$LITE · InvestAnswers · 2026-11-04
LITE 在 26 天内从历史高点下跌 50%，回到 7 月的 600 水平；说话者称考虑到 LITE 盈利且未来数年订单已满，这一走势属于超卖且不理性，同时指出目前仍无技术买入信号。
逐段跳播
Lumintum也遭受了重大打击。
Lumintum also suffered a major blow.
Ghost Morn指出，Light比Marvel的4.5便宜100美元。是的，这是对的。来看看Lumintum，它的代码是Light。与实际发生的事情相比，这有点疯狂。我本该在这里画一条线。
嘟嘟嘟。再耐心等我一下。Light。在这里。我知道她在我手里。是的，确实，我们又回到了7月的低点。Lumintum去年7月正好在这个水平，600美元。它已经回到了完全相同的价格。
等着这东西发生变化。我们进去，也许把周期调到6小时。仍然没有买入信号，但你可以看到它正好回到了7月所在的位置。在这里画条小线。砰。嗯，这一对构成了一个问题。我认为他们应该这么做。
如果我处在他们的位置，我知道他们得支付大约2美元或差不多的金额。或者230万。我看到如果取消合同会有罚款，但也许他们应该这么做，然后各走各的路，然后再合并。但问题是，如果这两家公司走到一起，协同效应会非常惊人，因为它们会成为每个AI驱动的数据中心绝对不可或缺的，合在一起它们将拥有数据中心连接领域的领先解决方案。
所以，是的，这家公司肯定在遭受超卖的痛苦。记住，我们来量一下这次的时间，因为看到它太疯狂了。但它在26天前创下了历史新高。它在26天内下跌了50%。如你所知，这是一家非常赚钱的公司，赚很多钱。
而且，它的产品未来几年的订单都已排满。所以，再说一次，这就是我们目前所看到的市场的非理性本质。
Ghost Morn notes that Light is $100 cheaper than Marvel's 4.5. Yes, this is correct. Let's look at Lumintum, whose symbol is Light. This is somewhat crazy compared to what is actually happening.
I should have put a line here. Doo doo doo. Bear with me a little longer. Light. Here it is. I knew she was in my possession. Yes, indeed, here we are going back to the July lows again.
Lumintum was exactly at this level, $600 last July. It has returned to exactly the same price. Waiting for this thing to change. Let's go in and round up to a 6-hour timeframe, perhaps.
There is still no buy signal, but you can see that it is back exactly where it was in July. Put the small line here. Boom. Hmm, this pair presents a problem. I think they should do that.
If I were in their place, I know they would have to pay about $2 or something like that. Or 2.3 million. I saw that there was a penalty if they cancelled the contract, but perhaps they should, then go their separate ways, and then merge again.
But the problem is that if these two companies were to come together, the synergy would be insane because they would become absolutely essential to every AI-powered data center, and together they would have the leading solution for data center connectivity.
So, yes, this company is definitely suffering from overselling. Remember, let's measure this time because it's crazy to see it. But it hit an all-time high 26 days ago. It has decreased by 50% in 26 days.
As you know, it is a very profitable company, and it makes a lot of money. Also, its products are fully booked for years. So, once again, this is the irrational nature of the markets we are currently seeing.