU0106261612.USD","LU2249611893.SGD","LAZR","BK4020","LITG","LU0012050646.USD","LU2357125470.USD","FOTO","LITE","EGGY","LU2506951792.HKD","BK4585","LU1861215975.USD","LU0205193047.USD","BK4588","LU0511384066.AUD","LU2294711713.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658920921","title":"Lumentum盤前升逾8% 領升光通信板塊","url":"https://stock-news.laohu8.com/highlight/detail?id=2658920921","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658920921?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 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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},{"id":"2658927621","title":"美國研究綜述-卡迪納爾健康、盧門圖姆控股、公共倉儲","url":"https://stock-news.laohu8.com/highlight/detail?id=2658927621","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658927621?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 16:08","pubTimestamp":1786522123,"startTime":"0","endTime":"0","summary":"美国研究综述-卡迪纳尔健康、卢门图姆控股、公共仓储路透8月12日-周三，华尔街证券分析师调整了多家在美国上市公司的评级和目标股价，其中包括卡迪纳尔健康、卢门图姆控股和公共仓储。股票按字母顺序排列。","market":"hk","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:nL4S4490GS: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":["FLUT","VTR","MAA","RPD","LBRX","MIDD","UMAC","AMBQ","CUBE","LOW","MRCY","URBN","LPTH","NTRA","JAZZ","CANC","EXR","LENZ","SR","BCAX","BBIO","NEMG","CRWV","CRCL","ANF","EGGY","LITE","CVS","MNST","PSA","TXG","LEGN","MDLN","NEM","ACVA","REIT","WELL","HLIO","SGMT","TGT","HD","CAVA","GAP","COAG","PNW","USFD","JBIO","ACM","BLCK","CAH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1163444854","title":"盤前異動 | 三大股指期貨齊上揚；績優股超微電腦盤前升10%、CoreWeave飆17%、Lumentum升7%；存儲股普遍向上，SK海力士、閃迪齊升3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163444854","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163444854?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 16:05","pubTimestamp":1786521948,"startTime":"0","endTime":"0","summary":"美股三大股指期货齐上扬，截止发稿，道指期货升0.03%，纳指期货升0.43%，标普500指数期货升0.5%。$CoreWeave, Inc.$盘前股价大涨17%。CoreWeave二季度营收25.75亿美元，同比增长112%，高于预期的25.6亿美元。第一财季，营收指引中值同比增135%、较市场预期高8%，EPS中值282%、较预期高16%。$IREN Ltd$盘前涨5%，受CoreWeave强劲业绩与展望带动，同类算力与云服务标的盘后走强。美股存储股普遍向上， $SK海力士$、闪迪盘前升逾 3%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHX","SKHA","SMCZ","SMCY","SKHU","CWII","SMCI","NBIS","SKHZ","IREG","SMCL","LITX","SK","CWVX","LITG","HYNX","SMCC","IREX","IRE",".DJI",".SPX","IREN",".IXIC","NEBX","CRWV","SKUU","SMCX","SKDD","NBIZ","COHR","SKHY","CORD","IREZ","SMYY","NBIL","07709","SKHX","CRWU","CRWG","LITE"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1141583288","title":"異動解讀 | 財報與指引雙雙超預期，Lumentum盤前大漲7.45%","url":"https://stock-news.laohu8.com/highlight/detail?id=1141583288","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141583288?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 16:05","pubTimestamp":1786521901,"startTime":"0","endTime":"0","summary":"光通信龙头Lumentum Holdings Inc.今日盘前股价大涨7.45%，报872.86美元，引发市场广泛关注。消息面上，公司于美股盘后发布了2026财年第四财季业绩，各项指标全面超出市场预期。更为关键的是，公司发布的2027财年第一财季业绩指引大幅领先市场预期。