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LITE Lumentum Holdings Inc.
休市中 03-20 16:00:00 EDT
706.35
-65.78
-8.52%
盘后
710.10
+3.75
+0.53%
19:59 EDT
最高
787.45
最低
680.66
成交量
2,287万
今开
785.49
昨收
772.13
日振幅
13.83%
总市值
504.33亿
流通市值
487.87亿
总股本
7,140万
成交额
162.39亿
换手率
33.11%
流通股本
6,907万
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｜Tradr 2X Long LITE Daily ETF上涨20%；二倍做空黄金矿业指数ETF-Direxion上涨近12%；小盘与能源相对坚挺
老虎资讯综合 · 03-20 08:24
ETF日报｜Tradr 2X Long LITE Daily ETF上涨20%；二倍做空黄金矿业指数ETF-Direxion上涨近12%；小盘与能源相对坚挺
美股成交额TOP 20 | 光通信概念股逆势走强，Lumentum涨超10%；美光科技跌近4%，高额支出计划引担忧；闪迪连涨五日，股价续刷历史新高
环球市场播报 · 03-20 06:55
美股成交额TOP 20 | 光通信概念股逆势走强，Lumentum涨超10%；美光科技跌近4%，高额支出计划引担忧；闪迪连涨五日，股价续刷历史新高
异动解读 | OFC 2026大会释放强劲增长信号，Lumentum盘中大涨5.13%
异动解读 · 03-19 22:53
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 · 03-19 22:23
美股光通信概念股强势拉升，AAOI涨超6%，LITE涨4%
大摩上调Lumentum目标价至595美元
中金财经 · 03-19 16:07
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
智通财经 · 03-19 13:25
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
格隆汇 · 03-19 09:14
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 · 03-19 07:00
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%
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 · 03-18 22:43
光通信板块逆市走高，AAOI一度大涨超15%，LITE涨14%
美股异动 | 光通信板块多只个股大涨 Lumentum(LITE.US)大涨逾12%
智通财经 · 03-18 22:24
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%
异动解读 · 03-18 21:38
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%
投资观察 · 03-18 18:00
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%
异动解读 · 03-18
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 · 03-18
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"
异动解读 | 市场重新评估光通信前景，Lumentum盘中大涨5.80%
异动解读 · 03-18
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
投资观察 · 03-18
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%
异动解读 · 03-17
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
智通财经 · 03-17
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 · 03-16
异动 | 光通信概念股冲高，COHERENT、Lumentum涨超7%
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”
智通财经 · 03-13
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”
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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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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://www.laohu8.com/m/news/2620218073?lang=zh_cn&edition=full","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 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“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://www.laohu8.com/m/news/2620260886?lang=zh_cn&edition=full","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","SNDK","AMZN"],"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://www.laohu8.com/m/news/1179748382?lang=zh_cn&edition=full","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":["GLW","COHR","LITE","AAOI"],"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://www.laohu8.com/m/news/2620425255?lang=zh_cn&edition=full","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":"fut","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":["LU0106261612.USD","LU0289739343.SGD","LU0289961442.SGD","LU0240878834.USD","LU1861215975.USD","LU2290526834.HKD","LU0205193047.USD","LITE","LU1861220033.SGD","LU0205194284.USD","BK4020","LU2360107168.USD","BK4588","BK4585","LU0012050646.USD","LU0240877869.USD","LU0511384066.AUD"],"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://www.laohu8.com/m/news/1143193620?lang=zh_cn&edition=full","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://www.laohu8.com/m/news/1174704785?lang=zh_cn&edition=full","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":"us","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