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ルメンタム決算後の売りは転機か　利益率32.2%が映すAI光通信の実需 episode artwork

EPISODE · May 6, 2026 · 15 MIN

ルメンタム決算後の売りは転機か　利益率32.2%が映すAI光通信の実需

from 米国株投資で幸せ作り · host beikoku-stock

ルメンタム株は好決算後になぜ売られたのか。売上未達、利益率32.2%、エヌビディア需要、AI光通信市場の成長性を整理します。https://beikoku-stock.com/2026/05/07/lumentum-earnings-ai-optical-demand-margin/

Episode metadata supplied by the publisher feed · Published May 6, 2026

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ルメンタム決算後の売りは転機か　利益率32.2%が映すAI光通信の実需

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