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10-09 19:28
说说你对这篇新闻的看法...
美股光通信概念股涨幅扩大，Lumentum光学组件订单排至2029年
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19:26","market":"us","language":"zh","title":"美股光通信概念股涨幅扩大，Lumentum光学组件订单排至2029年","url":"https://stock-news.laohu8.com/highlight/detail?id=1118093983","media":"老虎资讯综合","summary":"10月9日，美股光通信概念股涨幅扩大，$Lumentum(LITE)$、$Applied Optoelectronics(AAOI)$涨超6%，$Coherent(COHR)$涨超4%，$康宁(GLW)$、$Ciena科技(CIEN)$涨超3%，$Credo(CRDO)$、$Fabrinet(FN)$涨超2%。","content":"<html><head></head><body><p>10月9日，美股光通信概念股涨幅扩大，<a href=\"https://laohu8.com/S/LITE\">Lumentum</a>、<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>涨超6%，<a href=\"https://laohu8.com/S/COHR\">Coherent</a>涨超4%，<a href=\"https://laohu8.com/S/GLW\">康宁</a>、<a href=\"https://laohu8.com/S/CIEN\">Ciena科技</a>涨超3%，<a href=\"https://laohu8.com/S/CRDO\">Credo</a>、<a href=\"https://laohu8.com/S/FN\">Fabrinet</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/667c3f0a9f4cf4880e304958d18bdf8c\" title=\"\" tg-width=\"414\" tg-height=\"636\"/></p><p style=\"text-align: justify;\">英伟达投资的光学器件制造商Lumentum Holdings正面临巨大产能缺口——其CEO表示，公司产品已全面售罄至2029年初，旺盛的AI数据中心需求令其疲于追赶。</p><p style=\"text-align: justify;\">Lumentum首席执行官Michael Hurlston周五在东京接受彭博采访时透露，部分产品明年前约70%的需求无法满足，另一些产品至2028年仍有30%的需求缺口。仅半年前，他还表示公司产能预计将于2028年售罄——如今这一时间表已提前近一年。"我们完全售罄，看不到尽头，"Hurlston对彭博表示。</p><p style=\"text-align: justify;\">供应紧张局面对相关科技股及AI基础设施投资逻辑构成直接影响。分析师平均预计Lumentum今年销售额将超过翻倍。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股光通信概念股涨幅扩大，Lumentum光学组件订单排至2029年</title>\n<style 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href=\"https://laohu8.com/S/LITE\">Lumentum</a>、<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>涨超6%，<a href=\"https://laohu8.com/S/COHR\">Coherent</a>涨超4%，<a href=\"https://laohu8.com/S/GLW\">康宁</a>、<a href=\"https://laohu8.com/S/CIEN\">Ciena科技</a>涨超3%，<a href=\"https://laohu8.com/S/CRDO\">Credo</a>、<a href=\"https://laohu8.com/S/FN\">Fabrinet</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/667c3f0a9f4cf4880e304958d18bdf8c\" title=\"\" tg-width=\"414\" tg-height=\"636\"/></p><p style=\"text-align: justify;\">英伟达投资的光学器件制造商Lumentum Holdings正面临巨大产能缺口——其CEO表示，公司产品已全面售罄至2029年初，旺盛的AI数据中心需求令其疲于追赶。</p><p style=\"text-align: justify;\">Lumentum首席执行官Michael Hurlston周五在东京接受彭博采访时透露，部分产品明年前约70%的需求无法满足，另一些产品至2028年仍有30%的需求缺口。仅半年前，他还表示公司产能预计将于2028年售罄——如今这一时间表已提前近一年。"我们完全售罄，看不到尽头，"Hurlston对彭博表示。</p><p style=\"text-align: justify;\">供应紧张局面对相关科技股及AI基础设施投资逻辑构成直接影响。分析师平均预计Lumentum今年销售额将超过翻倍。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","CNAV":"Mohr Company Nav ETF","CRDO":"Credo Technology Group Holding Ltd","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4515":"5G概念","LU0106261612.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","FNG":"Leverage Shares 2X Long FN Daily 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ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118093983","content_text":"10月9日，美股光通信概念股涨幅扩大，Lumentum、Applied Optoelectronics涨超6%，Coherent涨超4%，康宁、Ciena科技涨超3%，Credo、Fabrinet涨超2%。英伟达投资的光学器件制造商Lumentum Holdings正面临巨大产能缺口——其CEO表示，公司产品已全面售罄至2029年初，旺盛的AI数据中心需求令其疲于追赶。