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LITE Lumentum Holdings Inc.
未开盘 07-09 16:00:00 EDT
785.77
+78.67
+11.13%
盘后
795.00
+9.23
+1.17%
19:59 EDT
最高
804.90
最低
751.90
成交量
552.00万
今开
755.16
昨收
707.10
日振幅
7.50%
总市值
611.33亿
流通市值
600.09亿
总股本
7,780万
成交额
43.42亿
换手率
7.23%
流通股本
7,637万
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
ETF日报｜2倍做多Lumentum ETF涨超22%；三倍做多半导体ETF涨超10%；成长风格走强
ETF追踪 · 07:40
ETF日报｜2倍做多Lumentum ETF涨超22%；三倍做多半导体ETF涨超10%；成长风格走强
光通信股全线扬升 Lumentum(LITE)领涨12.43% 机构指光通信板块维持高景气度
金吾财讯 · 07-09 21:59
光通信股全线扬升 Lumentum(LITE)领涨12.43% 机构指光通信板块维持高景气度
异动解读 | 光通信板块集体上扬，Lumentum Holdings盘中大涨7%
异动解读 · 07-09 21:38
异动解读 | 光通信板块集体上扬，Lumentum Holdings盘中大涨7%
光通信概念股Lumentum盘初迅速拉升，涨近10%
每日经济新闻 · 07-09 21:38
光通信概念股Lumentum盘初迅速拉升，涨近10%
异动解读｜Lumentum Holdings盘中上涨7.1%，光通信板块集体反弹
行情直击 · 07-09 21:37
异动解读｜Lumentum Holdings盘中上涨7.1%，光通信板块集体反弹
异动解读｜Lumentum Holdings盘前上涨3.38%，报731.29美元
行情直击 · 07-09 16:07
异动解读｜Lumentum Holdings盘前上涨3.38%，报731.29美元
盘前异动 | 半导体、存储、光通信板块上扬，康宁涨超5%，迈威尔科技涨超4%，美光涨超3%
老虎资讯综合 · 07-09 16:02
盘前异动 | 半导体、存储、光通信板块上扬，康宁涨超5%，迈威尔科技涨超4%，美光涨超3%
异动解读｜Lumentum Holdings盘前下跌3.26%，光通信板块延续分化调整
行情直击 · 07-08 16:39
异动解读｜Lumentum Holdings盘前下跌3.26%，光通信板块延续分化调整
盘前异动 | 热门中概股集体上涨，阿里巴巴涨超11%，百度涨超6%；存储股板块集体下跌，闪迪、美光科技跌超2%
老虎资讯综合 · 07-08 16:02
盘前异动 | 热门中概股集体上涨，阿里巴巴涨超11%，百度涨超6%；存储股板块集体下跌，闪迪、美光科技跌超2%
异动解读｜Lumentum Holdings盘中下跌3.45%，光通信板块延续分化调整
行情直击 · 07-07 21:38
异动解读｜Lumentum Holdings盘中下跌3.45%，光通信板块延续分化调整
异动解读｜Lumentum Holdings盘前下跌3.59%，光通信板块延续分化调整
行情直击 · 07-07 16:04
异动解读｜Lumentum Holdings盘前下跌3.59%，光通信板块延续分化调整
异动解读｜Lumentum Holdings夜盘下跌3.04%，光通信板块延续分化调整
行情直击 · 07-07
异动解读｜Lumentum Holdings夜盘下跌3.04%，光通信板块延续分化调整
异动解读｜Lumentum Holdings夜盘上涨3.19%，报754.51美元
行情直击 · 07-06
异动解读｜Lumentum Holdings夜盘上涨3.19%，报754.51美元
美股夜盘｜迈威尔科技跌超3%；康宁跌超4%；闪迪跌超3%，希捷科技跌近3%
老虎资讯综合 · 07-03
美股夜盘｜迈威尔科技跌超3%；康宁跌超4%；闪迪跌超3%，希捷科技跌近3%
异动解读｜Lumentum Holdings盘中下跌3.27%，CPO量产延期担忧叠加光通信板块持续回调
行情直击 · 07-02
异动解读｜Lumentum Holdings盘中下跌3.27%，CPO量产延期担忧叠加光通信板块持续回调
异动解读｜Lumentum Holdings夜盘下跌3.22%，CPO量产延期担忧叠加光通信板块持续回调
行情直击 · 07-02
异动解读｜Lumentum Holdings夜盘下跌3.22%，CPO量产延期担忧叠加光通信板块持续回调
异动解读｜Lumentum Holdings盘中下跌5.26%，CPO量产延期担忧叠加光通信板块集体回调
行情直击 · 07-01
异动解读｜Lumentum Holdings盘中下跌5.26%，CPO量产延期担忧叠加光通信板块集体回调
异动解读｜Lumentum Holdings盘前下跌3.25%，CPO量产延期担忧叠加光通信板块集体回调
行情直击 · 07-01
异动解读｜Lumentum Holdings盘前下跌3.25%，CPO量产延期担忧叠加光通信板块集体回调
美股光通信板块盘前下挫
第一财经 · 07-01
美股光通信板块盘前下挫
上半年主动QDII基金业绩揭晓：8只产品业绩翻倍，普遍重仓台积电、英伟达、康宁等个股
智通财经 · 07-01
上半年主动QDII基金业绩揭晓：8只产品业绩翻倍，普遍重仓台积电、英伟达、康宁等个股
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公司概况
公司名称：
Lumentum Holdings Inc.
