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Lumentum Holdings Inc. · TradingView
USD · Avatars mark influencer views: green ring positive, red negative, amber both
Opinions on non-trading days appear on the next trading session.
2026-10-06 – 2026-10-12
已經持有的朋友,可以結合估值趨勢和自己的風險承受能力,考慮是否要適能鎖定部分利潤。
像Lumentum这样的公司新建产能需要3至5年,超大规模云厂商已同意承担部分资本开支风险,简单概括就是好日子还在后头。
From our perspective, "Completely Sold Out, there's no end in sight". With hyperscaler demand visibility into 2030, 2031, the implications are enormous for laser suppliers adding capacity like Sumitomo Electric and $AAOI.