faysl
05-06
还能上车吧，芯片投入太多，垂直领域下面的其他投入没有跟上，都有涨的空间，财报出来也不错，应该会起来吧
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？】
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HilaryWilde
05-06
HilaryWilde
财报确实不错，应该稳了
什么也没有了～
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