异动解读｜Lumentum Holdings盘中下跌3.22%，绩后大涨次日遭美银下调目标价叠加获利回吐

行情直击08-14

8月13日，Lumentum Holdings盘中下跌3.22%，报902.065美元/股，成交额29.63亿美元。

消息面上，公司前一交易日因Q4业绩与Q1指引双双大超预期而大涨逾14%后，美银将其目标价从1100美元下调至1000美元，维持"中性"评级，引发获利回吐压力。此外，摩根士丹利指出，在近封装光学（NPO）可见度明确之前，投资者反应趋于谨慎，NPO被视为下一个重要催化剂，但公司本季度未提供相关细节，正式公告预计要到后续季度才会披露。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

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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