基建股的好处，是行业_老虎社区_美港股上老虎

基建股的好处，是行业需求必须上。和应用股不一样，业绩很难想象。基建先行，有的继续持有，不用担心

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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