这门被冠以“二十年一遇”名号的生意,其实际底色充斥着产能过剩的隐忧、技术迭代极快导致的资产瞬间贬值,以及“除了跳舞啥也干不了”的吉祥物功能陷阱 。
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根据公司财报,Lumentum在2025财年的收入约为16亿美元,其产品广泛用于数据中心网络、5G通信和激光雷达系统。随着AI服务器数量迅速增加,数据中心对高速光模块和激光器的需求也在快速增长。从去年5月份到现在,股价从61美元到今天的694美元,涨幅已经超过1100%。
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