异动解读 | 即将纳入纳斯达克100指数及AI前景提振，Lumentum盘前大涨5.07%

异动解读05-13

Lumentum Holdings Inc.（股票代码：LITE）今日盘前股价大幅上涨5.07%，成为市场关注的焦点。

消息面上，纳斯达克官网此前公告，Lumentum将于5月18日被正式纳入纳斯达克100指数，取代CoStar Group。指数纳入通常意味着大量跟踪该指数的被动型基金将进行配置，从而带来显著的增量资金流入预期，这是推动股价上行的重要因素。同时，该公司作为AI数据中心光互联领域的核心标的，受益于谷歌TPU及英伟达GPU两大AI算力产业链的发展，其向AI方向的转型前景也被市场看好，纳指100的纳入被视为其基本面的重要正面催化剂。

此外，该股在近期随光通信板块出现回调后，此次上涨也部分被市场解读为技术性的超跌反弹。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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