Lumentum(US:LITE) 智通财经网·2026-01-12 07:08Core Viewpoint - Bank of America has reiterated a "Neutral" rating for Lumentum Holdings (LITE.US) and raised its target price from $210 to $375 due to strong demand for optical transceivers and components, indicating that supply in these areas is still unable to meet demand [1] - Morgan Stanley also maintains a "Neutral" rating for Lumentum Holdings, increasing its target price from $190 to $304, noting that the scope of AI transactions has expanded beyond semiconductor stocks to benefit infrastructure companies, particularly in the optical communications market [1] Group 1 - The demand for optical transceivers and components is robust, leading to significant target price increases from both Bank of America and Morgan Stanley [1] - The trend of AI-driven demand for high-speed connectivity is expected to continue into the first half of 2026, particularly benefiting optical communication companies [1] Group 2 - CPO (Co-Packaged Optics) technology is identified as a key solution to overcome bandwidth and power consumption bottlenecks, integrating optical engines with chips to enhance performance [1] - CPO addresses two major pain points of traditional optical modules: drastically reduced power consumption and increased bandwidth density [1]