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Coherent

305.37

+12.204.16%

盘后：305.660.2900+0.09%19:59 EDT

成交量：730.86万

成交额：22.23亿

市值：597.42亿

市盈率：74.12

高：312.68

开：303.18

低：292.51

收：293.17

52周最高：440.00

52周最低：100.63

股本：1.96亿

流通股本：1.95亿

量比：1.28

换手率：3.76%

股息：- -

股息率：- -

每股收益(TTM):4.12

每股收益(LYR):4.12

净资产收益率：7.98%

总资产收益率：3.39%

市净率：5.48

市盈率(LYR):74.12

数据加载中...

总览公司新闻公告

光通信板块盘前普涨 Coherent（COHR）涨4.87% 机构料未来五年全球光通信行业有望保持高增长

异动解读 | Coherent盘前大涨5.02%，光通信ETF上市、禁令预期与财报高增长三重利好共振

异动解读｜Coherent盘前上涨4.96%，Roundhill光通信ETF上市叠加禁令余波与财报高增长预期共振提振

异动解读 | Coherent夜盘大涨5.02%，Roundhill光通信ETF上市叠加禁令余波与财报高增长预期共振提振

美股光通信股夜盘走强，Lumen Technologies涨5%，Lumentum、Coherent涨2%

老虎资讯综合

异动解读｜Coherent夜盘上涨3.02%，Roundhill光通信ETF上市叠加禁令余波与财报高增长预期共振提振

异动解读｜Coherent盘后上涨3.19%，Roundhill光通信ETF上市叠加禁令余波与财报高增长预期共振提振

异动解读 | Roundhill光通信ETF上市引爆板块行情，Coherent盘中大涨7.87%

美股光通信概念股盘中拉升，POET Technologies涨超6%

老虎资讯综合

异动解读 | 前期急涨后获利回吐，Coherent盘中大跌5.38%

美股光通信板块集体下跌 Coherent跌超3%

异动解读｜Coherent盘中下跌4.1%，前期急涨后短线获利回吐压力加剧

异动解读｜Coherent盘前下跌3.1%，前期急涨后短线获利回吐压力显现

异动解读｜Coherent夜盘下跌3.06%，前期急涨后短线获利回吐压力显现

光通信概念股局部强势 AXT Inc（AXTI）涨13.77% 机构预警：美国若盲目切割中国光模块产品将反噬西方厂商

异动解读 | Coherent盘中大涨5.13%，美国光模块禁令余波与强劲财报预期双重提振

异动解读｜Coherent盘中上涨3.66%，美国拟禁中国光模块禁令余波叠加财报高增长预期持续提振

科技、媒体与电信综合：市场各方观点一览

异动解读｜Coherent盘前上涨4.41%，美国拟禁中国光模块禁令余波叠加财报高增长预期持续提振

异动解读 | Coherent夜盘大涨5.08%，受美国拟禁中国数据中心产品法案及强劲财报预期双重提振

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16:03","pubTimestamp":1786089803,"startTime":"0","endTime":"0","summary":"8月7日，Coherent盘前上涨4.96%，报349.74美元/股，成交额716.29万美元。消息面上，Roundhill光通信ETF于8月6日正式上市交易，开盘后迅速拉升涨近3%，带动光通信板块集体走强，Coherent作为光子学领域重要参与者资金关注度显著提升。同时，此前美国联邦通信委员会拟禁止进口中国新型号光收发模块的政策预期仍在发酵，本土替代逻辑持续演绎。ETF上市、政策利好与财报高增长预期形成共振，推动股价延续强势。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Coherent盘前上涨4.96%，Roundhill光通信ETF上市叠加禁令余波与财报高增长预期共振提振","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1158874850","title":"异动解读 | Coherent夜盘大涨5.02%，Roundhill光通信ETF上市叠加禁令余波与财报高增长预期共振提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1158874850","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1158874850?lang=zh_cn&edition=fundamental","pubTime":"2026-08-07 15:10","pubTimestamp":1786086650,"startTime":"0","endTime":"0","summary":"Coherent  今日夜盘股价大涨5.02%，表现强劲，引发市场广泛关注。消息面上，多重利好因素共同推动股价上行。Roundhill光通信ETF于近期正式上市交易，开盘后迅速拉升，带动光通信板块集体走强，Coherent作为光子学领域重要参与者，资金关注度显著提升。整体来看，ETF上市、政策利好与财报高增长预期形成共振，推动Coherent夜盘大幅走强。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1151632159","title":"美股光通信股夜盘走强，Lumen Technologies涨5%，Lumentum、Coherent涨2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151632159","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1151632159?lang=zh_cn&edition=fundamental","pubTime":"2026-08-07 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05:17","pubTimestamp":1786051029,"startTime":"0","endTime":"0","summary":"8月7日，Coherent盘后上涨3.19%，报344.0美元/股，成交额3999.87万美元。