[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioad3e8588":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioad3e8588","Lumentum(LITE)绩后股价涨超-华尔街分析师建议“继续站在光里”","\u002Fdoc\u002Fdcioad3e8588","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\n\u003Cp>\u003Cspan>美股投资网获悉，光通信巨头Lumentum(LITE)周三股价大涨14%，此前该公司公布了好于预期的2026财年第四财季业绩及指引，并获得了分析师的普遍积极反响。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>摩根士丹利将Lumentum目标价从900美元上调至1000美元，同时维持“持股观望”评级。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Meta Marshall领导的分析师团队表示，Lumentum第四财季表现基本符合预期，毛利率触及投资者预期的高端。随着产品定价与组合优化以及新业务逐步放量，未来展望持续向好。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Marshall表示，Lumentum的下一个关键催化剂在于更正式的合同落地以及近封装光学(NPO)业务的规模与利润率前景更加明朗。公司管理层透露，相关正式公告可能还需等待数个季度，因此财报公布后盘后市场反应较为平淡。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Marshall团队补充称“短期内我们偏向乐观，因为下行空间有限，尤其是在美国联邦通信委员会(FCC)可能出台新规的背景下。但明确的股价催化剂可能要等到今年秋季乃至明年的OFC(光通信会议)前后，届时NPO新订单情况将更加清晰。“\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Needham则维持对Lumentum的“买入”评级，目标价1040美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析师Ryan Koontz团队表示“Lumentum在第四财季实现了强劲的业绩，营收与每股收益分别较市场共识高出2%和0.26美元，而下一财季指引也比预期高出8%和0.51美元，反映出AI资本开支结构持续向光通信领域倾斜。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Koontz表示“我们预计，随着公司拓展价值数十亿美元的光电路交换(OCS)和共封装\u002F近封装光学(CPO\u002FNPO)激光器新市场，Lumentum将继续保持在AI基础设施所需高性能光器件领域的主导地位。我们大幅上调了2027财年的盈利预期，并首次给出2028财年每股收益约35美元的预估。Lumentum连续19个月蝉联我们的首选股。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>财报显示，Lumentum第四财季营收同比增长109.3%至10.06亿美元，好于分析师平均预期的9.90亿美元。调整后净利润为3.26亿美元，同比增长415%;调整后每股收益为3.23美元，好于分析师平均预期的2.97美元;调整后毛利率为50.4%，同比提升1260个基点，好于分析师平均预期的48.8%;调整后营业利润率为36.6%，同比提升2160个基点。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>随着AI集群对高速光互连需求爆发，Lumentum成为本轮AI硬件行情中的关键受益者之一。该公司今年以来股价已经上涨153%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Tipranks数据显示，总体而言，华尔街分析师仍看好Lumentum，共识评级为“强力买入”，平均目标价为1099.38美元，较最新收盘价高出18%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FL\u002FLI\u002FLI.jpg","2026-08-13T23:29:12","2026.08.13","2026\u002F08\u002F13",39574,[22],"LI","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]