美股详情

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Lumentum Holdings Inc.

702.73

+13.932.02%

盘后：697.00-5.7300-0.82%19:59 EDT

成交量：527.51万

成交额：37.38亿

市值：501.75亿

市盈率：214.82

高：732.83

开：706.41

低：692.33

收：688.80

52周最高：808.80

52周最低：45.65

股本：7,140.00万

流通股本：6,906.96万

量比：0.54

换手率：7.64%

股息：- -

股息率：- -

每股收益(TTM):3.27

每股收益(LYR):0.3700

净资产收益率：29.27%

总资产收益率：0.29%

市净率：59.27

市盈率(LYR):1,899.27

数据加载中...

总览公司新闻资讯公告

异动解读 | OFC 2026大会释放强劲增长信号，Lumentum盘中大涨5.13%

美股光通信概念股强势拉升，AAOI涨超6%，LITE涨4%

老虎资讯综合

大摩上调Lumentum目标价至595美元

OFC 2026点燃光互连狂潮！AI数据中心越来越相信“光的力量”，Lumentum站上超级风口

Lumentum目标两年内实现季度营收达20亿美元

美股成交额TOP 20 | “七巨头”齐挫，亚马逊跌超2%；闪迪逆市涨超4%，股价创历史新高；光通信多股走强，Lumentum涨近8%

环球市场播报

光通信板块逆市走高，AAOI一度大涨超15%，LITE涨14%

老虎资讯综合

美股异动 | 光通信板块多只个股大涨 Lumentum(LITE.US)大涨逾12%

异动解读 | OFC大会展示AI新品及纳入标普500预期，Lumentum盘中大涨11.74%

今日焦点股：美光财报前市值突破5000亿三井船舶受Elliott入股飙涨12%

异动解读 | Lumentum在光通信大会展示AI数据中心产品，盘前大涨5.07%

光通信大会（2026 OFC）：电信大会变成AI大会，焦点是“如何在更小空间塞入更高密度光纤"

华尔街见闻

异动解读 | 市场重新评估光通信前景，Lumentum盘中大涨5.80%

英伟达表态将同时采用铜缆与光通信技术

异动解读 | 黄仁勋重申铜技术路线，Lumentum盘中大跌5.97%

黄仁勋重申铜技术路线，光学器件股Lumentum(LITE.US)、Coherent(COHR.US)盘前齐挫

异动 | 光通信概念股冲高，COHERENT、Lumentum涨超7%

老虎资讯综合

TD Cowen首次覆盖网络通信板块：Arista(ANET.US)等三股获“买入” Lumentum(LITE.US)获“持有”