所属市场：
NASDAQ
上市日期：
--
主营业务：
Lumentum控股公司于2015年2月10日在特拉华州注册成立，是JDSU的全资子公司。该公司是一家行业领先的光学和光子产品供应商，面向一系列终端市场应用，包括用于制造、检测和生命科学应用的光通信和商用激光器。该公司寻求利用核心的光学和光子技术以及批量制造能力，向有吸引力的新兴市场扩张，这些市场受益于光学或基于光子学的解决方案提供的优势，包括用于消费电子产品的成像和传感，以及用于各种消费和工业应用的二极管光源。他们中的大多数客户过去和现在都是将产品纳入其产品的原始设备制造商，然后解决终端市场的应用问题。
发行价格：
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Holdings盘中上涨7.1%，光通信板块集体反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1109579783","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1109579783?lang=zh_cn&edition=full","pubTime":"2026-07-09 21:37","pubTimestamp":1783604232,"startTime":"0","endTime":"0","summary":"7月9日，Lumentum Holdings盘中上涨7.1%，报774.285美元/股，成交额4.48亿美元。消息面上，AI光通信板块在经历6月底以来的持续分化调整后迎来集体反弹，同板块Ciena科技涨7.55%、Applied Optoelectronics涨6.55%、诺基亚涨4.77%，行业联动效应显著。此前Lumentum自6月26日单日跌超7%以来，7月多个交易日连续下挫，短期超跌后修复动能释放。基本面方面，英伟达此前向Lumentum投资20亿美元并达成战略协议，公司总营收近乎翻倍至8.08亿美元，当季预期营收9.6亿至10亿美元。","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":"1170695183","title":"异动解读｜Lumentum Holdings盘前上涨3.38%，报731.29美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1170695183","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1170695183?lang=zh_cn&edition=full","pubTime":"2026-07-09 16:07","pubTimestamp":1783584441,"startTime":"0","endTime":"0","summary":"7月9日，Lumentum Holdings盘前上涨3.38%，报731.29美元/股，成交额409.97万美元。Lumentum Holdings所在的通信设备行业中，个股中，Applied Optoelectronics Inc.涨4.84%，诺基亚涨2.17%，Arista Networks涨1.39%，Ciena科技涨1.35%，思科涨0.17%。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，核心布局包括用于消费电子产品的成像和传感以及用于各种消费和工业应用的二极管光源。","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":"1139805912","title":"盘前异动 | 半导体、存储、光通信板块上扬，康宁涨超5%，迈威尔科技涨超4%，美光涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1139805912","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1139805912?lang=zh_cn&edition=full","pubTime":"2026-07-09 16:02","pubTimestamp":1783584154,"startTime":"0","endTime":"0","summary":"7月9日，美股三大股指期货集体上涨，道指期货涨0.21%，标普500指数期货涨0.37%，纳指期货涨0.72%。半导体板块集体上涨，迈威尔科技涨超4%，ARM、英特尔涨超3%，AMD涨近2%；存储概念股板块普涨，美光涨近4%，西部数据涨近3%，希捷科技、闪迪涨超2%；光通信概念股板块集体上扬，康宁涨超5%，AAOI涨近4%，LITE涨超2%；","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":["LU0061475181.USD","AAOI","IE00B19Z3581.USD","LU2244417387.USD","LU1992135472.HKD","NTES","IE00B66KJ199.SGD","LU1868836591.USD","XSD","LITE","IE00B7SZLL34.SGD","LU0957808578.USD","LU2148611432.USD","FTXL","LU2750360997.AUD","BK4604","STX","LU1235294995.USD","SNDQ","BK4581","LU0109392836.USD","BBYY","LU2458330169.SGD","LU0642271901.SGD","LU2290526834.HKD","TEKX","SNDU","MULL","159582","LU0859254822.USD","LU2750360641.GBP","IE000WAW04H5.SGD","IE0000B7K699.USD","IE00BBT3K403.USD","INTW","SG9999000418.SGD","IE00BLSP4452.SGD","LU1323610961.USD","LU1992135399.USD","KBAB","LU2322448957.HKD","LU2089985449.USD","LU2054465674.USD","BK4148","IE0009356076.USD","LU0097036916.USD","LU1989764748.USD","LU2360107168.USD","BK4585","JD","AMDG","LU1803068979.SGD","IE00BK4W5L77.USD","BABW","IE00B19Z3B42.SGD","SOXX","LU1861220033.SGD","BK4532","BABX","COHX","BIDG","LU1548497426.USD","BK4550","BIDU","LU0786609619.USD","SG9999001424.SGD","SSG","PTF","LU1815336760.USD","SOXY","MVLL","LU0081259029.USD","BK4543","ARM","HK0000304805.HKD","IE00BFMHRM44.USD","IE00BMPRXQ63.HKD","LU1861215975.USD","SNXX","SOXL","AMYY","MU","LU1989764664.SGD","MRVU","LU0823434583.USD","LU2360106780.USD","LU0154236417.USD","BK4579","IE00B5949003.HKD","IE00BN8TJ469.HKD","LU1720051017.SGD","LU1046421795.USD","BK4527","IE0031619046.USD","LU0823434740.USD","BK4534","MUU","ARMU","LU0238689110.USD","BK4020","IE00BK4W5M84.HKD","LU0127658192.USD","LU1267930813.SGD","LU2272731600.USD","AAOX","LU0889565833.HKD","LU1868837300.USD","LU0823421416.USD","KBDU","LU0348723411.USD","PSI","SOXS","MUD","CHPS","LU1868836757.USD","HK0000304797.USD","LU1366333091.USD","CNAV","BABU","BK4141","AMDD","AMDY","KJD","LU1852331112.SGD","LU2322448791.USD","BK4605","CHPY","LU2458330243.SGD","SOXQ","ARMW","LU0096364046.USD","WDC","IE00BMPRXR70.SGD","SMHX","LU0187121727.USD","LU2250418816.HKD","LU1642822529.SGD","LU0157215616.USD","LU2357627491.SGD","LU1169590202.USD","LU0823421333.USD","IE000SO60NU8.SGD","BABA","LU2764263039.SGD","INTC","LU2272731782.SGD","AMD","IE00BMPRXN33.USD","LU0149725797.USD","BK4512","GB00BDT5M118.USD","SNDG","LU2931357623.SGD","LU0274383776.USD","LU0321505868.SGD","IE00BLSP4239.USD","LU0054578231.USD","LU2473716301.USD","LU0203345920.USD","AMDL","BABO","LU0444971666.USD","LU2720916845.USD","RAM","LU2286300806.USD","IE0002270589.USD","SMH","USD","LU0082616367.USD","IE000M9KFDE8.USD","LU2272731865.HKD","LU2048586759.USD","BK4588","LITX","LU0203347892.USD","LU0963586101.USD","LU1169589451.USD","BK4575","WDCX","IE00B7SZL793.SGD","LU0056508442.USD","LU0792757196.USD","IE000F7OJYX1.SGD","LINT","LU1823568750.SGD","LU2764262908.HKD","DRAM","LU2471134879.HKD","BK4553","BK4529","LU0321505439.SGD","AMDW","SNDC","BK4535","BK4602","BK4170","LU0444973449.USD","LU1119994496.HKD","AMUU","VGT","LU2098885051.SGD","LU1868836914.USD","LU2471134952.CNY","LU0889566641.SGD","LU2471134523.USD","IE00B19Z4B17.USD","LU0476273544.USD","ARMG","LU1303367103.USD","AMDU","BK4533","LU2471134796.USD","LU1868837136.USD","LU0719512351.SGD","LU2357305700.SGD","BK4554","GLWG","COHR","LU0787776722.HKD","MRVL","GLW","LU1084165304.USD","LU1914381329.SGD","LU2543165471.USD","SNDK","BK4566","LU1316542783.SGD","LU2211815571.USD","DAMD","IE000BZT7R73.USD","BK4612","LU2764263203.CNY","LU1261432733.SGD","LU1720051108.HKD","BK4515","IE000MB6IJN5.SGD","LU0683600562.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1125151307","title":"异动解读｜Lumentum Holdings盘前下跌3.26%，光通信板块延续分化调整","url":"https://stock-news.laohu8.com/highlight/detail?id=1125151307","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1125151307?lang=zh_cn&edition=full","pubTime":"2026-07-08 16:39","pubTimestamp":1783499988,"startTime":"0","endTime":"0","summary":"7月8日，Lumentum Holdings盘前下跌3.26%，报676.6美元/股，成交额477.58万美元。消息面上，AI光通信板块近期持续分化调整，市场已不再简单交易概念，而是开始区分客户绑定、订单确定性、CPO落地节奏和估值位置，高弹性标的回落压力显著。