---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38186483.md"
description: "Lumentum is not without risks. There are many competitors, price wars have always existed, and customer concentration is high. Once major customers reduce orders, performance fluctuations are obvious. Market expectations are already much higher than last year. If demand recovery falls short of expectations later, the stock price may still be hit."
datetime: "2026-01-28T15:19:31.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38186483.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38186483.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38186483.md)
author: "[dongguaff](https://longbridge.com/en/profiles/7200402.md)"
---

# Lumentum is not without risks. There are many comp…


## Comments (4)

- **鸡蛋已备好 · 2026-01-28T15:21:40.000Z**: Is this stock overvalued and therefore more susceptible to attacks?
- **轩哥吖 · 2026-01-28T15:20:18.000Z**: The optical module sector will also cool down with AI, this is a systemic risk
- **股友f162S87930 · 2026-01-28T15:19:55.000Z**: It feels like when institutions start talking up the market, retail investors tend to rush in.
  - **关于韭菜的那点事** (2026-01-28T15:20:32.000Z): When emotions take over like this, we still have to look at the fundamentals