港姐黃色妖姬的个人主页 - 老虎社区

港姐黃色妖姬

港姐黃色妖姬

暂无个人介绍

IP属地：河南

0关注

0粉丝

0主题

0勋章

港姐黃色妖姬

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

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4243659180492242","uuid":"4243659180492242","gmtCreate":1780555159394,"gmtModify":1780623702794,"name":"港姐黃色妖姬","pinyin":"gj黃syjgangjie黃seyaoji","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":0,"tweetSize":1,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"河南","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":616602710401216,"gmtCreate":1791545309791,"gmtModify":1791545893387,"author":{"id":"4243659180492242","authorId":"4243659180492242","name":"港姐黃色妖姬","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243659180492242","idStr":"4243659180492242"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616602710401216","repostId":"1118093983","repostType":2,"repost":{"id":"1118093983","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1791545201,"share":"https://www.laohunote.com/m/news/1118093983?lang=zh_CN&edition=full","pubTime":"2026-10-09 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。&#34;我们完全售罄，看不到尽头，&#34;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 type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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。&#34;我们完全售罄，看不到尽头，&#34;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 ETF","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","BK4145":"电子制造服务","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","COHR":"Coherent","CRD":"Corgi CRDO 2x Daily ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","IE0009354923.USD":"JANUS HENDERSON US VENTURE \"A2\" (USD) ACC","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4585":"ETF&股票定投概念","BK4157":"电子设备和仪器","FN":"Fabrinet","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","CRDU":"Tradr 2X Long CRDO Daily ETF","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","COHC":"Corgi COHR 2x Daily ETF","COHH":"Leverage Shares 2X Long COHR Daily ETF","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","SPRX":"Spear Alpha ETF","COHQ":"Tradr 2X Short COHR Daily ETF","BK4588":"碎股","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","COHX":"Tradr 2X Long COHR Daily ETF","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LAZR":"Tema Photonics & Optical ETF","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","XTL":"SPDR标普电信ETF基金","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","XITK":"SPDR FactSet Innovative Technology ETF","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LUMA":"KraneShares Photonic and Optical ETF","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","SIXG":"DEFIANCE CONNECTIVE TECHNOLOGIES ETF","GLWG":"Leverage Shares 2X Long GLW Daily ETF","LU0205194284.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD) INC AV","FOTO":"TUTTLE CAPITAL PURE PLAY PHOTONICS ETF","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","AAOI":"Applied Optoelectronics Inc.","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","AAOG":"Leverage Shares 2X Long AAOI Daily ETF","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV","AAOX":"Tradr 2x Long Aaoi Daily Etf","LITC":"Corgi LITE 2x Daily ETF","LU0823414478.USD":"法巴经典能源转换基金","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","AAOZ":"Tradr 2X Short AAOI Daily ETF","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","LITG":"Leverage Shares 2X Long LITE Daily ETF","LYTE":"Photonics & Optics ETF","LU0012050646.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" (USD) INC AV","GLW":"康宁","FFTY":"Innovator IBD 50 ETF","LITU":"T-REX 2X Long LITE Daily Target ETF","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","CIEG":"Leverage Shares 2X Long CIEN Daily ETF","LITX":"Tradr 2X Long LITE Daily ETF","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LITE":"Lumentum Holdings Inc.","CIEN":"Ciena科技","LU0205193047.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD)  ACC","LITZ":"Tradr 2X Short LITE Daily ETF","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","CIEX":"Tradr 2X Long CIEN Daily ETF","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","BK4148":"电子元件","RULE":"Adaptive Core ETF","BK4512":"苹果概念","BK4020":"通信设备","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","BK4141":"半导体产品","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) 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":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":616602710401216,"gmtCreate":1791545309791,"gmtModify":1791545893387,"author":{"id":"4243659180492242","authorId":"4243659180492242","name":"港姐黃色妖姬","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243659180492242","idStr":"4243659180492242"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616602710401216","repostId":"1118093983","repostType":2,"repost":{"id":"1118093983","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1791545201,"share":"https://www.laohunote.com/m/news/1118093983?lang=zh_CN&edition=full","pubTime":"2026-10-09 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。&#34;我们完全售罄，看不到尽头，&#34;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 type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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。&#34;我们完全售罄，看不到尽头，&#34;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 ETF","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","BK4145":"电子制造服务","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","COHR":"Coherent","CRD":"Corgi CRDO 2x Daily ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","IE0009354923.USD":"JANUS HENDERSON US VENTURE \"A2\" (USD) ACC","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4585":"ETF&股票定投概念","BK4157":"电子设备和仪器","FN":"Fabrinet","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","CRDU":"Tradr 2X Long CRDO Daily ETF","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","COHC":"Corgi COHR 2x Daily ETF","COHH":"Leverage Shares 2X Long COHR Daily ETF","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","SPRX":"Spear Alpha ETF","COHQ":"Tradr 2X Short COHR Daily ETF","BK4588":"碎股","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","COHX":"Tradr 2X Long COHR Daily ETF","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LAZR":"Tema Photonics & Optical ETF","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","XTL":"SPDR标普电信ETF基金","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","XITK":"SPDR FactSet Innovative Technology ETF","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LUMA":"KraneShares Photonic and Optical ETF","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","SIXG":"DEFIANCE CONNECTIVE TECHNOLOGIES ETF","GLWG":"Leverage Shares 2X Long GLW Daily ETF","LU0205194284.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD) INC AV","FOTO":"TUTTLE CAPITAL PURE PLAY PHOTONICS ETF","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","AAOI":"Applied Optoelectronics Inc.","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","AAOG":"Leverage Shares 2X Long AAOI Daily ETF","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV","AAOX":"Tradr 2x Long Aaoi Daily Etf","LITC":"Corgi LITE 2x Daily ETF","LU0823414478.USD":"法巴经典能源转换基金","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","AAOZ":"Tradr 2X Short AAOI Daily ETF","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","LITG":"Leverage Shares 2X Long LITE Daily ETF","LYTE":"Photonics & Optics ETF","LU0012050646.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" (USD) INC AV","GLW":"康宁","FFTY":"Innovator IBD 50 ETF","LITU":"T-REX 2X Long LITE Daily Target ETF","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","CIEG":"Leverage Shares 2X Long CIEN Daily ETF","LITX":"Tradr 2X Long LITE Daily ETF","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LITE":"Lumentum Holdings Inc.","CIEN":"Ciena科技","LU0205193047.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD)  ACC","LITZ":"Tradr 2X Short LITE Daily ETF","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","CIEX":"Tradr 2X Long CIEN Daily ETF","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","BK4148":"电子元件","RULE":"Adaptive Core ETF","BK4512":"苹果概念","BK4020":"通信设备","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","BK4141":"半导体产品","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) 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":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}