美股詳情

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Lumentum Holdings Inc.

885.57

+55.406.67%

盤前：879.49-6.0750-0.69%06:41 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

異動解讀｜Lumentum Holdings盤後上漲3.19%，Q4業績與本季指引雙雙超預期

光通信廠商Lumentum第一季度業績展望高於市場預期

每日经济新闻

受人工智能需求推動，Lumentum預測第一季度營收將表現強勁

Lumentum第四財季淨營收10.1億美元，分析師預期9.90億美元，上年同期4.807億美元。

異動解讀 | 財報前夕遭遇獲利了結，Lumentum盤中大跌7.41%

市場快訊——美股行情動態-微軟、Coastal Financial

Lumentum（LITE）開盤大跌4.65% 財報前夕資金避險出逃

異動解讀 | Lumentum盤中大漲5.26%，財報前瞻與AI算力光通信需求預期共同提振

異動解讀｜Lumentum Holdings盤中上漲4.38%，財報前瞻與AI算力產能緊缺預期持續提振

Lumentum（LITE）盤前上漲3.68% 第四財季營收預期約為9.89億美元

【美股盤前】芯片股、光通信股集體上漲，Lumentum升逾3%；蘋果被曝正測試長鑫存儲芯片；德銀Q2增持美光科技，英偉達為第一大重倉股；索尼、台積電被曝擬投資1萬億日元，佈局下一代圖像傳感器

每日经济新闻

「站在光裏」的Lumentum業績即將放榜! 「沽空存儲、多光」交易再添一把火?

盤前異動 | 三大股指期貨盤前升跌不一，太空概念與光通信板塊走強；AAOI盤前升逾4%、應用材料盤前漲2.15%

老虎资讯综合

異動解讀｜Lumentum Holdings盤前上漲3.62%，財報前瞻與AI算力產能緊缺預期持續提振

「站在光裏」的Lumentum(LITE.US)業績即將放榜! 「沽空存儲、多光」交易再添一把火?

一周美股牛榜 | 光通信概念股大漲，Coherent上周飆升逾44%、Lumentum升逾24%、康寧漲近20%；「AI應用龍頭」歸來，Palantir單周漲近40%

