异动解读 | 多家投行密集唱多叠加光器件供应短缺，Lumentum盘中大涨5.07%

异动解读07-23

Lumentum Holdings Inc.(LITE)今日盘中大涨5.07%，引发市场广泛关注。该股自5月高点回调逾30%后，超跌修复动能持续释放，多重利好因素共振推动股价强势反弹。

消息面上，巴克莱银行将Lumentum评级从"平配"大幅上调至"超配"，重申1000美元目标价，指出公司在光网络核心激光器组件领域具备主导地位，供应链短缺短期难以缓解，赋予公司较强定价权，有效支撑产品售价及利润率增长。摩根大通此前亦将目标价从1130美元上调至1165美元，维持跑赢大盘评级；花旗银行将其列入90天"上行催化因素观察"名单。

此外，费城半导体指数近期大涨，台积电确认AI芯片需求强劲，瑞银看好EML及泵浦激光器需求前景，持续提振光通信产业链情绪。公司下次财报预计每股收益2.62美元，市场对业绩预期仍偏乐观。

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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