ETF日报｜美国原油ETF涨近10%；纳指三倍做空ETF涨超5%；避险升温，原油走强

老虎资讯综合

当光取代铜：Lumentum（LITE）——AI时代的光之心脏

TradingKey中文

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2026点燃光互连狂潮！AI数据中心越来越相信“光的力量”，Lumentum站上超级风口","url":"https://stock-news.laohu8.com/highlight/detail?id=2620218073","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620218073?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 13:25","pubTimestamp":1773897933,"startTime":"0","endTime":"0","summary":"此前这家光通信行业领军公司在 OFC 2026全球光通信大会上披露了其长期层面的财务基本面增长模型，其中包括20亿美元的“季度营收运行率”。Lumentum可谓吃满AI基建红利!为何Lumentum2025年迄今股价走势可谓“牛到极致”，主要逻辑在于Lumentum能够同时受益于谷歌TPU AI算力产业链以及英伟达主导的AI GPU系算力产业链。OFC 2026——愈发坚信“光的力量”从AI数据中","market":"hk","thumbnail":"https://static.tigerbbs.com/36213e3b23e406b7712fe3c9b6e2762c","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/36213e3b23e406b7712fe3c9b6e2762c"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"931be11c5d5e7b1312a259569ad58e0f","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1415799.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0106261612.USD","BK4588","LU0205193047.USD","LU0205194284.USD","LU2360107168.USD","LU0511384066.AUD","LITE","LU0012050646.USD","LU0289739343.SGD","LU1861220033.SGD","BK4585","LU1861215975.USD","BK4020","LU0240878834.USD","LU0240877869.USD","LU2290526834.HKD","LU0289961442.SGD"],"gpt_icon":0},{"id":"2620294908","title":"Lumentum目标两年内实现季度营收达20亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2620294908","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620294908?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 09:14","pubTimestamp":1773882858,"startTime":"0","endTime":"0","summary":null,"market":"fut","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://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["LITE","LU0205194284.USD","LU0205193047.USD","LU0289961442.SGD","LU0289739343.SGD","LU1861215975.USD","LU0240878834.USD","LU0106261612.USD","LU2290526834.HKD","LU0240877869.USD","LU1861220033.SGD","BK4020","LU2360107168.USD","LU0012050646.USD","LITX","BK4588","BK4585","LU0511384066.AUD"],"gpt_icon":0},{"id":"2620260886","title":"美股成交额TOP 20 | “七巨头”齐挫，亚马逊跌超2%；闪迪逆市涨超4%，股价创历史新高；光通信多股走强，Lumentum涨近8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2620260886","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620260886?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 07:00","pubTimestamp":1773874833,"startTime":"0","endTime":"0","summary":"周三美股成交额第1名英伟达收跌0.84%，成交281.23亿美元。其中，2026年出货占比约30%至40%，2027年则提升至60%至70%。若与过去年度出货规模相比，整体出货量将实现超过10倍的成长，显示AI推理需求正快速进入规模化部署阶段。微软正评估对亚马逊和OpenAI采取法律行动。近日有报道称微软可能正逐步走向与亚马逊和OpenAI的摊牌。","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":"36ba4bcf9b2d6546f1592534d8a8d779","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-19/doc-inhrnemz7086551.shtml","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":"sina_us","symbols":["LITE","AMZN","SNDK"],"gpt_icon":1},{"id":"1179748382","title":"光通信板块逆市走高，AAOI一度大涨超15%，LITE涨14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1179748382","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1179748382?