[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio2a3ae271":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"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,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio2a3ae271","Lumentum(LITE)产品供需缺口连续增加-多家机构看好AI光通信需求驱动增加","\u002Fdoc\u002Fdcio2a3ae271","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，光通信与光子技术公司Lumentum(LITE)表示，公司产品需求仍持续超过供应能力，多家华尔街机构随后发布乐观看法，认为AI基础设施建设正推动行业进入新一轮高景气周期。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Needham分析师Ryan Koontz与Jeffrey Hopson指出，公司正通过聚焦资本开支，加速磷化铟晶圆厂及光模块产能扩张，并获得客户长期采购协议支持。分析师认为，规模达数十亿美元的光路交换系统以及共封装光学激光器订单积压，有望从目前接近零的贡献水平，在2026年下半年开始显著推动收入增长。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Needham维持对Lumentum的“买入”评级，并给予1040美元目标价，同时继续将其列为“首选标的”。该机构指出，Lumentum已连续16个月维持这一地位，公司在AI、云计算及下一代通信网络所需的光通信与光子技术领域具备重要优势。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在业绩公布后，Needham上调了对公司的盈利预测。该机构预计，Lumentum 2026财年营收将达到29.9亿美元，高于此前预测的29.2亿美元；2027财年营收则由50亿美元上调至55亿美元。同时，2026财年每股收益预期由7.97美元升至8.38美元，2027财年则由16.47美元升至17.68美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">摩根士丹利分析师表示，Lumentum在电吸收调制激光器(EML)及泵浦激光器领域的领先地位，使公司能够在供应极度紧张背景下持续提升价格并扩大盈利能力。分析师指出，目前市场对产品需求仍持续增长，短期内公司的定价能力预计不会明显减弱，而光路交换及共封装光学等新产品的大规模放量尚未真正开始，未来仍存在进一步增长空间。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">摩根士丹利因此将Lumentum目标价由710美元上调至900美元，同时维持“持股观望”评级。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">广发证券则指出，公司管理层强调供需失衡仍在扩大，目前供应能力仍较需求低约30%，即便公司计划同比提升约50%的产能，市场仍然供不应求。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">该行分析师认为，包括EML、泵浦激光器及窄线宽激光器在内的关键产品基本处于“售罄”状态，其中泵浦激光器甚至已成为比EML更严重的瓶颈。虽然公司正通过长期供货协议及新增晶圆厂投资扩充产能，但需求增长速度依然快于供应扩张，因此公司仍需对客户进行配货分配。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">广发证券维持对Lumentum的“买入”评级，并给予1168美元目标价。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">受AI数据中心建设热潮推动，光通信产业链近期持续受到市场关注。Lumentum竞争对手Coherent(COHR)周三盘初上涨约1%，而Fabrinet(FN)上涨约2%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan 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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 StockWe.com 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，每天处理千万级股票数据：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，精准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":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"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","编辑","编辑视频","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"]