异动解读 | Lumentum Holdings夜盘大涨5.02%，光芯片业务受益于太空算力需求及板块走强

异动解读06-15 12:51

Lumentum Holdings Inc. (LITE) 今日夜盘股价大涨5.02%，表现强劲。

消息面上，该股此前因可转债换股削减约6.504亿美元债务以及获得英伟达20亿美元投资光芯片协议的双重利好而大涨，经历连续回调后，短线卖压逐步释放。同时，通信设备板块今日集体走强，板块回暖情绪带动了该股的技术性修复。此外，Northland Securities此前将Lumentum目标价上调至1200美元并维持跑赢大盘评级，市场对其光芯片业务前景的乐观预期构成支撑。

更宏观的行业背景是，SpaceX计划在2027年底前实现每年1GW太空AI算力的部署，最终在2030年将算力规模推升至100GW。这一庞大的太空算力蓝图，明确提出了对星间激光通信的需求。行业分析指出，该功能的主要元件供应商为Coherent与Lumentum两大国际激光巨头。因此，Lumentum作为光通信关键组件供应商，正迎来实质性的订单预期与业务增量，进一步提振了市场信心。

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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(LITE) 今日夜盘股价大涨5.02%，表现强劲。</p><p>消息面上，该股此前因可转债换股削减约6.504亿美元债务以及获得英伟达20亿美元投资光芯片协议的双重利好而大涨，经历连续回调后，短线卖压逐步释放。同时，通信设备板块今日集体走强，板块回暖情绪带动了该股的技术性修复。此外，Northland Securities此前将Lumentum目标价上调至1200美元并维持跑赢大盘评级，市场对其光芯片业务前景的乐观预期构成支撑。</p><p>更宏观的行业背景是，SpaceX计划在2027年底前实现每年1GW太空AI算力的部署，最终在2030年将算力规模推升至100GW。这一庞大的太空算力蓝图，明确提出了对星间激光通信的需求。行业分析指出，该功能的主要元件供应商为Coherent与Lumentum两大国际激光巨头。因此，Lumentum作为光通信关键组件供应商，正迎来实质性的订单预期与业务增量，进一步提振了市场信心。</p>","source":"ai_movement_cn","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | Lumentum Holdings夜盘大涨5.02%，光芯片业务受益于太空算力需求及板块走强</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | Lumentum Holdings夜盘大涨5.02%，光芯片业务受益于太空算力需求及板块走强\n</h2>\n\n<h4 class=\"meta\">\n\n2026-06-15 12:51 北京时间&nbsp;&nbsp;&nbsp;<strong>异动解读</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lumentum Holdings Inc. 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