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 22:43","pubTimestamp":1773845026,"startTime":"0","endTime":"0","summary":"OFC 2026大会集中释放AI基建需求信号。","market":"us","thumbnail":"https://community-static.tradeup.com/news/cdf31f734ecd251dceb5946d76e0e886","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/cdf31f734ecd251dceb5946d76e0e886"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"931be11c5d5e7b1312a259569ad58e0f","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":["COHR","AAOI","GLW","LITE"],"gpt_icon":0},{"id":"2620425255","title":"美股异动 | 光通信板块多只个股大涨 Lumentum(LITE.US)大涨逾12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2620425255","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620425255?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 22:24","pubTimestamp":1773843891,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周三，光通信板块多只个股大涨，Applied Optoelectronics大涨逾14%，Lumentum大涨逾12%，Coherent涨逾7%，康宁涨逾3%。消息面上，OFC 2026大会集中释放AI基建需求信号，Applied Optoelectronics、Lumentum、Coherent等三家公司集中展示新产品。具体来看，Applied Optoelectronics重点展示面向下一代AI基础设施的25dBm超高功率ELSFP解决方案。Lumentum展示了多种面向横向扩展、纵向扩展和跨域扩展的网络应用方案。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"931be11c5d5e7b1312a259569ad58e0f","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1415641.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4020","LU1861215975.USD","LU0106261612.USD","LU2360107168.USD","LU0205193047.USD","LU0511384066.AUD","LU0012050646.USD","BK4588","LITE","LU0289739343.SGD","LU0205194284.USD","LU0240878834.USD","LU0289961442.SGD","LU0240877869.USD","LU2290526834.HKD","BK4585","LU1861220033.SGD"],"gpt_icon":1},{"id":"1143193620","title":"异动解读 | OFC大会展示AI新品及纳入标普500预期，Lumentum盘中大涨11.74%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143193620","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143193620?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 21:38","pubTimestamp":1773841083,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc.  今日盘中股价大幅上涨11.74%，引起了市场的广泛关注。消息面上，Lumentum在2026年光纤通信大会上集中展示了多款面向下一代AI和云数据中心基础设施的新产品，包括1.6T DR4 OSFP可插拔光模块原型、800mW超高功率激光器等，凸显了公司在高速光通信领域的技术实力。此外，Lumentum与同行业的Coherent已确认将于下周被正式纳入标普500指数，这一预期也提振了投资者情绪。市场普遍认为，AI数据中心硬件升级的强劲需求将持续驱动光通信板块的业绩与估值。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"931be11c5d5e7b1312a259569ad58e0f","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["LITE"],"gpt_icon":0},{"id":"1174704785","title":"今日焦点股：美光财报前市值突破5000亿 三井船舶受Elliott入股飙涨12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174704785","media":"投资观察","labels":["shareholding","dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1174704785?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 18:00","pubTimestamp":1773828026,"startTime":"0","endTime":"0","summary":"美光科技将于美股收盘后公布财报。截至周二收盘，这家内存芯片制造商市值突破5000亿美元大关，盘前交易中股价继续上扬。市场关注其HBM3E高带宽内存产品在AI服务器领域的渗透进度，以及数据中心业务能否延续上季度超预期表现。日本航运公司三井船舶股价飙升12%，此前激进投资者Elliott投资管理公司披露已建仓该公司。此前在圣何塞GTC大会上，英伟达宣布将同时采用铜缆与光通信技术，市场对AI数据中心硬件升级需求持续乐观。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d3dd099418d6977667acbb05869ac24b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4202","LU2272731600.USD","LU0274383776.USD","LU0106261612.USD","UN","LU1803068979.SGD","LU2272731865.HKD","BK4553","LU1366333091.USD","LU2458330243.SGD","BK4588","LITE","LU0289961442.SGD","MUD","LU2360107168.USD","LU2272731782.SGD","LU0511384066.AUD","GIS","BK4566","LU2458330169.SGD","LU0642271901.SGD","IE00B7SZL793.SGD","LU1585245621.USD","SGXZ51526630.SGD","LU0127658192.USD","LU1861220033.SGD","LULG","LU0082616367.USD","IE00B5949003.HKD","LU1992135472.HKD","LU0205193047.USD","LU2250418816.HKD","LU0203345