K8콢

Դѵߣ 

ȷׯ  ʣȷׯҹϸҹȷׯǸйµĵطʵҰȤ  ҹ꽲ȷׯлǁǺ

ȷׯĹºŵ

ȷׯϸҹ˸طҰõʷǸݳһ˼Ƚͷһ  ֪ӰȷׯʵһסĴ˼  ʱһȥTTܾǽŪŪҰζ 

ͼƬ

ʳ갵ȥ浴ȻеβƽƽߵλζʵҰζ  ȷׯϸζ 

͵͵꽲ȷׯŵĹӺʷ  ҪζdzȥزŻܵкζ 

ȷׯĽ

ȷׯͷмϵǁɴ  ȥǵó˸Ĺߺֱֵһ븣  аطṲ꽲Щݹž͵ʳ轲ҲҰζ 

һȷׯһطø˸ܻصһϸݵζ  꽲ǁ

ͼƬ

ܻʣȷׯԺҿֻҪ˻ȷׯĹ¾ͻ  ſ 

ǩȷׯݹ¡ϸζŪй䡢ߺ

԰Сӽʲô

ָоƬȱùоƬ  Lumentum FY26Q2ҵԤӪ6.66Ԫͬ65%ԴƹOCSCPOľ޴DZͷ֤AIĸ߾  100G200G EML200G EMLռͨоƬܳ5%Т˸ߴ10%ļӪ  FY26Q3ָǿԤƷGAAPӪΪ7.8-8.3Ԫֵͬٳ85%  Lumentum ׻ԤFYQ2ɲ20%ɴǰԤڵһϣ EML25%-30%ȱ2027  1.6Tշ200G EMLΪͻĿǰEMLǿ  OCSҵԤ3ҽͻҾOCSѹ4Ԫ뽫2026° 

spaá

粨ʱIJ˲  ҪǽµIJҴеƫԼDzдʵܿס粨һ 

ȪݻϿ͡

λʵϾǸʽԼIJռ 

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