老虎资讯综合

硅基vs碳基、光vs存儲、開源vs閉源--這是高盛頂級科技交易員最關注的10張圖表

华尔街见闻

異動解讀｜Lumentum Holdings夜盤上漲3.19%，財報前瞻與AI算力產能緊缺預期持續提振

周末熱議：「空存儲、多光」？

华尔街见闻

「新股神」：仍看多存儲板塊，市場焦點重新轉向光子領域

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04:53","pubTimestamp":1786481633,"startTime":"0","endTime":"0","summary":"受人工智能需求推动，Lumentum预测第一季度营收将表现强劲路透8月11日-光子学产品制造商卢门图姆控股公司周二预测，受其对人工智能基础设施至关重要的光学部件需求强劲推动，公司第一季度营收将高于分析师预期，并超过第四季度的预期。Lumentum预计第一季度营收将在12.3亿至12.8亿美元之间，高于分析师预期的11.6亿美元。作为Lumentum最大业务板块的元器件业务，其第四季度营收较上年同期翻了一番，达到6.494亿美元。","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:20260811:nL4T4481HC:1","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":["FOTO","LU0289961442.SGD","LU0511384066.AUD","LU0012050646.USD","LU0106261612.USD","LU0823414478.USD","LITE","BK4020","LU2360107168.USD","BK4585","LUMA","LITX","LU2357125470.USD","LU1861215975.USD","LU0240877869.USD","LU2506951792.HKD","LU0205194284.USD","BK4588","LU0240878834.USD","LU0205193047.USD","LU0348723411.USD","LU2249611893.SGD","LU2290526834.HKD","LU0289739343.SGD","LU2543165471.USD","LU2294711713.HKD","LU0823414551.USD","LAZR","EGGY","LU1861220033.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658094896","title":"Lumentum第四財季淨營收10.1億美元，分析師預期9.90億美元，上年同期4.807億美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2658094896","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658094896?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 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| 財報前夕遭遇獲利了結，Lumentum盤中大跌7.41%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114246818","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1114246818?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 00:42","pubTimestamp":1786380160,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc.今日盘中股价大幅下挫7.41%，引发市场广泛关注。此前Lumentum年内涨幅已超过140%，在业绩公布前，市场出现明显的资金出逃迹象。此外，光通信板块整体走弱，同板块的Coherent盘中跌幅达12%，进一步加剧了Lumentum的抛售压力。尽管Lumentum盘前一度上涨逾3%，市场对其业绩预期普遍乐观，分析师预计第四财季营收约9.89亿美元，同比增长约105%，每股收益预期约2.99美元。","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":"2658958563","title":"市場快訊——美股行情動態-微軟、Coastal Financial","url":"https://stock-news.laohu8.com/highlight/detail?id=2658958563","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658958563?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 00:35","pubTimestamp":1786379705,"startTime":"0","endTime":"0","summary":".N美国东部时间11:30，道琼斯工业平均指数.DJI维持在54,036.90点，未发生变动。标普500指数.SPX上涨0.04%，报7,760.98点；纳斯达克综合指数.IXIC下跌0.26%，报26,622.24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:20260810:nL4S4471AF: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":["CCB","UPW","VRSK","JBLU","RHP","HZO","BWMN","UAL","AIRS","JGRO","CSQR","VREX","AAL","FDIQ","NULC","OXY","TH","STDN","LITE","CVX","BA","TENX","TTD","ABCL","NET","SIMO","NESR","DUK","CECO","SCKT","APA","COHR","SPCX","VATE","XOM","SION","DAL","AAON","CHMI","GME","JETS","ACHR","VRTX","MSFT","EBAY","INTC","EVTL","AIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658393445","title":"Lumentum（LITE）開盤大跌4.65% 財報前夕資金避險出逃","url":"https://stock-news.laohu8.com/highlight/detail?id=2658393445","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658393445?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 21:52","pubTimestamp":1786369956,"startTime":"0","endTime":"0","summary":"金吾财讯 | Lumentum 开盘急剧下跌，最新为848.757美元，跌幅4.65%，成交总额为9亿美元。消息层面上，LumentumHoldings在即将公布财第四季度财报时，凭借对人工智能和云端组件的强劲需求，预计将实现显著增长。分析师预计业绩将非常出色，收入将同比翻一番，同时可能面临有利于美国供应商而非中国进口的监管调整。市场方面，FCC限制中国光学元件进口的提议可能增强Lumentum的竞争地位，推动股票兴趣，因为超大规模企业可能转向国内供应商。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250107/OGNjYWRkOTg0ZTNhODNlYjIwMzU4Nzc5OGE1MjIxNzAyOTY4ODU1OQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/OGNjYWRkOTg0ZTNhODNlYjIwMzU4Nzc5OGE1MjIxNzAyOTY4ODU1OQ==.png"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303629","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":["BK4020","LU2506951792.HKD","LU2294711713.HKD","LU0240877869.USD","LU2360107168.USD","LAZR","LU0205194284.USD","LU0289739343.SGD","LU0106261612.USD","LU0289961442.SGD","LU0823414478.USD","LU1861220033.SGD","LU0240878834.USD","LITX","LU0012050646.USD","LU0823414551.USD","LITE","LU0348723411.USD","BK4585","BK4588","FOTO","LUMA","EGGY","LU2543165471.USD","LU1861215975.USD","LU0511384066.AUD","LU0205193047.USD","LU2290526834.HKD","LU2357125470.USD","LU2249611893.