异动解读 | 业绩与指引双双超预期，Lumentum夜盘大涨5.25%

异动解读02-05

光通信巨头Lumentum Holdings Inc. (LITE) 在今日夜盘交易中股价大幅上涨5.25%，表现强劲。

消息面上，公司发布的2026财年第二季度业绩表现亮眼，营收达到6.65亿美元，同比大幅增长65%，且调整后每股收益为1.67美元，均显著超出市场预期。更为重要的是，公司对第三财季的前瞻指引也远超分析师共识，预计营收将介于7.8亿至8.3亿美元之间，调整后每股收益指引区间为2.15至2.35美元，预示着营收同比增长将超过85%。

此外，公司在面向人工智能(AI)数据中心的关键增长领域取得实质性进展。其光路开关(OCS)业务的积压订单已超过4亿美元，且共封装光器件(CPO)业务新增了一份价值数亿美元的订单。这些进展凸显了公司在AI算力基础设施领域的领先地位和强劲需求，是推动股价上涨的核心动力。

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