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AI data centers are aggressively deploying fiber optics—is the supercycle for optical communications
Lucas美股机会
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Optical module sector undergoes divergent adjustment! Positioning requires strategic spacing; trading views on LITE, MRVL, and BE

1 $Lumentum (LITE.US)$ The entireoptical module sector, I think yesterdaywas very fair, becauseLITE, which saw significant gains last week,declined relatively more, while the rest,which had smaller increases,Instead,the downward adjustment has been modest,with LITE's current closing price around$860,very close to the initial entry zone I previously discussedwith everyone.，If you already established a position in LITE near$900, even if the stock price drops to around $830, I would not adviseNot recommendedimmediately adding to your position, as the gap between $900 and $830is not particularly wide.If you are truly preparing to make a second addition to your position, I would actually recommend that everyoneincrease the price gap for the second purchase significantly—is this really appropriate?so that when a deep correction actually occurs,your second tranche of capitalcan effectively lower your overall average cost, butFor those who are currently completely out of the market on optical modulesfriends,the strategy is different., ifIf you want to take advantage of this market adjustment to accumulate shares aggressively,Therefore,consider the $830–$850 rangeThe $850–$830 range remains a solid entry point for the initial tranche of LITE positions,I want to emphasizethis rangedoes not necessarily represent the short-term bottom,but if you plan to split your position into two tranches, $850–$830 is still a favorable level for the first entry. Another stock in the optical module sector that I remain bullish on is MRVL, $Marvell Technology (MRVL.US)$ because compared to LITE,MR...
1 $Lumentum (LITE.US)$ The entireoptical module sector, I think yesterdaywas very fair, becauseLITE, which saw significant gains last week,declined relatively more, while the rest,which had smaller increases,Instead,the downward adjustment has been modest,with LITE's current closing price around$860,very close to the initial entry zone I previously discussedwith everyone.，If you already established a position in LITE near$900, even if the stock price drops to around $830, I would not adviseNot recommendedimmediately adding to your position, as the gap between $900 and $830is not particularly wide.If you are truly preparing to make a second addition to your position, I would actually recommend that everyoneincrease the price gap for the second purchase significantly—is this really appropriate?so that when a deep correction actually occurs,your second tranche of capitalcan effectively lower your overall average cost, butFor those who are currently completely out of the market on optical modulesfriends,the strategy is different., ifIf you want to take advantage of this market adjustment to accumulate shares aggressively,Therefore,consider the $830–$850 rangeThe $850–$830 range remains a solid entry point for the initial tranche of LITE positions,I want to emphasizethis rangedoes not necessarily represent the short-term bottom,but if you plan to split your position into two tranches, $850–$830 is still a favorable level for the first entry.
1 $Lumentum (LITE.US)$ The entireoptical module sector, I think yesterdaywas very fair, becauseLITE, which saw significant gains last week,declined relatively more, while the rest,which had smaller increases,Instead,the downward adjustment has been modest,with LITE's current closing price around$860,very close to the initial entry zone I previously discussedwith everyone.，If you already established a position in LITE near$900, even if the stock price drops to around $830, I would not adviseNot recommendedimmediately adding to your position, as the gap between $900 and $830is not particularly wide.If you are truly preparing to make a second addition to your position, I would actually recommend that everyoneincrease the price gap for the second purchase significantly—is this really appropriate?so that when a deep correction actually occurs,your second tranche of capitalcan effectively lower your overall average cost, butFor those who are currently completely out of the market on optical modulesfriends,the strategy is different., ifIf you want to take advantage of this market adjustment to accumulate shares aggressively,Therefore,consider the $830–$850 rangeThe $850–$830 range remains a solid entry point for the initial tranche of LITE positions,I want to emphasizethis rangedoes not necessarily represent the short-term bottom,but if you plan to split your position into two tranches, $850–$830 is still a favorable level for the first entry. Another stock in the optical module sector that I remain bullish on is MRVL, $Marvell Technology (MRVL.US)$ because compared to LITE,MR...