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1155897212","title":"異動解讀 | Lumentum盤中大漲5.26%，財報前瞻與AI算力光通信需求預期共同提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1155897212","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155897212?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 21:33","pubTimestamp":1786368822,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc.今日盘中大幅上涨5.26%，延续了近期光通信板块的强劲势头，引发市场广泛关注。此外，机构研报指出，AI算力产业链已进入下游需求倒逼上游产能的深度爆发期，Lumentum核心光学组件产能可能提前售罄至2028年，产能紧缺预期显著升温，叠加光通信板块整体走强形成共振，持续提振市场情绪。","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":1},{"id":"1106809992","title":"異動解讀｜Lumentum Holdings盤中上漲4.38%，財報前瞻與AI算力產能緊缺預期持續提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1106809992","media":"行情直击","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1106809992?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 21:31","pubTimestamp":1786368698,"startTime":"0","endTime":"0","summary":"8月10日，Lumentum Holdings盘中上涨4.38%，报905.355美元/股，成交额4.35亿美元。此外，机构研报指出AI算力产业链已进入下游需求倒逼上游产能的深度爆发期，Lumentum核心光学组件产能可能提前售罄至2028年，产能紧缺预期显著升温，叠加光通信板块整体走强形成共振，持续提振市场情绪。","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":"preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658898754","title":"Lumentum（LITE）盤前上漲3.68% 第四財季營收預期約為9.89億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2658898754","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658898754?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 18:03","pubTimestamp":1786356233,"startTime":"0","endTime":"0","summary":"金吾财讯 | Lumentum 盘前报922.950美元，上涨3.68%。消息层面，Lumentum将于美东时间8月11日美股盘后公布2026财年第四季度业绩。分析师们对于营收的一致预期约为9.89亿美元，意味着将较去年同期公布的数据大幅增长约105.65%。每股收益一致预期约为2.99美元，过去30天被分析师们上调了3美分，相比之下Lumentum去年同期每股收益仅仅为88美分。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/OWU4OGExOTI2NzgyMTc2NjE0.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/OWU4OGExOTI2NzgyMTc2NjE0.png"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303609","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":["LU1861215975.USD","EGGY","LU2290526834.HKD","LITE","LU0823414551.USD","LU0240877869.USD","LU1861220033.SGD","LU0012050646.USD","LU0289739343.SGD","LU0205194284.USD","LUMA","LU0823414478.USD","BK4020","LU2249611893.SGD","LITX","LU0205193047.USD","LU2360107168.USD","FOTO","LU2294711713.HKD","LU0240878834.USD","LU2543165471.USD","LU0511384066.AUD","LU0289961442.SGD","BK4585","BK4588","LU0348723411.USD","LU2357125470.USD","LU0106261612.USD","LU2506951792.HKD","LAZR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658824849","title":"【美股盤前】芯片股、光通信股集體上漲，Lumentum升逾3%；蘋果被曝正測試長鑫存儲芯片；德銀Q2增持美光科技，英偉達為第一大重倉股；索尼、台積電被曝擬投資1萬億日元，佈局下一代圖像傳感器","url":"https://stock-news.laohu8.com/highlight/detail?id=2658824849","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658824849?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 17:52","pubTimestamp":1786355563,"startTime":"0","endTime":"0","summary":"①【三大期指涨跌不一】道指期货跌0.06%，标普500指数期货涨0.14%，纳指期货涨0.46%。②【芯片股普涨】芯片股普涨。截至发稿，英特尔上涨1.55%，AMD上涨0.86%，英伟达上涨0.51%。③【光通信股集体上涨】光通信股集体上涨。截至发稿，Coherent上涨2.6%，Lumentum上涨3.46%，迈威尔科技上涨2.35%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608103836718144.