公司预计第一财季营收在12.3亿至12.8亿美元之间，中值较市场预期高逾8%；调整后每股收益预计为4.05至4.35美元，中值较预期高逾16%；非GAAP经营利润率预计进一步升至约40%。","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":"1150736742","title":"異動解讀｜Lumentum Holdings盤前上漲6.87%，Q4業績與本季指引雙雙大超預期","url":"https://stock-news.laohu8.com/highlight/detail?id=1150736742","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1150736742?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 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CPO」？光通信巨頭Lumentum：增量而非替代，都是重要機遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2658676924","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658676924?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 14:35","pubTimestamp":1786516542,"startTime":"0","endTime":"0","summary":"光通信厂商Lumentum澄清，NPO与CPO并非零和竞争，而是相互叠加的增量机遇。非英伟达客户在NPO上展现出更高光学强度，且相关出货节奏不受英伟达Kyber机架进度限制。此外，公司战略性将日本晶圆厂部分产能转向CW激光器以捕获增量市场。花旗据此重申“买入”评级，目标价1100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":"https://wallstreetcn.com/articles/3779261","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":["LU0823414551.USD","LU0348723411.USD","LU2360107168.USD","LU0240878834.USD","LU2543165471.USD","LU0240877869.USD","LU2357125470.USD","LU2506951792.HKD","EGGY","BK4020","BK4585","LU0205193047.USD","LU0012050646.USD","LU0205194284.USD","BK4588","LU2249611893.SGD","LU2290526834.HKD","LU0823414478.USD","LU1861220033.SGD","LU0289739343.SGD","LU0511384066.AUD","LITX","LITG","LU0289961442.SGD","LU2294711713.HKD","LAZR","LU1861215975.USD","LITE","LU0106261612.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2658192585","title":"上海政策利好+谷歌大動作 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12:49","pubTimestamp":1786510140,"startTime":"0","endTime":"0","summary":"政策暖风+需求扩容+财报验证，光通信赛道景气度持续回升。年初至今，近七成光纤概念股录得股价上涨。8月以来，光纤概念经历深度回调后显著反弹，共66股上涨、4股下跌。其中，蘅东光月内涨幅近55%居首，云南锗业亦大涨近五成，仕佳光子涨幅达45%位居第三，光库科技、腾景科技、长光华芯等多达18股涨幅均超20%。未来增长潜力方面，根据3家及以上机构一致预测，共10只光纤概念股今年业绩有望翻倍增长。","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":"https://finance.sina.com.cn/roll/2026-08-12/doc-inimzqcp6963989.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2491049909.HKD","SG9999015978.USD","LU1935043536.SGD","LU2357305700.SGD","LU0426417589.USD","LU2275660780.HKD","BK0224","LU1201861249.SGD","LU1642822529.SGD","LU2491050154.USD","LU2242649171.HKD","LU0310800965.SGD","LU2191332357.HKD","LU1400636657.SGD","LU0444973449.USD","LU0157215616.USD","LU0267386448.USD","LU2265009873.SGD","LU2125909247.SGD","SG9999018857.SGD","LU1935042215.USD","LU1674673428.USD","SGXZ51526630.SGD","LU2471134879.HKD","EGGY","LU0345770308.USD","LU2092627202.USD","LU2125154778.USD","LU0345770993.USD","IE00B7SZLL34.SGD","LU1267930573.SGD","LU1366333091.USD","SG9999014898.SGD","BK0188","IE00BKVL7J92.USD","IE000WAW04H5.SGD","LU1043141396.HKD","IE00B1BXHZ80.USD","LU0289739343.SGD","LU0476273544.USD","LU0069063385.USD","LU0130517989.USD","LU2111349929.HKD","LU0320765489.SGD","LU0742534661.SGD","BK0100","LU1720051108.HKD","LU0128525689.USD","LU0348723411.USD","LU2328871848.SGD","IE00BD6J9