Lumentum此前在6月26日单日跌超7%，7月以来多个交易日连续下挫，短期波动明显加剧。尽管英伟达此前向Lumentum投资20亿美元并达成战略协议，但公司当前市盈率超120倍，估值消化压力仍构成制约。","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":"1126930811","title":"盘前异动 | 热门中概股集体上涨，阿里巴巴涨超11%，百度涨超6%；存储股板块集体下跌，闪迪、美光科技跌超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126930811","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1126930811?lang=zh_cn&edition=full","pubTime":"2026-07-08 16:02","pubTimestamp":1783497762,"startTime":"0","endTime":"0","summary":"存储股板块盘前集体下跌，闪迪、美光科技跌超2%；半导体板块盘前普跌，英特尔跌近1%；光通信概念股盘前集体下跌，AAOI跌超1%，LITE跌近1%；热门中概股盘前集体上涨，阿里巴巴涨超11%，百度涨超6%，拼多多涨超2%。","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":["JD","LINT","BABA","MUD","KBDU","AMDY","AMDU","AMD","NTES","BABU","BILI","AMDW","SNDK","ARMU","BABX","MUU","BABW","SNXX","MVLL","BIDG","SNDC","ARMG","GLW","KBAB","GLWG","AMDG","SNDG","AMDD","INTC","ARMW","BBYY","LITE","BIDU","INTW","SNDU","AAOI","MRVU","WDC","AMYY","AMDL","BABO","MU","MRVL","ARM","WDCX","STX","LITX","AMUU","SNDQ","DAMD","MULL","KJD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1127583096","title":"异动解读｜Lumentum Holdings盘中下跌3.45%，光通信板块延续分化调整","url":"https://stock-news.laohu8.com/highlight/detail?id=1127583096","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1127583096?lang=zh_cn&edition=full","pubTime":"2026-07-07 21:38","pubTimestamp":1783431522,"startTime":"0","endTime":"0","summary":"7月7日，Lumentum Holdings盘中下跌3.45%，报708.085美元/股，成交额2.52亿美元。Lumentum此前曾在6月26日单日跌超7%、7月1日盘前跌超2%、7月3日夜盘再跌超2%，短期波动加剧。尽管英伟达此前向Lumentum投资20亿美元并达成战略协议，但公司当前高市盈率及板块整体估值消化压力仍构成制约。行业内个股普遍承压，Arista Networks跌4.52%，Applied Optoelectronics跌3.28%，诺基亚跌2.52%。","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":"1179940253","title":"异动解读｜Lumentum Holdings盘前下跌3.59%，光通信板块延续分化调整","url":"https://stock-news.laohu8.com/highlight/detail?id=1179940253","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1179940253?lang=zh_cn&edition=full","pubTime":"2026-07-07 16:04","pubTimestamp":1783411474,"startTime":"0","endTime":"0","summary":"7月7日，Lumentum Holdings盘前下跌3.59%，报714.64美元/股，成交额365.66万美元。消息面上，AI光通信板块近期持续分化调整，市场已不再简单交易概念，而是开始区分客户绑定、订单确定性、CPO落地节奏和估值位置，高弹性标的回落压力显著。Lumentum此前曾在6月26日单日跌超7%、7月1日盘前跌超2%、7月3日夜盘再跌超2%，短期波动加剧，板块内个股普遍承压，Applied Optoelectronics跌3.01%，Ciena科技跌2.02%，诺基亚跌1.53%。","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":"1107153509","title":"异动解读｜Lumentum Holdings夜盘下跌3.04%，光通信板块延续分化调整","url":"https://stock-news.laohu8.com/highlight/detail?id=1107153509","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1107153509?lang=zh_cn&edition=full","pubTime":"2026-07-07 11:47","pubTimestamp":1783396048,"startTime":"0","endTime":"0","summary":"7月7日，Lumentum Holdings夜盘下跌3.04%，报708.99美元/股，成交额784.41万美元。消息面上，AI光通信板块近期持续分化调整，市场已不再简单交易概念，而是开始区分客户绑定、订单确定性、CPO落地节奏和估值位置，高弹性标的回落压力显著。