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608103836718144.html","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":"stock_eastmoney","symbols":["NVDL","LU2125154778.USD","LU2462157665.USD","LU0353189680.USD","LU2083900584.USD","LU0889566641.SGD","LU1037948897.HKD","LU0080751232.USD","AAPE","BRK.A","LU1642822529.SGD","TTXU","LU0823414551.USD","IE00BD6J9T35.USD","LU0170899867.USD","CGNG","LU1815336760.USD","SOXY","LU1732799900.SGD","LU2168563687.JPY","BK4605","NVDA","LU1582987597.SGD","LU0061474705.USD","SGXZ99366536.SGD","NVDS","IE00B775H168.HKD","LU1400636574.HKD","LU2028103732.USD","AAPW","LU2764262908.HKD","IE000SO60NU8.SGD","LU2543165471.USD","ARTY","LU0251131958.USD","AMDL","BK4574","LU0683600562.USD","SONY","LU2462591277.SGD","LU0267386448.USD","LU2023250504.SGD","IE00BK4W5L77.USD","LU1582986433.USD","ADVE","LU2213496289.HKD","IE00B1XK9C88.USD","LU1868836757.USD","LU2023250843.SGD","LU0557290698.USD","LU2063271972.USD","IE00B3SWFQ91.USD","TSL","ABFL","LU2746668461.USD","IDRV","LU1852331112.SGD","HK0000320264.USD","IE00BWXC8680.SGD","LU2491050071.SGD","LU0158827948.USD","LU0477156797.USD","SHOC","LU1066053197.SGD","NVD2.UK","SG9999014542.SGD","LU2602419157.SGD","TSLQ","LU1548497426.USD","ELOL","BK4567","LU2505996681.GBP","MRVX","TSMG","IE00BQXX3F31.USD","LU1983260115.SGD","BK4575","IE00BQXX3C00.GBP","LU1868838027.USD","EMSF","LU0426412945.USD","AMDG","LU2237443549.SGD","LU2362541273.HKD","GGLS","LU0345768740.USD","LU0308772762.SGD","LU1791710400.SGD","LU1303367103.USD","TSII","VT","SG9999014914.USD","LU2506952097.USD","LU0882574139.USD","IE00B19Z8W00.USD","AVEM","LGHT","AIQ","LU2360107168.USD","IE00BZ199S13.USD","SG9999015952.SGD","GOOP","LU0203202063.USD","IE00BYXW3230.USD","BK4550","BK4533","LU0359201885.HKD","WUGI","LU2322448957.HKD","LU2237443622.USD","LU0210533765.USD","CORO","IE00BKPKM429.USD","LU0069063385.USD","LU0128525689.USD","LU2106854487.HKD","LU0128525929.USD","LU2404859667.USD","LU0820562030.AUD","TEK","BK4020","WDNA","TSLL","HK0000306701.USD","LU2272731865.HKD","LU2211814178.USD","LU0133085943.USD","LU0205194284.USD","LU0198837287.USD","LU2237438978.USD","TEST","LU1400636491.USD","NVD3.UK","IE00B19Z9505.USD","LU1043141396.HKD","LU1127390331.HKD","LU2750360997.AUD","LU0792757196.USD","LU2249611893.SGD","LU2473716301.USD","LU1506573853.SGD","LU1934455277.USD","LU0251132253.USD","GOOX","IE0034235295.USD","CHPX","LU0823421333.USD","LU1861220033.SGD","TSYY","LU0077335932.USD","IE000F7OJYX1.SGD","SOXX","LU1291159041.SGD","LU0823414478.USD","LU2487616109.SGD","03145","LU2361044949.HKD","GOU","LU1074936037.SGD","LU0354030511.USD","SPRX","LU0154236417.USD","LU0323240290.USD","LU0251142724.SGD","LTL","IE0009356076.USD","LU0820561818.USD","LU0964807845.USD","LU1206713676.USD","LU0359202008.SGD","LU1880398554.USD","LU0097036916.USD","LU2764263039.SGD","SG9999014567.USD","GNOM","LU1803068623.USD","LU2237443465.HKD","LU0052756011.USD","IE00BMPRXQ63.HKD","LU0130102774.USD","LU0889565833.HKD","LU0109391861.USD","LU0787776722.HKD","ANV","IE00BHPRN162.USD","LU0205193047.USD","07388","MUU","NVYY","BK4559","LU1032955483.USD","LU1670628061.USD","NVD","LU1989772923.USD","LU0175139822.USD","LU2361045086.USD","IE00B3S45H60.SGD","LU2420271590.USD","LU0011850046.USD","IE00BFMHRM44.USD","MULL","LU1551013425.SGD","LU0029864427.USD","BK4591","AAPU","IE00BJJMRY28.SGD","LU1043141123.HKD","LU1232071149.USD","BK4581","BK4511","IE0004445239.USD","LU0234570918.USD","LU0107464264.USD","BK4592","LU2362540622.SGD","SG9999004303.SGD","LU2360106780.USD","XLC","LU1211504680.USD","BK4538","LEGR","LU0949170772.SGD","AMDS","LU2506952170.USD","LUMA","LU0130518102.USD","LU2089985449.USD","BK4503","LU1202635105.USD","IE00BLSP4239.USD","LU2089283258.USD","IE00BFXG0V08.USD","IE00BQXX3D17.EUR","LU0957791311.USD","TESL","THMR","SKYY","LITE","LU0215105999.USD","ROM","LU2458330243.SGD","MRNY","LU1035775433.USD","LU1989764748.USD","IE000WAW04H5.SGD","LU3102509885.SGD","USXF","MVLL","AIS","LU0158827781.USD","LU1267930813.SGD","LU2041044095.USD","LU1316542783.SGD","SPWO","CNEQ","COHX","LU0094547139.USD","LU1582987324.SGD","LU0878004406.USD","GTEK","NULC","EFIV","LU2357125470.USD","LU1989772840.SGD","LU2347655073.USD","LU1861215975.USD","TSMX","AMUU","BK4551","LU0057025933.USD","GB00BDT5M118.USD","LU1267930227.SGD","LU1037948541.HKD","LU0784385170.HKD","LU1035773651.U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「沽空存儲、多光」交易再添一把火?","url":"https://stock-news.laohu8.com/highlight/detail?id=2658986783","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658986783?