T35.USD","688313","LU0472753341.HKD","SG9999000418.SGD","LU0957791311.USD","BK4581","LU0096362180.USD","LU0314104364.USD","SG9999015341.SGD","LU0070217475.USD","LU2102340556.USD","LU0784384876.USD","LU2023250330.USD","LU2271345857.HKD","LU0061474705.USD","600487","FCOM","LU0345768740.USD","BK4514","LU0320765059.SGD","IE00BHPRN162.USD","GOOP","LU0820561909.HKD","LU0417517546.SGD","LU0820561818.USD","OGIG","LU0061475181.USD","LU0545039389.USD","LU1670628061.USD","LU2471134796.USD","LU2360032135.SGD","LU0289961442.SGD","LU0792757196.USD","LU1803068623.USD","LU0210533765.USD","LU0353189680.USD","LU0642271901.SGD","BK0167","LU1201861165.SGD","LU0310800379.SGD","LU0310799852.SGD","LU0466842654.USD","LU1989772923.USD","LU2430703095.HKD","BK0198","BK4533","IE00BMPRXN33.USD","LU2211815571.USD","LU0225283273.USD","LU1969619763.USD","BK4576","BK4585","LU0203347892.USD","LU2381873111.SGD","LU0823414551.USD","LU1116320901.HKD","LU2213496289.HKD","LU1267930227.SGD","LU0251132253.USD","SGXZ81163826.USD","SGXZ49509284.SGD","LU0174119429.USD","LU1935043023.USD","LU0738911758.USD","LU2602419157.SGD","LU2404859667.USD","BK4598","LU0477156953.USD","LU1232071149.USD","CQTM","LU0070302665.USD","LU2357125470.USD","BK0164","METV","LU0128525929.USD","IE000F7OJYX1.SGD","IE0000B7K699.USD","LU1935042488.USD","LU2065171311.SGD","LU2168564149.EUR","LU0109391861.USD","LU1778281490.HKD","LU2054465674.USD","IE00BQXX3C00.GBP","LU2756315318.SGD","IE00BLSP4239.USD","LU0149725797.USD","IE0004086264.USD","LU1720051017.SGD","LU0096364046.USD","LU0708994859.HKD","HK0000532082.HKD","LU2237438978.USD","BK0089","LU2125909593.SGD","HK0000914686.HKD","LU1585245621.USD","LU1244550221.USD","LU0256863902.USD","LU0342679015.USD","LU1880398554.USD","LU2417539215.USD","LU0784383803.USD","LU0882574139.USD","LU2360106780.USD","LU2999663052.SGD","LU1043141123.HKD","LU0143551892.USD","LU1244550577.SGD","XDAT","LU1316542783.SGD","LU0265550359.USD","LU1880398471.USD","BK4588","LU0964807845.USD","IE00BN8TJ469.HKD","IE0002270589.USD","LU2290526834.HKD","BK4532","IE00BJLML261.HKD","LU1116320737.USD","BK0175","LU0889566641.SGD","LU2750360997.AUD","SG9999014880.SGD","LU1804176565.USD","LU1400636491.USD","LU1645745479.HKD","LU2236285917.USD","BK0183","BK0196","LU1267930813.SGD","LU1059921491.USD","LU0138981039.USD","LU1121112475.USD","LU0994945656.USD","LU2362541273.HKD","SGXZ81514606.USD","LU1894683348.USD","IE00BWXC8680.SGD","LU0187121727.USD","TRUC","LU0787776722.HKD","LU1303367103.USD","IE0001KFT4U8.USD","LU2420271590.USD","LU1267930490.SGD","LU0097036916.USD","LU0345768153.USD","LU0048573561.USD","LU0211328371.USD","LU0006306889.USD","LU0976567544.SGD","LU2362541513.USD","IE00BKDWB100.SGD","LU1046421795.USD","LU1989764664.SGD","IE0034235188.USD","IE00B19Z9505.USD","LU2097344357.USD","LU2404859741.USD","LU1221951046.USD","LU1989764748.USD","IE00BKPKM429.USD","LU1430594728.SGD","IE000SO60NU8.SGD","LU0251142724.SGD","IE000MB6IJN5.SGD","LU1261432733.SGD","LU0312595415.SGD","BK4077","BK4602","LU1032955483.USD","LU2023250843.SGD","IE00BBT3K403.USD","LU1244550494.USD","LU1699723380.USD","LU1571399168.USD","LU2087621335.USD","LU0124676726.USD","LU1917777945.USD","IE00BZ1G4Q59.USD","LU0170899867.USD","002415","LU0477156797.USD","SGXZ44715902.SGD","LU2433249047.HKD","LU0289960550.SGD","GOOX","LU0198837287.USD","LU0823434740.USD","LU24307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| 