美股光通信板块持续拉升，Lumentum盘初涨超5%

The U.S. optical communications sector continues to rally, with Lumentum rising over 5% in early trading. According to MSX.COM data, the company forecasts net revenue for the first quarter of fiscal 2027 to be in the range of $1.23 billion to $1.28 billion, compared to market expectations of $1.15 billion.