920.USD","BK4533","LU2473716301.USD","BK4183","BK4512","IE00B66KJ199.SGD","LU0889565833.HKD","BK4141","ULVR.UK","BK4575","BK4605","LU0823411888.USD","LU2322448791.USD","LU1323610961.USD","GB00BDT5M118.USD","IE00B19Z4B17.USD","LU2286300806.USD","LU0081259029.USD","LU0157215616.USD","MU","LU1267930813.SGD","LU2211815571.USD","LU0124676726.USD","SGXZ99366536.SGD","LU0056508442.USD","LU1989763427.SGD","MSLOY","BK4579","BK4592","LU0205194284.USD","LU1992135399.USD","LU1989763690.USD","SGXZ81514606.USD","LU1496350502.SGD","LU1852331112.SGD","LU0689626769.HKD","LU1316542783.SGD","BK4554","LU2931357623.SGD","LU2054465674.USD","IE0031619046.USD","LU0154236417.USD","MUU","LU1861215975.USD","LU0240877869.USD","LU2089985449.USD","BK4020","LU0203347892.USD","LU2360106780.USD","BK4212","LU0289739343.SGD","LU2048586759.USD","LU0012050646.USD","LITX","LU0889566641.SGD","UL","BK4543","LU0109392836.USD","BK4532","IE00B19Z3581.USD","COHR","LU2322448957.HKD","BK4148","IE0009356076.USD","IE00B19Z3B42.SGD","LULU","IE0002270589.USD","BK4157","BK4585","BK4504","LU0719512351.SGD","IE00B7SZLL34.SGD","LU0792757196.USD","MULL","BK4527","LU0240878834.USD","LU2290526834.HKD","COHX","LU1430594728.SGD"],"gpt_icon":0},{"id":"1104907236","title":"异动解读 | Lumentum在光通信大会展示AI数据中心产品，盘前大涨5.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104907236","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104907236?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 16:06","pubTimestamp":1773821197,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc.今日盘前股价大涨5.07%，引起了市场的广泛关注。消息面上，Lumentum在2026年光纤通信大会上展示了多款面向AI和云数据中心的新产品，包括使用四颗400G差分EML激光器的1.6T DR4 OSFP可插拔收发器原型，以及800mW超高功率激光器和16通道DWDM超高功率激光器。本届OFC大会的焦点已全面转向AI基础设施，Lumentum的产品展示符合行业“在更小空间内塞入更高密度光纤”以满足AI数据中心需求的大趋势。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","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"],"gpt_icon":0},{"id":"2620402527","title":"光通信大会（2026 OFC）：电信大会变成AI大会，焦点是“如何在更小空间塞入更高密度光纤\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2620402527","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620402527?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 08:32","pubTimestamp":1773793959,"startTime":"0","endTime":"0","summary":"OFC光纤通信大会正式\"变身\"AI展，康宁、思科、Arista、Ciena、诺基亚等巨头齐聚洛杉矶，围绕更高密度、更低功耗、更小体积的光纤展开军备竞赛。Arista新模块可将每机架带宽提升4倍、占地缩减75%；康宁的空心光纤从实验室走向规模部署，去年9月已与微软签约量产。一场重塑AI基础设施的光学革命，正在悄然提速。","market":"sg","thumbnail":"https://community-static.tradeup.com/news/cdf31f734ecd251dceb5946d76e0e886","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/cdf31f734ecd251dceb5946d76e0e886"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3767775","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"14b276952a6b46a2a5e9067b5afd7fce","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3767775","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":["LU1923622291.USD","LU2125909759.SGD","LU1815336091.USD","GLW","BK4528","BK4007","BK4232","BK4143","BK4161","LU0566484027.USD","BK4023","IE00B19Z6F94.USD","BK4588","BK4551","LITE","LU1559883803.SGD","MRVL","BK4022","ANET","LU2125909916.SGD","BK4585","LU0053671581.USD","BK4543","LU0728928796.USD","LU2211815571.USD","BK4587","IE0034390439.USD","LU0757428866.USD","CSCO","LU2065732104.USD"],"gpt_icon":0},{"id":"1120985601","title":"异动解读 | 市场重新评估光通信前景，Lumentum盘中大涨5.80%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120985601","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1120985601?