$Lumentum _老虎社区_美港股上老虎

$Lumentum Holdings Inc.(LITE)$一旦美股开始不信了，就千万别信了，到时候凡是和科技沾边的，跌到多低都不要买，美股情绪里面最凶的是sandisk，光里面是lite，这类票，一年以前还是路边一条，现在直接起飞，这波动随便回踩一下就会干爆非常多的多头

LITE指引超预期！绩后回调，还能上车吗？

5月5日美股盘后，Lumentum发布2026财年第三季度业绩，营收同比翻近一番，利润率大幅扩张，四季度指引亦全面超越市场预期，但营收略低于分析师共识预期，叠加股价年内已大幅飙升，盘后触发获利回吐。【大家看好光模块“抄底机会”吗？现在你的操作策略是？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

帅帅的爸爸
05-08
帅帅的爸爸
业绩大超预期股价却扑街，明摆着就是借利好出货
- 大妮儿:
  正常调整
亿千
05-08
亿千
…你是真的看不懂科技～
阿肉
05-07
阿肉
你倒是卖空呀

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":561199190602600,"tweetId":"561199190602600","gmtCreate":1778044297827,"gmtModify":1778044300338,"author":{"id":9000000000000218,"idStr":"9000000000000218","authorId":9000000000000218,"authorIdStr":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":73,"starInvestorFlag":false},"themes":[{"themeId":"29fb15e9f54f45f980545c523e191b7b","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"LITE指引超预期！绩后回调，还能上车吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":29fb15e9f54f45f980545c523e191b7b}&rnconfig={\"headerBarHidden\": true}","description":"5月5日美股盘后，Lumentum发布2026财年第三季度业绩，营收同比翻近一番，利润率大幅扩张，四季度指引亦全面超越市场预期，但营收略低于分析师共识预期，叠加股价年内已大幅飙升，盘后触发获利回吐。【大家看好光模块“抄底机会”吗？现在你的操作策略是？】","image":"https://static.tigerbbs.com/3ea3c1f13bb50f0c044b1363d2613c34"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a data-mention-id=\"LITE\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Lumentum Holdings Inc.\" target=\"_blank\" href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$</a>一旦美股开始不信了，就千万别信了，到时候凡是和科技沾边的，跌到多低都不要买，美股情绪里面最凶的是sandisk，光里面是lite，这类票，一年以前还是路边一条，现在直接起飞，这波动随便回踩一下就会干爆非常多的多头</body></html>","htmlText":"<html><head></head><body><a data-mention-id=\"LITE\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Lumentum Holdings Inc.\" target=\"_blank\" href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$</a>一旦美股开始不信了，就千万别信了，到时候凡是和科技沾边的，跌到多低都不要买，美股情绪里面最凶的是sandisk，光里面是lite，这类票，一年以前还是路边一条，现在直接起飞，这波动随便回踩一下就会干爆非常多的多头</body></html>","text":"$Lumentum Holdings Inc.(LITE)$一旦美股开始不信了，就千万别信了，到时候凡是和科技沾边的，跌到多低都不要买，美股情绪里面最凶的是sandisk，光里面是lite，这类票，一年以前还是路边一条，现在直接起飞，这波动随便回踩一下就会干爆非常多的多头","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/561199190602600","repostId":0,"isVote":1,"tweetType":1,"viewCount":5486,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["LITE"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":220,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":561724518209320,"commentId":"561724518209320","gmtCreate":1778171545659,"gmtModify":1778173736760,"authorId":3561899791972822,"author":{"id":3561899791972822,"idStr":"3561899791972822","authorId":3561899791972822,"name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":561199190602600,"objectIdStr":"561199190602600","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"业绩大超预期股价却扑街，明摆着就是借利好出货","text":"业绩大超预期股价却扑街，明摆着就是借利好出货","html":"业绩大超预期股价却扑街，明摆着就是借利好出货","likeSize":0,"commentSize":1,"subComments":[{"id":562041654593472,"commentId":"562041654593472","gmtCreate":1778248978860,"gmtModify":1778248982896,"authorId":3536855912478993,"author":{"id":3536855912478993,"idStr":"3536855912478993","authorId":3536855912478993,"name":"大妮儿","avatar":"https://static.tigerbbs.com/00bb12446f72a8662bfcea127b163f10","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.03","exceedPercentage":"93.50%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":561199190602600,"objectIdStr":"561199190602600","type":1,"supId":561724518209320,"supIdStr":"561724518209320","prevId":0,"prevIdStr":"0","content":"正常调整","text":"正常调整","html":"正常调整","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":561725011936224,"commentId":"561725011936224","gmtCreate":1778171595857,"gmtModify":1778171599872,"authorId":3566290818801808,"author":{"id":3566290818801808,"idStr":"3566290818801808","authorId":3566290818801808,"name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":561199190602600,"objectIdStr":"561199190602600","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"…你是真的看不懂科技～","text":"…你是真的看不懂科技～","html":"…你是真的看不懂科技～","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":561635082216376,"commentId":"561635082216376","gmtCreate":1778149639512,"gmtModify":1778149645685,"authorId":3575261823915715,"author":{"id":3575261823915715,"idStr":"3575261823915715","authorId":3575261823915715,"name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":561199190602600,"objectIdStr":"561199190602600","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你倒是卖空呀","text":"你倒是卖空呀","html":"你倒是卖空呀","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/561199190602600"}