{"id":773940,"date":"2026-05-06T12:08:59","date_gmt":"2026-05-06T04:08:59","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=773940"},"modified":"2026-05-06T12:08:59","modified_gmt":"2026-05-06T04:08:59","slug":"%e7%be%8e%e8%82%a1%e5%85%89%e6%a8%a1%e5%9d%97%e5%b7%a8%e5%a4%b4%e5%85%ac%e5%b8%83%e5%bc%ba%e5%8a%b2%e8%b4%a2%e6%8a%a5-%e5%85%ac%e5%8f%b8ceo%ef%bc%9a%e8%ae%a2%e5%8d%95%e5%b7%b2%e6%8e%92%e5%88%b02028","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=773940","title":{"rendered":"\u7f8e\u80a1\u5149\u6a21\u5757\u5de8\u5934\u516c\u5e03\u5f3a\u52b2\u8d22\u62a5 \u516c\u53f8CEO\uff1a\u8ba2\u5355\u5df2\u6392\u52302028\u5e74\uff01"},"content":{"rendered":"<p><\/p>\n<p><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.LITE\" data-code=\"LITE|105|7\" data-code2=\"LITE|105|1|\" target6=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" src=\"https:\/\/webquoteklinepic.eastmoney.com\/GetPic.aspx?nid=105.LITE&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" border=\"0\" data-code=\"K LITE|105|7\" data-code2=\"K LITE|105|1|\" style=\" display:block; margin-left:auto; margin-right:auto; \" width=\"578\" height=\"276\" alt=\"\u7f8e\u80a1\u5149\u6a21\u5757\u5de8\u5934\u516c\u5e03\u5f3a\u52b2\u8d22\u62a5 \u516c\u53f8CEO\uff1a\u8ba2\u5355\u5df2\u6392\u52302028\u5e74\uff01\" \/><\/a><\/p>\n<p>\u7f8e\u4e1c\u65f6\u95f4\u5468\u4e8c\u76d8\u540e\uff0c\u7f8e\u80a1\u5149\u6a21\u5757\u5de8\u5934Lumentum\u516c\u5e03\u4e86\u5f3a\u52b2\u7684\u7b2c\u4e09\u8d22\u5b63\u8d22\u62a5\u3002\u8be5\u516c\u53f8\u9ad8\u901f\u5149\u5b66\u7ec4\u4ef6\u7684\u9700\u6c42\u524d\u666f\u5f3a\u52b2\uff0c\u56e0\u4e3a\u8fd9\u4e9b\u7ec4\u4ef6\u5bf9\u4e8e<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0800\" data-code=\"90,BK0800\" rel=\"noopener\">\u4eba\u5de5\u667a\u80fd<\/a><\/span><span><\/span>\u57fa\u7840\u8bbe\u65bd\u81f3\u5173\u91cd\u8981\u3002<\/p>\n<p>\u4e0d\u8fc7\uff0c\u5728\u7f8e\u80a1\u76d8\u540e\u4ea4\u6613\u4e2d\uff0cLumentum\u516c\u53f8\u80a1\u4ef7\u4ecd\u7136\u4e0b\u8dcc3.48%\u3002\u8fd9\u53ef\u80fd\u662f\u56e0\u4e3a\u5728\u8be5\u516c\u53f8\u80a1\u4ef7\u6b64\u524d\u591a\u65e5\u5df2\u7ecf\u5927\u5e45\u589e\u957f\u4e4b\u540e\uff0c\u516c\u53f8\u8425\u6536\u672a\u80fd\u8fbe\u5230<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\u8005\u4eec\u7684\u8d85\u9ad8\u671f\u5f85\u3002<\/p>\n<p><strong>\u8d22\u62a5\u663e\u793a\uff0c\u5728\u622a\u81f33\u6708\u672b\u7684\u7b2c\u4e09\u8d22\u5b63\u4e2d\uff0c<\/strong><\/p>\n<p>\u8425\u6536\uff1a8.084\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f\u4e8690.1%\uff0c\u7565\u5fae\u8d85\u51faLSEG\u6536\u96c6\u7684\u5206\u6790\u5e08\u9884\u671f8.043\u4ebf\u7f8e\u5143\u3002\u53bb\u5e74\u540c\u671f\u516c\u53f8\u8425\u6536\u4e3a4.252\u4ebf\u7f8e\u5143\uff0c\u4e0a\u4e00\u5b63\u5ea6\u8425\u6536\u4e3a6.655\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u6bcf\u80a1\u76c8\u5229\uff08\u6309\u975e<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%be%8e%e5%9b%bd\" title=\"View all posts in \u7f8e\u56fd\" target=\"_blank\" class=\"tag_link\">\u7f8e\u56fd<\/a>\u901a\u7528\u4f1a\u8ba1\u51c6\u5219Non-GAAP\u8ba1\u7b97\uff09:2.37\u7f8e\u5143\uff0c\u8d85\u8fc7\u5206\u6790\u5e08\u5e73\u5747\u9884\u671f\u6bcf\u80a12.24\u7f8e\u5143\u3002\u53bb\u5e74\u540c\u671f\u8be5\u516c\u53f8\u6bcf\u80a1\u76c8\u52290.57\u7f8e\u5143\u3002<\/p>\n<p>\u51c0\u5229\u6da6\u4e3a2.257\u4ebf\u7f8e\u5143\uff0c\u6bdb\u5229\u7387\u4e3a47.9%\uff0c\u8425\u4e1a\u5229\u6da6\u7387\u4e3a32.2%\u3002<\/p>\n<p><center><img src=\"https:\/\/np-newspic.dfcfw.com\/download\/D25225566497527833251_w1926h789.jpg\" alt=\"\u7f8e\u80a1\u5149\u6a21\u5757\u5de8\u5934\u516c\u5e03\u5f3a\u52b2\u8d22\u62a5 \u516c\u53f8CEO\uff1a\u8ba2\u5355\u5df2\u6392\u52302028\u5e74\uff01\" style=\" display:block; margin-left:auto; margin-right:auto; \" \/><\/center><\/p>\n<p>\u96f6\u90e8\u4ef6\u4e1a\u52a1\u677f\u5757\u8425\u6536\u8fbe5.333\u4ebf\u7f8e\u5143\uff0c\u7cfb\u7edf\u4e1a\u52a1\u677f\u5757\u8425\u6536\u8fbe2.751\u4ebf\u7f8e\u5143\uff0c\u4e24\u8005\u5747\u5b9e\u73b0\u5f3a\u52b2\u7684\u540c\u6bd4\u589e\u957f\u3002<\/p>\n<p>\u516c\u53f8\u73b0\u91d1\u3001\u73b0\u91d1\u7b49\u4ef7\u7269\u53ca\u77ed\u671f\u6295\u8d44\u603b\u989d\u4e3a31.723\u4ebf\u7f8e\u5143\uff0c\u8fd9\u4e3b\u8981\u5f97\u76ca\u4e8eA\u8f6e\u53ef\u8f6c\u6362\u4f18\u5148\u80a1\u7684\u53d1\u884c\u6536\u76ca\u3002<\/p>\n<p>\u516c\u53f8\u9884\u8ba1\uff0c2026\u5e74\u7b2c\u56db\u8d22\u5b63\u8425\u6536\u4e3a9.6\u4ebf\u7f8e\u5143-10.1\u4ebf\u7f8e\u5143\uff0c\u975eGAAP\u8425\u4e1a\u5229\u6da6\u7387\u4e3a35.0%-36.0%\uff0c\u975eGAAP\u644a\u8584\u540e\u6bcf\u80a1\u76c8\u5229\u4e3a2.85\u7f8e\u5143\u81f33.05\u7f8e\u5143\u3002<\/p>\n<p>\u81ea\u5e74\u521d\u4ee5\u6765\uff0cLumentum\u516c\u53f8\u7684\u80a1\u4ef7\u5df2\u7d2f\u8ba1\u4e0a\u6da8\u7ea6164.8%\uff0c\u800c\u6807\u666e500\u6307\u6570\u7684\u540c\u671f\u6da8\u5e45\u4ec5\u4e3a5.2%\u3002\u8fd9\u4e3b\u8981\u5f97\u76ca\u4e8e\u5404\u5927\u4e91\u5de8\u5934\u5728<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0800\" data-code=\"90,BK0800\"><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd\" title=\"View all posts in \u4eba\u5de5\u667a\u80fd\" target=\"_blank\" class=\"tag_link\">\u4eba\u5de5\u667a\u80fd<\/a><\/span>\u57fa\u7840\u8bbe\u65bd\u65b9\u9762\u7684\u5de8\u989d\u8d44\u672c\u6295\u5165\u3002<\/p>\n<p><a target=\"_blank\" href=\"https:\/\/acttg.eastmoney.com\/pub\/xxlout_khmbdfcfappnew_random_0007467a\" rel=\"noopener\"><img src=\"https:\/\/np-newspic.dfcfw.com\/download\/D24832930842412850501_w690h389.jpg\" alt=\"\u7f8e\u80a1\u5149\u6a21\u5757\u5de8\u5934\u516c\u5e03\u5f3a\u52b2\u8d22\u62a5 \u516c\u53f8CEO\uff1a\u8ba2\u5355\u5df2\u6392\u52302028\u5e74\uff01\" style=\" display:block; margin-left:auto; margin-right:auto; \" \/><\/a><\/p>\n<p><strong>\u5149\u6a21\u5757\u9700\u6c42\u4ecd\u7136\u5f3a\u52b2<\/strong><\/p>\n<p>Lumentum\u7684\u5149\u6a21\u5757\u5bf9\u4e8e\u5728<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0922\" data-code=\"90,BK0922\" rel=\"noopener\">\u6570\u636e\u4e2d\u5fc3<\/a><\/span><span><\/span>\u7f51\u7edc\u4e2d\u7684\u670d\u52a1\u5668\u4e4b\u95f4\u9ad8\u901f\u4f20\u8f93\u5927\u91cf\u6570\u636e