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 01:52","pubTimestamp":1773769959,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc.今日盘中大涨5.80%，股价走势出现显著逆转。消息面上，早盘时段，英伟达首席执行官黄仁勋在GTC大会上表示，公司计划在其未来的产品线中同时推进铜缆和光通信技术，而非二选一。此言论一度引发市场对光通信技术前景的担忧，导致Lumentum等光纤概念股早盘集体下挫。英伟达的表态实际上确认了光通信技术在未来扩展中的不可或缺性，而非对其的替代。这种认知的修正推动了Lumentum股价在下午交易时段强势反弹并大幅收涨。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","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"],"gpt_icon":0},{"id":"1121905465","title":"英伟达表态将同时采用铜缆与光通信技术","url":"https://stock-news.laohu8.com/highlight/detail?id=1121905465","media":"投资观察","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121905465?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 01:51","pubTimestamp":1773769901,"startTime":"0","endTime":"0","summary":"周二早盘，光纤概念股集体下挫。此前英伟达首席执行官黄仁勋表示，公司计划同时采用铜缆和光通信技术，而非二者取一。\n黄仁勋在加州圣何塞举行的英伟达GTC大会上指出：“对于生态系统的每位参与者而言，我们需要更大的容量支撑。铜缆需要扩容，光通信同样需要扩容。”\n受此消息影响，康宁、Lumentum、Coherent与应用光电等公司股价早盘均跌超5%，随后部分收复失地。至下午交易时段，Lumentum和Coherent股价转涨。\n随着AI工作负载将算力与散热需求推向极限，光纤传输数据速度优于铜缆且发热量更低的优势日益凸显，芯片制造商正加速转向光通信技术。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1e70486eeeacdf119e80af8b43507bc9","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0345770993.USD","LU0476273544.USD","LU0353189680.USD","BK4529","ANV","LU2361045086.USD","IE00BYXW3230.USD","LU0069063385.USD","LU2896262040.SGD","SG9999014559.SGD","SG9999015952.SGD","LU0823421416.USD","SGXZ31699556.SGD","IE00B7SZL793.SGD","LU1934455863.HKD","IE00BFSS8Q28.SGD","LU2092937148.SGD","LU1852331112.SGD","LU0823421333.USD","LU0124676726.USD","COHX","LU0158827948.USD","IE0034235303.USD","LU1084165304.USD","LU0265550359.USD","BK4551","LU0943347566.SGD","LU2065171402.SGD","SG9999001424.SGD","LU0211328371.USD","LU2456880835.USD","LU1496350171.SGD","SG9999015341.SGD","SG9999015978.USD","NVDS","LU0466842654.USD","LU1633808545.USD","LU2028103732.USD","LU2087625088.SGD","LU1674673428.USD","LU1951200564.SGD","LU0256863902.USD","LU0820561909.HKD","LU2602419157.SGD","IE00B66KJ199.SGD","LU2125154935.USD","LU0061475181.USD","IE00BJTD4N35.SGD","SGXZ81514606.USD","LU1571399168.USD","IE0034235188.USD","LU1366192091.USD","LU1400636657.SGD","LU2420271590.USD","IE00B1BXHZ80.USD","LU0965509283.SGD","BK4141","LU2746668461.USD","LU0345770308.USD","LU0353189763.USD","LU1861215975.USD","SG9999018865.SGD","LU1232071149.USD","LU0079474960.USD","IE00B5949003.HKD","LU2471134879.HKD","IE0031619046.USD","LU2097344431.USD","SG9999017495.SGD","IE00B19Z4B17.USD","NVIW.SI","LU0082616367.USD","LU1244550494.USD","LU2360107168.USD","LU2452424414.USD","LU1548497426.USD","NVDQ","LU1718418525.SGD","IE00B3SWFQ91.USD","LU0557290698.USD","SGXZ23171101.USD","LU0942090050.USD","IE00BDRTCR15.USD","IE00BKPKM429.USD","LU2111349929.HKD","LU0820562030.AUD","LU0820561818.USD","LU2360032135.SGD","LU1267930490.SGD","IE00BKDWB100.SGD","LU0957808578.USD","LU1791710400.SGD","LU1974910355.USD","LU2089283258.USD","LU0965508806.USD","LU1712237335.SGD","IE00BMPRXQ63.HKD","LU2125909916.SGD","LU2065171311.SGD","LU1066051225.USD","LU0266013472.USD","LU0289960550.SGD","IE00BK4W5M84.HKD","LU0061474705.USD","IE00B3M56506.USD","NVD2.UK","LU0006306889.USD","IE00BKVL7J92.USD","LU0215105999.USD","LU0823414478.USD","HK0000320264.USD","LU2213496289.HKD","