异动解读｜Lumentum Holdings盘中上涨4.24%，多家投行密集看多叠加光器件供应短缺逻辑持续强化

行情直击07-23

7月23日，Lumentum Holdings盘中上涨4.24%，报866.08美元/股，成交额3.44亿美元。

消息面上，近期多家投行密集发布看多信号。巴克莱将Lumentum评级从"平配"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。此前摩根大通亦上调目标价至1165美元，花旗银行将其列入90天"上行催化因素观察"名单。该股自5月高点回调逾30%后，叠加台积电确认AI芯片需求强劲、瑞银看好EML及泵浦激光器需求前景，超跌修复动能持续释放。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。

（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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