Lumentum首席执行官Michael 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19:26","market":"us","language":"zh","title":"美股光通信概念股涨幅扩大，Lumentum光学组件订单排至2029年","url":"https://stock-news.laohu8.com/highlight/detail?id=1118093983","media":"老虎资讯综合","summary":"10月9日，美股光通信概念股涨幅扩大，$Lumentum(LITE)$、$Applied Optoelectronics(AAOI)$涨超6%，$Coherent(COHR)$涨超4%，$康宁(GLW)$、$Ciena科技(CIEN)$涨超3%，$Credo(CRDO)$、$Fabrinet(FN)$涨超2%。","content":"<html><head></head><body><p>10月9日，美股光通信概念股涨幅扩大，<a href=\"https://laohu8.com/S/LITE\">Lumentum</a>、<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>涨超6%，<a href=\"https://laohu8.com/S/COHR\">Coherent</a>涨超4%，<a href=\"https://laohu8.com/S/GLW\">康宁</a>、<a href=\"https://laohu8.com/S/CIEN\">Ciena科技</a>涨超3%，<a href=\"https://laohu8.com/S/CRDO\">Credo</a>、<a href=\"https://laohu8.com/S/FN\">Fabrinet</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/667c3f0a9f4cf4880e304958d18bdf8c\" title=\"\" tg-width=\"414\" tg-height=\"636\"/></p><p style=\"text-align: justify;\">英伟达投资的光学器件制造商Lumentum Holdings正面临巨大产能缺口——其CEO表示，公司产品已全面售罄至2029年初，旺盛的AI数据中心需求令其疲于追赶。</p><p style=\"text-align: justify;\">Lumentum首席执行官Michael Hurlston周五在东京接受彭博采访时透露，部分产品明年前约70%的需求无法满足，另一些产品至2028年仍有30%的需求缺口。仅半年前，他还表示公司产能预计将于2028年售罄——如今这一时间表已提前近一年。"我们完全售罄，看不到尽头，"Hurlston对彭博表示。</p><p style=\"text-align: justify;\">供应紧张局面对相关科技股及AI基础设施投资逻辑构成直接影响。分析师平均预计Lumentum今年销售额将超过翻倍。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股光通信概念股涨幅扩大，Lumentum光学组件订单排至2029年</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股光通信概念股涨幅扩大，Lumentum光学组件订单排至2029年\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-10-09 19:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月9日，美股光通信概念股涨幅扩大，<a href=\"https://laohu8.com/S/LITE\">Lumentum</a>、<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>涨超6%，<a href=\"https://laohu8.com/S/COHR\">Coherent</a>涨超4%，<a href=\"https://laohu8.com/S/GLW\">康宁</a>、<a href=\"https://laohu8.com/S/CIEN\">Ciena科技</a>涨超3%，<a href=\"https://laohu8.com/S/CRDO\">Credo</a>、<a href=\"https://laohu8.com/S/FN\">Fabrinet</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/667c3f0a9f4cf4880e304958d18bdf8c\" title=\"\" tg-width=\"414\" tg-height=\"636\"/></p><p style=\"text-align: justify;\">英伟达投资的光学器件制造商Lumentum Holdings正面临巨大产能缺口——其CEO表示，公司产品已全面售罄至2029年初，旺盛的AI数据中心需求令其疲于追赶。</p><p style=\"text-align: justify;\">Lumentum首席执行官Michael Hurlston周五在东京接受彭博采访时透露，部分产品明年前约70%的需求无法满足，另一些产品至2028年仍有30%的需求缺口。仅半年前，他还表示公司产能预计将于2028年售罄——如今这一时间表已提前近一年。"我们完全售罄，看不到尽头，"Hurlston对彭博表示。</p><p style=\"text-align: justify;\">供应紧张局面对相关科技股及AI基础设施投资逻辑构成直接影响。分析师平均预计Lumentum今年销售额将超过翻倍。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","CNAV":"Mohr Company Nav ETF","CRDO":"Credo Technology Group Holding Ltd","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4515":"5G概念","LU0106261612.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","FNG":"Leverage Shares 2X Long FN Daily 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ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118093983","content_text":"10月9日，美股光通信概念股涨幅扩大，Lumentum、Applied Optoelectronics涨超6%，Coherent涨超4%，康宁、Ciena科技涨超3%，Credo、Fabrinet涨超2%。英伟达投资的光学器件制造商Lumentum Holdings正面临巨大产能缺口——其CEO表示，公司产品已全面售罄至2029年初，旺盛的AI数据中心需求令其疲于追赶。Lumentum首席执行官Michael Hurlston周五在东京接受彭博采访时透露，部分产品明年前约70%的需求无法满足，另一些产品至2028年仍有30%的需求缺口。仅半年前，他还表示公司产能预计将于2028年售罄——如今这一时间表已提前近一年。\"我们完全售罄，看不到尽头，\"Hurlston对彭博表示。供应紧张局面对相关科技股及AI基础设施投资逻辑构成直接影响。分析师平均预计Lumentum今年销售额将超过翻倍。","news_type":1,"symbols_score_info":{"GLWG":0.6,"COHX":0.6,"LITG":0.6,"LYTE":1.5,"FN":1,"COHR":1,"LITE":1.5,"CRD":0.6,"LUMA":1.5,"FOTO":1.5,"AAOG":0.6,"CRDO":1,"AAOI":1,"FFTY":0.76,"AAOX":0.6,"RULE":0.6,"LITU":0.6,"LAZR":0.6,"LITC":0.6,"GLW":1,"SIXG":1.5,"AAOZ":0.6,"COHH":0.6,"FNG":0.6,"XITK":0.6,"CIEX":0.6,"CNAV":0.38,"EGGY":0.6,"COHQ":0.6,"XTL":0.6,"CIEG":0.6,"COHC":0.6,"LITX":0.6,"SPRX":0.6,"CIEN":1,"CRDU":0.6,"LITZ":0.6}},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