LU0225283273.USD","IE0004445015.USD","LU2168564065.EUR","LU2473716301.USD","LU2168563687.JPY","LU0057025933.USD","LU0823414551.USD","LU1861127337.USD","IE00BFSS7M15.SGD","LU0494093205.USD","SG9999014575.USD","IE00BN29S564.USD","IE0004091025.USD","LU2543165471.USD","LU0203202063.USD","LU2054465674.USD","LU1623119135.USD","LU2211815571.USD","LU0342679015.USD","LU2505996509.AUD","LU1868837136.USD","LU0094547139.USD","LU1645745479.HKD","LU2322448957.HKD","IE0001KFT4U8.USD","LU2461242641.AUD","BK4527","LU1316542783.SGD","SG9999014906.USD","LU2264538146.SGD","LU2430703095.HKD","IE00B4YYXB79.USD","NVDB","NVDS.UK","LU1244550221.USD","BK4534","LU0240878834.USD","LU0708995401.HKD","IE00BK4W5L77.USD","LU0210533765.USD","LU2023250504.SGD","LU0345768740.USD","LU2125154778.USD","NVDG","LU1066051811.HKD","LU0077335932.USD","LU0957791311.USD","LU2552382058.USD","BK4543","LU0323591593.USD","LU1119994496.HKD","LU1551013342.USD","LU0823434740.USD","LU2361044949.HKD","LU1629891620.HKD","LU0080751232.USD","LU2089284900.SGD","LU2463028550.USD","LU0096364046.USD","IE00B7KXQ091.USD","IE00B19Z8X17.USD","BK4550","LU0472753341.HKD","LU1280957306.USD","LU1803068979.SGD","LU0345769128.USD","LU0642271901.SGD","LU1035775433.USD","LU1267930730.SGD","LU2191332357.HKD","LU2087621335.USD","LU1989764748.USD","LU2272731600.USD","LU0417517546.SGD","IE00BJTD4V19.USD","LU1066053197.SGD","LU2746668974.SGD","BK4535","BK4148","LU1116320901.HKD","IE00BZ1G4Q59.USD","BK4554","LU2168564222.USD","LU0310800379.SGD","LU0097036916.USD","LU2092627202.USD","LU2430703178.SGD","BK4020","IE00B775H168.HKD","LU2552382132.HKD","LU2168564149.EUR","LU1116320737.USD","LU1934455277.USD","LU0012050646.USD","LU2458330243.SGD","IE00BWXC8680.SGD","LU0211327993.USD","SGXZ99366536.SGD","LU2931357623.SGD","LU1153585028.USD","LU0265550946.USD","LITX","LU0316494557.USD","LU0724617625.USD","LU1242518857.USD","LU1691799644.USD","NVD3.UK","SGXZ51526630.SGD","LU2294711713.HKD","LU0109392836.USD","LU0170899867.USD","IE000KEQY171.SGD","LU1127390331.HKD","HK0000306701.USD","LU0187121727.USD","LU0823434583.USD","LU1699723380.USD","LU1069344957.HKD","LU1674673691.USD","LU1366333091.USD","SNVD.UK","BK4592","NVDL","LU03087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| 黄仁勋重申铜技术路线，Lumentum盘中大跌5.97%","url":"https://stock-news.laohu8.com/highlight/detail?id=1191730087","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1191730087?lang=zh_cn&edition=fundamental","pubTime":"2026-03-17 21:50","pubTimestamp":1773755449,"startTime":"0","endTime":"0","summary":"光通信器件公司Lumentum Holdings Inc.  今日盘中股价大跌5.97%，引起了市场的关注。消息面上，此次下跌与英伟达首席执行官黄仁勋在GTC演讲中重申其服务器机架将采用铜技术有关。黄仁勋表示，英伟达在即将推出的Vera Rubin Ultra和Feynman产品线中，将同时推进铜技术和共封装光学技术。摩根大通分析师哈兰·苏尔在报告中解读称，英伟达双线并进的策略符合预期，但对于当前的Vera Rubin一代，Oberon机架采用铜互连技术实现规模扩展，而光学互连技术则用于更大规模的扩展。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1e70486eeeacdf119e80af8b43507bc9","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"],"gpt_icon":0},{"id":"2620420334","title":"黄仁勋重申铜技术路线，光学器件股Lumentum(LITE.US)、Coherent(COHR.US)盘前齐挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2620420334","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620420334?lang=zh_cn&edition=fundamental","pubTime":"2026-03-17 21:14","pubTimestamp":1773753258,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周二盘前交易中，光学器件公司Lumentum和Coherent股价走低。