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 16:25","pubTimestamp":1786350300,"startTime":"0","endTime":"0","summary":"从800G迈向1.6T与3.2T：Lumentum押注AI数据中心“光进铜退”，高端激光器进入供不应求周期Lumentum的2026财年第四季度业绩预计将继续受益于云计算和AI产品组合带来的持续强劲高速光学器件需求，其中元器件和系统业务均表现强劲。尽管需求环境有利，供应限制仍可能制约Lumentum在2026财年第四季度充分满足客户需求的能力。当前Lumentum估值并不便宜。不过，Lumentum相较于Marvell 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16:05","pubTimestamp":1786349133,"startTime":"0","endTime":"0","summary":"美国股指期货周一涨跌不一，交易员密切关注霍尔木兹海峡协议和通胀数据。","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":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LOFD","SPCF","GLWG","LITE","RKLB","RKLZ","SPCG","SPCU","LITX","GLW","SNK","SPCQ","SPCM","ELOL","RKLX","SSPC","SPCH","SPAL","COHR","SPCX","AAOI","SPAX","YMmain","COHX","LOFF","ESmain","NQmain"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1105650351","title":"異動解讀｜Lumentum Holdings盤前上漲3.62%，財報前瞻與AI算力產能緊缺預期持續提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1105650351","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105650351?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 16:04","pubTimestamp":1786349077,"startTime":"0","endTime":"0","summary":"8月10日，Lumentum Holdings盘前上涨3.62%，报922.01美元/股，成交额585.53万美元。消息面上，公司将于8月11日盘后披露新一季业绩，市场一致预期本季营收约9.88亿美元，同比增长111.83%；调整后每股收益约2.97美元，同比增长271.06%，核心驱动来自高端组件持续出货与产品组合升级提升均价。此外，机构研报指出AI算力产业链已进入下游需求倒逼上游产能的深度爆发期，Lumentum核心光学组件产能可能提前售罄至2028年，产能紧缺预期显著升温，叠加财报乐观前瞻持续提振市场情绪。","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":"2658198678","title":"「站在光裏」的Lumentum(LITE.US)業績即將放榜! 「沽空存儲、多光」交易再添一把火?","url":"https://stock-news.laohu8.com/highlight/detail?id=2658198678","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658198678?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 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| 光通信概念股大漲，Coherent上周飆升逾44%、Lumentum升逾24%、康寧漲近20%；「AI應用龍頭」歸來，Palantir單周漲近40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1100100606","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1100100606?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 09:06","pubTimestamp":1786323990,"startTime":"0","endTime":"0","summary":"首先，Roundhill光通信ETF正式上市交易，首日便上涨近3%，吸引了大量资金流入Coherent等关键股。作为全球最大的黄金生产商，纽曼矿业的股价对金价波动高度敏感。上半年归属于母公司的净利润为 7.69 亿美元，同比增长 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Holdings夜盤上漲3.19%，財報前瞻與AI算力產能緊缺預期持續提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1110156447","media":"行情直击","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110156447?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 08:14","pubTimestamp":1786320877,"startTime":"0","endTime":"0","summary":"8月10日，Lumentum Holdings夜盘上涨3.19%，报918.61美元/股，成交额552.81万美元。消息面上，公司将于8月11日盘后披露新一季业绩，市场一致预期本季营收约9.88亿美元，同比增长111.83%；调整后每股收益约2.97美元，同比增长271.06%，核心驱动来自高端组件持续出货与产品组合升级提升均价。此外，机构研报指出AI算力产业链已进入下游需求倒逼上游产能的深度爆发期，Lumentum核心光学组件产能可能提前售罄至2028年，产能紧缺预期显著升温，叠加财报乐观前瞻持续提振市场情绪。","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":"preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658837671","title":"周末熱議：「空存儲、多光」？","url":"https://stock-news.laohu8.com/highlight/detail?id=2658837671","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658837671?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 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16:56","pubTimestamp":1786265767,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，“新股神”发文表示，其仍看多以美光（MU）和三星为代表的存储板块，并认为市场往往会在不同供应瓶颈之间轮动。本周，AXTI 至 LITE 等光子板块标的再次成为焦点；相较 7 月下跌期间，主要变化是股价，其后才是零散的叙事和业务更新。\n\n他指出，市场在 7 月下跌时已经知道 COHR 和 LITE 的激光产品未来 2 年全部售罄，也已从 AAOI 上季度业绩电话会了解需求失衡。除清算后的股价变化外，光子板块基本面并未恶化；光收发器及磷化铟衬底瓶颈没有改变，甚至可能进一步加剧。\n\n存储方面，“新股神”称散户正出现投降情绪，但此前同一批人在 MU 签署 16 份 SCA 并给出出色预测后极度看多。他认为，当前存储业务的营业利润与市值之比“极不合理”，且明年需求失衡或更严重；同一家公司改变的只是估值和叙事，市场则在不同板块间轮动。 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