光通信概念股集體走強 Lumentum業績大超預期 機構指全國產化產業鏈迎來新周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2658896923","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658896923?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 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Holdings夜盘上涨3.07%，报845.78美元/股，成交额177.77万美元。消息面上，公司披露第四财季业绩全面超预期：调整后每股收益3.23美元，超出市场一致预期的2.97美元；净营收10.1亿美元，同比翻倍增长，高于预期的9.88亿美元；调整后毛利率50.4%，优于预期的48.8%。（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":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658872944","title":"Lumentum上季營收翻倍、本季指引大超預期，盤後一度升逾5%；CoreWeave積壓訂單達1040億美元，盤後一度大漲16%｜全球科技早參","url":"https://stock-news.laohu8.com/highlight/detail?id=2658872944","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658872944?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 08:02","pubTimestamp":1786492961,"startTime":"0","endTime":"0","summary":"｜2026年8月12日星期三｜NO.1Lumentum上季营收翻倍、本季指引大超预期，盘后一度涨超5%当地时间8月11日，光通信厂商Lumentum公布2026财年第四财季业绩，营收10.1亿美元，同比增长109%，高于市场预期的9.88亿美元；调整后每股收益3.23美元，同比增长267%，高于预期的2.97美元；非GAAP毛利率升至50.4%，经营利润率达36.6%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608123838498556.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608123838498556.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_eastmoney","symbols":["BK4116","LU0545039389.USD","SG9999017495.SGD","XDAT","LU2326559502.SGD","LU2360106780.USD","LU0444971666.USD","LU0683600562.USD","IE00BMPRXQ63.HKD","LU1003077747.HKD","LU2106854487.HKD","NVDO","IXN","LU0784383803.USD","LU2491049909.HKD","NULC","LU0069063385.USD","LU1642822529.SGD","IE000KEQY171.SGD","LU0316494557.USD","LU2237443622.USD","LU1732799900.SGD","LU1868836914.USD","BK4614","LU0390134368.USD","BK4534","GB00B4LPDJ14.GBP","AIPI","LU0648001328.SGD","NVDX","LU2750360641.GBP","LU2360107168.USD","NVDQ","LU0552385451.USD","LU1400636574.HKD","HK0000304797.USD","LU0203202063.USD","IE0002270589.USD","LU1691799644.USD","LU2125909916.SGD","LU2286300806.USD","LU1316542783.SGD","LU0276348264.USD","LU2242649171.HKD","IE00B4YYXB79.USD","AIFD","IE00BMPRXR70.SGD","LU2461242641.AUD","BK4612","TTEQ","LU1934455194.USD","LU0211328371.USD","LU0353189680.USD","LU0557290698.USD","LU2125909247.SGD","HK0000532082.HKD","LU1202635105.USD","IE000ITXATA3.USD","SGXZ80539844.SGD","SG9999018865.SGD","LU2505996509.AUD","LU0689472784.USD","LU1935043536.SGD","LU1804176565.USD","LU2242650005.HKD","LU0310799852.SGD","ESUM","NVD2.UK","SG9999014914.USD","LU2083900584.USD","LU2065171311.SGD","LU1880398471.USD","ANV","LU0788109477.HKD","LU0234570918.USD","IE00BKVL7J92.USD","LU1923623000.USD","LU0072461881.USD","LITE","LU0158827781.USD","