此前，英伟达CEO黄仁勋重申其服务器机架将采用铜技术。截至发稿，Lumentum盘前跌超3%，Coherent跌近4%，而有源电缆生产商Credo 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Cowen近日启动对多家网络通信板块个股的覆盖，给予Arista Networks、Coherent、Ciena“买入”评级，对Lumentum Holdings给出“持有”评级。与此同时，Coherent获目标价330美元。T.D. Cowen给予Ciena目标价425美元，部分原因是公司近期收购Nubis，进一步强化数据中心内部互联能力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"b5947f251e0c172a98a324b2dc2c8952","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1413582.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0240877869.USD","LU0511384066.AUD","LU0348723411.USD","LU2458330243.SGD","LU0353189680.USD","SG9999001424.SGD","LU2106854487.HKD","LU2108987350.USD","LU1803068979.SGD","LU2286300806.USD","IE00BN0W2V16.EUR","LITE","BK4207","BK4020","LU1861220033.SGD","BK4566","LU0557290698.USD","LU0225283273.USD","BK4554","IE00BMPRXN33.USD","LU2023250504.SGD","LU0106261612.USD","LU2087625088.SGD","BK4585","LU0353189763.USD","LU2054465674.USD","LU0077335932.USD","LU2355687059.USD","LU2290526834.HKD","IE00BN0W2W23.USD","LU0205194284.USD","LU0109392836.USD","IE0008368304.USD","LU0198837287.USD","LU0106261372.USD","LU0289739343.SGD","LU0012050646.USD","LU0205193047.USD","LU2458330169.SGD","LU2360107168.USD","IE00BMPRXR70.SGD","CIEN","LU1917777945.USD","LU1861215975.USD","LU2211815571.USD","LU0289961442.SGD","BK4543","IE00BN0W2T93.GBP","LU0006306889.USD","BK4588","ANET","LU0240878834.USD","LU0889565833.HKD","IE00BMPRXQ63.HKD","LU1974910355.USD"],"gpt_icon":1},{"id":"1131691126","title":"ETF日报｜美国原油ETF涨近10%；纳指三倍做空ETF涨超5%； 避险升温，原油走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1131691126","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131691126?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 10:21","pubTimestamp":1773368460,"startTime":"0","endTime":"0","summary":"大盘指数ETF涨幅Top 5$罗素2000指数三倍做空ETF$上涨6.58%。该产品三倍做空标普500指数，因标普500走弱，产品被动上涨。大宗商品ETF涨幅Top 5$二倍做多彭博原油ETF$上涨10.32%。$美国原油ETF$上涨9.57%。该产品跟踪WTI原油期货合约价格，油价上涨带动基金走强。行业指数ETF涨幅Top 5$三倍做空金融ETF-Direxion$上涨4.97%。总结当日美股回调中，反向与波动率类ETF","market":"us","thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1c9650ec63ecfd10b765c04129a67414","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["USFR","TZA","LITE","ZSL","GEMG","GEMI","JETD","STIP","UVIX","FLYT","TWM","LEU","DUST","MINT","FAZ","SDOW","OPEN","SQQQ","KORU","DRV","AFRM","GLL","OPEG","DBC","USO","ERX","QBTZ","LEUX","UCO","SKF","SHV","AFRU","LITX","FLY","BIL","SPXU","QBTS"],"gpt_icon":1},{"id":"2618418783","title":"当光取代铜：Lumentum（LITE）——AI时代的光之心脏","url":"https://stock-news.laohu8.com/highlight/detail?id=2618418783","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618418783?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 17:09","pubTimestamp":1773306573,"startTime":"0","endTime":"0","summary":"TradingKey - 当铜在 AI 时代撞上天花板，Lumentum 成了英伟达押下数十亿美元的光学公司。","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/261673583-lumentum-lite-ai-optical-interconnect-nvidia-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0240877869.USD","LU1861215975.USD","BK4020","LU0511384066.AUD","LU2360107168.USD","BK4588","BK4535","LU0106261612.USD","LITE","LU0205194284.USD","LU0289739343.SGD","LU0205193047.USD","LU1861220033.SGD","LU0289961442.SGD","LU0012050646.USD","LU2290526834.HKD","LU0240878834.USD","BK4585"],"gpt_icon":1}],"pageSize":20,"totalPage":9,"pageCount":2,"totalSize":180,"code":"91000000","status":"200"}]}}