有什么好怕的，今天盘_老虎社区_美港股上老虎

有什么好怕的，今天盘后大跌有筹码捡，可能被庄家收走了。你丢我捡在玩弄出货，格局太小就会像App稳定币一样，大家都跑了庄家自己玩 $Lumentum Holdings Inc.(LITE)$

光通信周三集体反弹。Lumentum收涨9.59%报919.40美元,领涨标普500,Marvell收涨3.61%报229.71美元,同一天AXT涨11.44%,Semtech涨11.03%,Coherent涨约6%。翻了一圈,没有一条属于Lumentum自己的消息:没有财报,没有指引,没有订单,也没有评级调整。市场把这轮涨归到两件事上,一是这批票前面跌得太深,周三是超跌之后的回补;二是共封装光学的热度,AXT当天就是被点名成这个方向的赢家。对照着看更清楚,周一重挫14%的康宁这天没跟上。多头的抓手是AI要搬的数据早晚得落到光这一层,产能是真紧的;空头的抓手是没有公司层面的消息撑着,涨得快的退得也快。这轮光通信的涨,有多少是真需求?

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