NVDL","LU0965509101.SGD","LU2244417387.USD","BK4077","SG9999004303.SGD","FCOM","BK4579","LU2063271972.USD","IE000SO60NU8.SGD","LU2279689827.SGD","LU0784385170.HKD","LU1074936037.SGD","LU0109391861.USD","LU0354030438.USD","IE00BQXX3D17.EUR","LU2237957811.SGD","IE00BZ199S13.USD","BK4527","BK4529","LU2272731865.HKD","LU2168564149.EUR","LU1935043023.USD","LU1992135399.USD","ABFL","LU0061474960.USD","LU2505996681.GBP","SNVD.UK","LU2265009873.SGD","BK4020","IE00B7KXQ091.USD","NVDG","LU3102509885.SGD","LU2237443978.SGD","XLK","LU0274383776.USD","LU1046421795.USD","LU1127390331.HKD","ILDR","LU0980610538.SGD","LU2896262040.SGD","LU0053666078.USD","LU1803068979.SGD","IE00BYXW3230.USD","LU2491050154.USD","LU1868836591.USD","FOTO","LU0345769128.USD","LU2023250330.USD","LU2452424414.USD","LU2954938101.SGD","07788","LU2999663052.SGD","LU1974910355.USD","BK4554","LU1066051225.USD","LU2471134879.HKD","LU0823414478.USD","LU1629891620.HKD","LU2487616109.SGD","LU0143551892.USD","METG","LU0323240290.USD","LU0068578508.USD","LU1037948541.HKD","LU1301847155.USD","LU2125909759.SGD","LU1791710582.SGD","LU2087621335.USD","LU2764262908.HKD","NVIW.SI","LU1242518931.SGD","LU1244550494.USD","USXF","IE0004445015.USD","LU0795875169.SGD","LU1861559042.SGD","LU2746668974.SGD","LU1551013342.USD","LU2756315318.SGD","LU0511384066.AUD","LU2097344357.USD","LU0029864427.USD","IE00BFSS7M15.SGD","LU2023250504.SGD","IE00BDRTCR15.USD","THMR","LU0964807845.USD","NVDD","LU0138981039.USD","3NVD.UK","LU1066051498.USD","LU1116320737.USD","LU0240877869.USD","LU2322448791.USD","LU0342679015.USD","LU0097036916.USD","IE000BZT7R73.USD","LU2065169927.USD","LU0128525929.USD","GAMR","LU2097829019.USD","IE00BN29S564.USD","LU2108987350.USD","LU2213496289.HKD","LU0949170426.SGD","LU0289739343.SGD","SG9999001424.SGD","LU0820561818.USD","LU1674673691.USD","LU1934455277.USD","LU2357125470.USD","LU2404859667.USD","LU2100268510.USD","IE000MB6IJN5.SGD","FTEC","LU0985320562.USD","IE0009356076.USD","NVD3.UK","LU0690374615.EUR","LU0210528500.USD","LU0395794307.EUR","LU2249611893.SGD","FAI","SG9999014898.SGD","TEK","LU2089985449.USD","LU0868494617.USD","LU1934455863.HKD","SHOC","LU2125154935.USD","LU2381873111.SGD","IE00B3SWFQ91.USD","LU2746668461.USD","SG9999002224.SGD","LU0157215616.USD","IE00B775H168.HKD","LU1868837300.USD","LU1989772923.USD","BK4598","LU2462157665.USD","LU2403377893.USD","LU2764263203.CNY","SG9999014575.USD","SG9999018857.SGD","LU0174119429.USD","HK0000306685.HKD","LU2750360997.AUD","IE00BMPRXN33.USD","IE00BDCRKT87.USD","LU0077335932.USD","LU2272731600.USD","LU1064131342.USD","LU0786609619.USD","LU0094547139.USD","LU0985489474.SGD","IE00BD6J9T35.USD","LU1670628061.USD","LU2543165471.USD","LU0061474705.USD","LU0314104364.USD","LU0256863902.USD","LU1815333072.USD","LU0472753341.HKD","LU2264538146.SGD","SG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07:04","pubTimestamp":1786489459,"startTime":"0","endTime":"0","summary":"CEO Michael 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