Another stock in the optical module sector that I remain bullish on is MRVL, $Marvell Technology (MRVL.US)$ because compared to LITE,MRVLCurrentlyits biggest advantageis that the stock priceis at a relatively lower level,not far from the $170 support base, plusMRVL is not solely focused on optical interconnects;, itit also has customized chips,meaning ithas two AI hardware growth drivers.supporting logic,Combined withthe company's relatively strong performance in the second half of the yearPreliminary Guidance，If you are looking to position yourself in the optical module sector nowand seek a core holding with a lower valuation base and higher certainty, I believeMRVL is a good choice. Judging from yesterday's market action, there was some support around the $200 level,Price rose on shrinking volume，indicating that short-term selling pressureis beginning to ease,$200–$210In this range, MRVL still offers a relatively good entry point for an initial position. If the marketindeed experiences a second round of correction,then there is no need to rush with the secondadd-on position;you may consider waiting for the $180 level.
1 $Lumentum (LITE.US)$ The entireoptical module sector, I think yesterdaywas very fair, becauseLITE, which saw significant gains last week,declined relatively more, while the rest,which had smaller increases,Instead,the downward adjustment has been modest,with LITE's current closing price around$860,very close to the initial entry zone I previously discussedwith everyone.，If you already established a position in LITE near$900, even if the stock price drops to around $830, I would not adviseNot recommendedimmediately adding to your position, as the gap between $900 and $830is not particularly wide.If you are truly preparing to make a second addition to your position, I would actually recommend that everyoneincrease the price gap for the second purchase significantly—is this really appropriate?so that when a deep correction actually occurs,your second tranche of capitalcan effectively lower your overall average cost, butFor those who are currently completely out of the market on optical modulesfriends,the strategy is different., ifIf you want to take advantage of this market adjustment to accumulate shares aggressively,Therefore,consider the $830–$850 rangeThe $850–$830 range remains a solid entry point for the initial tranche of LITE positions,I want to emphasizethis rangedoes not necessarily represent the short-term bottom,but if you plan to split your position into two tranches, $850–$830 is still a favorable level for the first entry. Another stock in the optical module sector that I remain bullish on is MRVL, $Marvell Technology (MRVL.US)$ because compared to LITE,MR...
Finally, here is a stock in the power sectorfor everyone: BE, which I have mentioned before. $Bloom Energy (BE.US)$ This was one of the few core holdingsin the tech ecosystem thatposted counter-trend gains yesterday.If you have alreadyentered positions early around the $200–$205 level, by market closeyou would have gained nearly 5%,and from a technical perspective, $200–$210 remains an acceptable entry zone for a breakeven strategy. Looking further up,the medium-term target can still be seen at $250–$270.。
1 $Lumentum (LITE.US)$ The entireoptical module sector, I think yesterdaywas very fair, becauseLITE, which saw significant gains last week,declined relatively more, while the rest,which had smaller increases,Instead,the downward adjustment has been modest,with LITE's current closing price around$860,very close to the initial entry zone I previously discussedwith everyone.，If you already established a position in LITE near$900, even if the stock price drops to around $830, I would not adviseNot recommendedimmediately adding to your position, as the gap between $900 and $830is not particularly wide.If you are truly preparing to make a second addition to your position, I would actually recommend that everyoneincrease the price gap for the second purchase significantly—is this really appropriate?so that when a deep correction actually occurs,your second tranche of capitalcan effectively lower your overall average cost, butFor those who are currently completely out of the market on optical modulesfriends,the strategy is different., ifIf you want to take advantage of this market adjustment to accumulate shares aggressively,Therefore,consider the $830–$850 rangeThe $850–$830 range remains a solid entry point for the initial tranche of LITE positions,I want to emphasizethis rangedoes not necessarily represent the short-term bottom,but if you plan to split your position into two tranches, $850–$830 is still a favorable level for the first entry. Another stock in the optical module sector that I remain bullish on is MRVL, $Marvell Technology (MRVL.US)$ because compared to LITE,MR...
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Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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