$Lumentum _老虎社区_美港股上老虎

$Lumentum Holdings Inc.(LITE)$lite今年大概10到12亿美元的净利润，市值700亿美元，估值60PE左右，增长300%左右，不能算贵。

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？】

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