Lumentum：2025年AI浪潮中的網絡首選！

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Lumentum被Needham選為2025年最佳網絡股票，受惠於AI浪潮

Lumentum Holdings Inc（NASDAQ:LITE）被Needham評選為2025年在網絡和雲通信領域的最佳股票，該券商指出，對人工智能基礎設施的投資激增以及電信需求的回暖是其主要增長動力。

分析師表示：「我們預期LITE將從其數據通信業務的持續強勁增長中受益，這主要是由於AI基礎設施投資的激增，以及電信業務的持續復甦。」

Needham的分析師將Lumentum加入了他們的信心名單，並將該股票的目標價上調至110美元。

該券商預期，Lumentum的數據通信業務將受益於AI驅動的數據中心連接需求，而其電信部門則因廣域網擴展而持續增長。

Lumentum持續擴大電吸收調制激光的生產能力預計將帶來顯著的增長，Needham指出，額外的產能預計將推動2026財年的預估上升。

Needham補充說，美國對中國的更高關稅可能使Lumentum在數據通信光收發器市場中獲得更大的市場份額，因為該公司的深度垂直整合使其在運營杠杆上具有競爭優勢。

這一消息顯示出Lumentum在未來幾年內的增長潛力，尤其是在AI和電信需求持續攀升的背景下。需要注意的是，儘管Lumentum在市場中擁有良好的競爭地位，但市場的變化和外部經濟環境的影響仍會對其業務造成影響。投資者應密切關注這些變化，以便做出明智的投資決策。

以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂

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