\u81f3\u5173\u91cd\u8981\u3002\u5206\u6790\u4eba\u58eb\u8868\u793a\uff0c\u5bf9\u4e8e\u8fd9\u7c7b\u5173\u952e\u90e8\u4ef6\u800c\u8a00\uff0c\u5e02\u573a\u9700\u6c42\u5df2\u8d85\u8fc7\u4f9b\u5e94\u80fd\u529b\u3002\u56e0\u6b64\uff0c\u5ba2\u6237\u7eb7\u7eb7\u7b7e\u8ba2\u957f\u671f\u534f\u8bae\u4ee5\u786e\u4fdd\u4f9b\u5e94\u7a33\u5b9a\u3002<\/p>\n<p>Lumentum\u603b\u88c1\u517c\u9996\u5e2d\u6267\u884c\u5b98\u8fc8\u514b\u5c14\u00b7\u8d6b\u5c14\u65af\u987f\uff08Michael Hurlston\uff09\u8868\u793a\u3002<\/p>\n<p>\u201cLumentum\u7b2c\u4e09\u8d22\u5b63<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%9a%e7%bb%a9\" title=\"View all posts in \u4e1a\u7ee9\" target=\"_blank\" class=\"tag_link\">\u4e1a\u7ee9<\/a>\u8868\u73b0\u5353\u8d8a\uff0c\u8425\u6536\u540c\u6bd4\u589e\u957f90%\uff0c\u521b\u4e0b8.08\u4ebf\u7f8e\u5143\u7684<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1675\" data-code=\"90,BK1675\" rel=\"noopener\">\u5386\u53f2\u65b0\u9ad8<\/a><\/span><span><\/span>\u3002\u867d\u7136\u8425\u6536\u589e\u957f\u6301\u7eed\u5360\u636e\u65b0\u95fb\u5934\u6761\uff0c\u4f46\u6211\u4eec\u8fd1\u671f\u4e1a\u7ee9\u66f4\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u662f\u5229\u6da6\u7387\u7684\u63d0\u5347\u3002\u7b2c\u4e09\u8d22\u5b63\uff0c<strong>\u6bdb\u5229\u7387\u73af\u6bd4\u63d0\u5347540\u4e2a\u57fa\u70b9\uff0c\u8425\u4e1a\u5229\u6da6\u7387\u73af\u6bd4\u63d0\u5347700\u4e2a\u57fa\u70b9<\/strong>\uff0c\u201d<\/p>\n<p>\u201c\u5229\u6da6\u7387\u7684\u63d0\u5347\u5f97\u76ca\u4e8e\u591a\u65b9\u9762\u56e0\u7d20\u3002\u968f\u7740\u5171\u5c01\u88c5\u5149\u5b66\u5668\u4ef6\u548c\u5149\u8def\u5f00\u5173\u7b49\u5173\u952e\u589e\u957f\u52a8\u529b\u5f00\u59cb\u53d1\u6325\u4f5c\u7528\uff0c\u6211\u4eec\u9884\u8ba1\u76c8\u5229\u80fd\u529b\u5c06\u8fdb\u4e00\u6b65\u589e\u5f3a\u3002\u201d<\/p>\n<p>\u8d6b\u5c14\u65af\u987f\u8868\u793a\uff0c<strong>\u8be5\u516c\u53f8\u7684\u8ba2\u5355\u5df2\u7ecf\u6392\u52302028\u5e74<\/strong>\uff0c\u56e0\u4e3a\u8fde\u63a5GPU\u96c6\u7fa4\u6240\u9700\u7684\u7ec4\u4ef6\u7684\u9700\u6c42\u589e\u957f\u901f\u5ea6\u5df2\u7ecf\u8fdc\u8fdc\u8d85\u8fc7\u4e86\u4f9b\u5e94\u7684\u751f\u4ea7\u901f\u5ea6\u3002<\/p>\n<p>(\u6765\u6e90:\u5929\u5929\u57fa\u91d1\u7f51)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u7f8e\u4e1c\u65f6\u95f4\u5468\u4e8c\u76d8\u540e\uff0c\u7f8e\u80a1\u5149\u6a21\u5757\u5de8\u5934Lumentum\u516c\u5e03\u4e86\u5f3a\u52b2\u7684\u7b2c\u4e09\u8d22\u5b63\u8d22\u62a5\u3002\u8be5\u516c\u53f8\u9ad8\u901f\u5149\u5b66\u7ec4\u4ef6\u7684\u9700\u6c42\u524d\u666f\u5f3a\u52b2\uff0c\u56e0 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[232],"tags":[266,148,241,367],"views":14,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/773940"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=773940"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/773940\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=773940"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=773940"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=773940"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}