":["LU1430594728.SGD","IE00B7SZLL34.SGD","LU0127658192.USD","LU1803068979.SGD","BK4512","GIS","LU1323610961.USD","LU0154236417.USD","BK4566","UN","LU0081259029.USD","LULG","BK4585","BK4532","ULVR.UK","BK4527","LU1316542783.SGD","BK4183","LU1989763690.USD","LU0205193047.USD","LU2272731600.USD","SGXZ51526630.SGD","LU2272731782.SGD","BK4212","LU2322448791.USD","LU0240878834.USD","IE00B19Z3B42.SGD","IE0002270589.USD","UL","IE00B19Z4B17.USD","LU2473716301.USD","LU0240877869.USD","LU0082616367.USD","BK4592","BK4575","LITE","GB00BDT5M118.USD","LU2360106780.USD","LU0106261612.USD","IE0031619046.USD","LU0124676726.USD","BK4141","LU1852331112.SGD","LU1366333091.USD","LU0792757196.USD","MU","LU0012050646.USD","MSLOY","IE0009356076.USD","LU2250418816.HKD","MUU","BK4543","LU0889566641.SGD","BK4588","LULU","LU0511384066.AUD","LU1989763427.SGD","LU2458330243.SGD","MUD","BK4020","LU0823411888.USD","LU1861220033.SGD","COHR","COHX","LITX","IE00B5949003.HKD","LU2054465674.USD","MULL","LU2089985449.USD","LU2290526834.HKD","BK4202","LU0205194284.USD","LU2272731865.HKD","LU0642271901.SGD","LU0289739343.SGD","LU2458330169.SGD","LU1992135472.HKD","LU0157215616.USD","LU0203345920.USD","BK4157","LU2211815571.USD","LU0289961442.SGD","LU0689626769.HKD","LU2322448957.HKD","LU0889565833.HKD","IE00B7SZL793.SGD","IE00B19Z3581.USD","LU0056508442.USD","LU2931357623.SGD","LU2286300806.USD","LU1267930813.SGD","LU1992135399.USD","BK4554","BK4533","IE00B66KJ199.SGD","BK4605","BK4553","LU0109392836.USD","LU0203347892.USD","BK4148","SGXZ99366536.SGD","BK4579","LU2360107168.USD","LU1861215975.USD","BK4504","LU2048586759.USD","LU1496350502.SGD","LU0274383776.USD","LU1585245621.USD","LU0719512351.SGD","SGXZ81514606.USD"],"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://www.laohu8.com/m/news/1104907236?lang=zh_cn&edition=full","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":"hk","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://www.laohu8.com/m/news/2620402527?lang=zh_cn&edition=full","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":"us","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":["GLW","BK4588","LU2211815571.USD","BK4551","LU0757428866.USD","BK4587","LU1815336091.USD","BK4007","LU2125909759.SGD","BK4022","CSCO","IE0034390439.USD","BK4528","LU2125909916.SGD","LU2065732104.USD","LU0053671581.USD","BK4023","LU0728928796.USD","ANET","LU0566484027.USD","LU1923622291.USD","LITE","BK4585","MRVL","BK4161","BK4232","BK4543","LU1559883803.SGD","IE00B19Z6F94.USD","BK4143"],"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://www.laohu8.com/m/news/1120985601?lang=zh_cn&edition=full","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":"us","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://www.laohu8.com/m/news/1121905465?lang=zh_cn&edition=full","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":["LU2381873111.SGD","LU0354030438.USD","LU1400636657.SGD","LU1815336760.USD","LU0097036916.USD","LU0320765059.SGD","LU1935043536.SGD","LU2357305700.SGD","LU0289961442.SGD","IE00BQXX3D17.EUR","IE00BJTD4V19.USD","SG9999015358.SGD","IE00BKPKM429.USD","LU0957808578.USD","ANV","LU1645745479.HKD","LU0689626769.HKD","LU0056508442.USD","LU0127658192.USD","LU2456880835.USD","LU1989764748.USD","NVDG","LU2361044949.HKD","IE0031619046.USD","LU0265550359.USD","LU1066051498.USD","LU0868494708.USD","LU2361045086.USD","LU1814569148.SGD","LU0081259029.USD","IE00B5949003.HKD","LU1244550494.USD","LU0289739343.SGD","LU1202635105.USD","LU0203202063.USD","LU1791710582.SGD","LU1066051225.USD","LU0234570918.USD","LU2168564222.USD","LU2420271590.USD","GB00BDT5M118.USD","BK4598","SG9999014880.SGD","LU2242650005.HKD","LU1989764664.SGD","IE00BMPRXN33.USD","LU2272731600.USD","LU0256