Schwab Network 对 $LITE 的判断变化

频道资料 →本频道有 13 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、Bird (analyst firm)、CEO、Citizens、JP Morgan Chase、Jefferies、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 1 条
2026-09-28看涨
《Options Corner: LITE Surges 150% in 2026 on AI Demand》
Lumentum 表现强劲,一年内上涨约 480%,受 AI 需求推动,但当前处于上升趋势中的短期回调。

无论从哪个角度看这张图,结论都一样。我认为这只股票已经跑赢了大盘。完全同意,而且这是从你上次访谈延续下来的一个很好的起点。如你所知,这类股票正是他们在后端技术层面构建AI系统所需要的。

Well, it doesn't matter from which angle you look at this graph. I believe this stock has outperformed. Absolutely, and it's a great starting point from your last interview. As you know, this is the kind of stock they need to build AI systems on the back-end technical side.

光子学、光纤——这些对于这里所有数据中心所需的高速、低延迟通信来说都是必不可少的。卓越而爆发式的表现。Lumentum的股价在过去一年上涨了约480%,

Photonics, optical fibers – these things are essential for the high-speed, low-latency communications that all data centers here need. Superior and explosive performance. Lumentum's stock rose by approximately 480% over the past year,