Lumentum此前曾在6月26日单日跌超7%、7月1日盘前跌超2%，短期波动加剧。","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":"1132632989","title":"异动解读｜Lumentum Holdings夜盘上涨3.19%，报754.51美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1132632989","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1132632989?lang=zh_cn&edition=full","pubTime":"2026-07-06 08:06","pubTimestamp":1783296375,"startTime":"0","endTime":"0","summary":"7月6日，Lumentum Holdings夜盘上涨3.19%，报754.51美元/股，成交额85.4万美元。Lumentum Holdings所在的通信设备行业中，个股中，Applied Optoelectronics Inc.涨4.63%，诺基亚涨2.24%，Ciena科技涨1.78%，Arista 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Holdings跌3.38%，联电跌3.15%，迈威尔科技跌3.12%，Cerebras Systems跌2.72%，英特尔、应用材料跌2.43%，美国超微公司跌1.97%。存储芯片股下跌，Roundhill Memory ETF跌5.07%，西部数据跌3.80%，闪迪跌3.50%，希捷科技跌2.97%，美光科技跌2.96%，其中，闪迪受Anthropic自研AI芯片消息拖累半导体板块影响。光通信股下跌，康宁跌4.35%，Applied Optoelectronics Inc.跌4.09%，AXT Inc跌3.92%，Credo Technology Group Holding Ltd跌2.89%，Coherent跌2.79%，Lumentum Holdings Inc.跌2.62%，其中，AXT Inc与Coherent签署主开发与供应协议消息受到关注。","market":"us","thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e2482c489456454bb2227ec34bbeb7d8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRWU","DLLL","NBIL","INTW","NIO","SOXL","UMC","MRVU","ARMU","BE","IRE","DRAM","AMAT","CRDO","AAOI","DELL","IREZ","STX","MRVL","XPEV","AMDG","CRWG","AMDU","AMYY","IREN","CRWV","ARM","SNDK","LINT","IREG","MVLL","AMUU","MUU","SNDC","AMDY","COHR","PDD","BEX","CWII","AMDW","YINN","CBRS","SNDQ","CWVX","LITX","BIDG","BEG","DAMD","MULL","INTC","NOK","GLWG","ARMW","NBIZ","PDDL","NIOG","AXTI","COHX","CRDU","LNOK","WDCX","MU","SNDG","KPDD","GLW","SNDU","WDC","MUD","AMDL","AMD","BIDU","NBIS","NEBX","BEZ","CORD","KBDU","IREX","ARMG","SNXX","XPEG","LITE","AMDD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1126622948","title":"异动解读｜Lumentum 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Optoelectronics跌4.14%，Ciena科技跌4.04%，思科跌1.73%，诺基亚跌1.7%，板块联动效应加剧个股调整压力。此外，独立研究机构此前发布报告指出，共封装光学技术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，这一根本性担忧持续压制光通信板块情绪。","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":"1106926334","title":"异动解读｜Lumentum Holdings夜盘下跌3.22%，CPO量产延期担忧叠加光通信板块持续回调","url":"https://stock-news.laohu8.com/highlight/detail?id=1106926334","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1106926334?lang=zh_cn&edition=full","pubTime":"2026-07-02 15:26","pubTimestamp":1782977194,"startTime":"0","endTime":"0","summary":"7月2日，Lumentum 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21:39","pubTimestamp":1782913166,"startTime":"0","endTime":"0","summary":"7月1日，Lumentum Holdings盘中下跌5.26%，报817.93美元/股，成交额2.84亿美元。消息面上，美股光通信板块集体下挫，康宁跌超4%，迈威尔科技跌近3%，Coherent跌超2%，板块联动效应加剧个股调整压力。此外，独立研究机构此前发布报告指出，共封装光学技术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，这一根本性担忧持续压制光通信板块情绪。","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":"1143857787","title":"异动解读｜Lumentum Holdings盘前下跌3.25%，CPO量产延期担忧叠加光通信板块集体回调","url":"https://stock-news.laohu8.com/highlight/detail?id=1143857787","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1143857787?lang=zh_cn&edition=full","pubTime":"2026-07-01 20:40","pubTimestamp":1782909611,"startTime":"0","endTime":"0","summary":"7月1日，Lumentum 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