异动解读 | 数据中心需求强劲且产能紧张，Lumentum Holdings盘中大涨12%

异动解读04-29

Lumentum Holdings Inc. (LITE) 今日盘中大涨12.00%，引起了市场的广泛关注。

消息面上，光通信板块整体表现强劲。同行业公司安费诺(Amphenol)盘前公布了超预期的季度收益，提振了板块情绪。更重要的是，山西证券日前发布研究报告指出，Lumentum来自美国超大规模数据中心客户的光器件需求正在加速，并且订单已经排满至2028年，公司的INP晶圆厂产能依然紧张，全部用于满足激增的客户需求。

机构分析认为，随着市场对中东局势震荡逐渐脱敏，光通信成为这一轮AI投资爆发中受益确定性最高、切远期空间宏大的赛道，可能表现出显著超出大盘的超额受益。这解释了Lumentum股价今日大幅上扬的主要原因。

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