863902.USD","LU2552382058.USD","LU2168564149.EUR","LU1691799644.USD","LU0187121727.USD","LU0124676726.USD","LU0882574139.USD","LU0390134368.USD","LU1923623000.USD","LU2023251221.USD","LU1791710400.SGD","NVDX","HK0000306701.USD","LU1069344957.HKD","LU0310800379.SGD","LU2506951792.HKD","LU1244550221.USD","LU0175139822.USD","NVDS","LU2242649171.HKD","LU0719512351.SGD","LU2746668974.SGD","SG9999015945.SGD","IE00B3S45H60.SGD","LU2168564065.EUR","LU0672654240.SGD","LU0942090050.USD","IE0004086264.USD","LU0205193047.USD","LU0557290698.USD","NVD3.UK","IE0003U64NQ7.SGD","BK4605","LITE","LU1127390331.HKD","LU2168564495.EUR","LU0205194284.USD","LU1280957306.USD","LU2491050071.SGD","LU1145028129.USD","LU1261432733.SGD","LU0072462426.USD","LU2125154778.USD","LU1778281490.HKD","LU2089985449.USD","LU1242518857.USD","BK4608","LU0061474960.USD","IE00BMPRXQ63.HKD","LU2213496289.HKD","LU0106261372.USD","LU0965509283.SGD","SG9999002232.USD","NVIW.SI","LU2211815571.USD","IE00B7KXQ091.USD","LU1720051017.SGD","BK4612","LU1868837136.USD","LU2756315664.SGD","LU1064131342.USD","LU2473716301.USD","LU0965509010.AUD","LU1804176565.USD","LU2452424414.USD","LU2087621335.USD","LU2750360997.AUD","LU0106261612.USD","LU2087625088.SGD","LU0861579265.USD","LU0215105999.USD","SG9999014914.USD","LU0316494557.USD","LU0345769128.USD","IE00BKDWB100.SGD","BK4535","LU1551013342.USD","LU1323610961.USD","LU2360106780.USD","SG9999018865.SGD","LU2023250330.USD","DIPS","LU0347712357.USD","IE000YTNTUN2.SGD","LU2125909593.SGD","LU2471134879.HKD","IE0034235188.USD","LU2191332357.HKD","LU0029864427.USD","LU2756315318.SGD","LU1429558221.USD","NVDW","LU0210533765.USD","LU0417517546.SGD","LU2433249047.HKD","LU1951198990.SGD","LU0057025933.USD","LU1400636491.USD","SNVD.UK","LU0128525929.USD","IE0001KFT4U8.USD","LU0061474705.USD","LU2471134523.USD","LU0708994859.HKD","LU2125909916.SGD","LU1232071149.USD","LU0889565833.HKD","NVDD","LU0823414551.USD","BK4587","LU0203201768.USD","LU1721428933.USD","LU0053666078.USD","BK4533","LU2097344357.USD","IE00BJLML261.HKD","NVDU","IE000ITXATA3.USD","LU1988902786.USD","LU1316542783.SGD","LU2125154935.USD","LU2089284900.SGD","LU1066051811.HKD","LU1821325948.USD","COHX","LU2505996681.GBP","IE00BZ1G4Q59.USD","LU0345768740.USD","LU1914381329.SGD","LU0211327993.USD","LU0210528500.USD","LU1642822529.SGD","LU2294711713.HKD","IE00B19Z4B17.USD","BK4148","LU1989772840.SGD","IE00B66KJ199.SGD","LU0198837287.USD","LU1153585028.USD","LU2491049909.HKD","IE00BQXX3F31.USD","LU1119994496.HKD","LU0323591593.USD","LU2462157665.USD","BK4503","SG9999014898.SGD","LU2322448957.HKD","IE0034235295.USD","LU0985320562.USD","LU2023250504.SGD","HK0000320264.USD","LU2602419157.SGD","LU0267386448.USD","LU0444971666.USD","SG9999018857.SGD","IE00BYXW3230.USD","LU0048584097.USD","LU0225283273.USD","LU1496350171.SGD","LU1983260115.SGD","NVII","LU0109392836.USD","LU0077335932.USD","LU0107464264.USD","LU0823421333.USD","IE0034235303.USD","LU0979878070.USD","LU2471134952.CNY","LU0011850046.USD","LU1861220033.SGD","LU1917777945.USD","LU2458330169.SGD","BK4141","IE00BWXC8680.SGD","LU1629891620.HKD","LU2264538146.SGD","LU0154236417.USD","LU0787776722.HKD","IE00BZ199S13.USD","LU2403377893.USD","LU1037948897.HKD","LU0820561818.USD","LU0345770993.USD","HK0000914660.USD","LU0289960550.SGD","LU0957791311.USD","LU0265550946.USD","BK4529","LU1712237335.SG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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://www.laohu8.com/m/news/1191730087?lang=zh_cn&edition=full","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://www.laohu8.com/m/news/2620420334?lang=zh_cn&edition=full","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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