$Lumentum _老虎社区_美港股上老虎

$Lumentum Holdings Inc.(LITE)$一旦美股开始不信了，就千万别信了，到时候凡是和科技沾边的，跌到多低都不要买，美股情绪里面最凶的是sandisk，光里面是lite，这类票，一年以前还是路边一条，现在直接起飞，这波动随便回踩一下就会干爆非常多的多头

光通信集体反弹,没有消息也能涨一天?

光通信周三集体反弹。Lumentum收涨9.59%报919.40美元,领涨标普500,Marvell收涨3.61%报229.71美元,同一天AXT涨11.44%,Semtech涨11.03%,Coherent涨约6%。翻了一圈,没有一条属于Lumentum自己的消息:没有财报,没有指引,没有订单,也没有评级调整。市场把这轮涨归到两件事上,一是这批票前面跌得太深,周三是超跌之后的回补;二是共封装光学的热度,AXT当天就是被点名成这个方向的赢家。对照着看更清楚,周一重挫14%的康宁这天没跟上。多头的抓手是AI要搬的数据早晚得落到光这一层,产能是真紧的;空头的抓手是没有公司层面的消息撑着,涨得快的退得也快。这轮光通信的涨,有多少是真需求?

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

帅帅的爸爸
05-08
帅帅的爸爸
业绩大超预期股价却扑街，明摆着就是借利好出货
- 大妮儿:
  正常调整
亿千
05-08
亿千
…你是真的看不懂科技～
阿肉
05-07
阿肉
你倒是卖空呀

发表看法

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