消息面上，Roundhill光通信ETF于8月6日正式上市交易，开盘后迅速拉升涨近3%，带动光通信板块集体走强，Coherent作为光子学领域重要参与者资金关注度显著提升。同时，此前美国联邦通信委员会拟禁止进口中国新型号光收发模块的政策预期仍在发酵，本土替代逻辑持续演绎。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176693275","title":"异动解读 | Roundhill光通信ETF上市引爆板块行情，Coherent盘中大涨7.87%","url":"https://stock-news.laohu8.com/highlight/detail?id=1176693275","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176693275?lang=zh_cn&edition=fundamental","pubTime":"2026-08-06 22:44","pubTimestamp":1786027481,"startTime":"0","endTime":"0","summary":"消息面上，Roundhill光通信ETF今日正式上市交易，该ETF开盘后迅速拉升涨近3%，带动整个光通信板块集体走强。受此催化，光通信概念股普遍上涨，POET Technologies涨超6%，Astera Labs涨超5%，康宁、Lumentum涨超4%，Coherent、Credo、Fabrinet等纷纷跟涨。Coherent作为光通信与光子学领域的重要参与者，在此次由ETF上市引发的板块行情中资金关注度显著提升，盘中涨幅一度达到7.87%，成为当日光通信板块中涨幅较为突出的个股之一。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1126861482","title":"美股光通信概念股盘中拉升，POET Technologies涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126861482","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1126861482?lang=zh_cn&edition=fundamental","pubTime":"2026-08-06 22:11","pubTimestamp":1786025471,"startTime":"0","endTime":"0","summary":"8月6日，美股光通信概念股盘中拉升，POET 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21:34","pubTimestamp":1786023271,"startTime":"0","endTime":"0","summary":"8月6日，Coherent盘中下跌4.1%，报314.09美元/股，成交额1.0亿美元。公司股价自8月4日美国联邦通信委员会拟禁止进口中国新型号光收发模块消息刺激以来累计大涨逾15%，短期积累较大获利盘，回吐压力加剧。同行业康宁下跌2.49%、威世科技下跌3.98%，电子元件板块整体偏弱。公司将于8月12日发布第四财季业绩，市场一致预期营收约19.86亿美元，同比增长31.65%，调整后每股收益约1.62美元，同比增长76.71%，机构观点偏正面。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1157206511","title":"异动解读｜Coherent盘前下跌3.1%，前期急涨后短线获利回吐压力显现","url":"https://stock-news.laohu8.com/highlight/detail?id=1157206511","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1157206511?lang=zh_cn&edition=fundamental","pubTime":"2026-08-06 21:02","pubTimestamp":1786021358,"startTime":"0","endTime":"0","summary":"8月6日，Coherent盘前下跌3.1%，报318.42美元/股，成交额1315.03万美元。公司股价自8月4日美国联邦通信委员会拟禁止进口中国新型号光收发模块消息刺激以来累计大涨逾15%，短期积累较大获利盘，回吐压力显现。同行业康宁下跌2.49%，板块整体偏弱。公司将于8月12日发布第四财季业绩，市场一致预期营收约19.86亿美元，同比增长31.65%，调整后每股收益约1.62美元，同比增长76.71%，机构观点偏正面。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Coherent盘前下跌3.1%，前期急涨后短线获利回吐压力显现","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186005124","title":"异动解读｜Coherent夜盘下跌3.06%，前期急涨后短线获利回吐压力显现","url":"https://stock-news.laohu8.com/highlight/detail?id=1186005124","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186005124?lang=zh_cn&edition=fundamental","pubTime":"2026-08-06 09:13","pubTimestamp":1785978796,"startTime":"0","endTime":"0","summary":"8月6日，Coherent夜盘下跌3.06%，报318.19美元/股，成交额340.92万美元。公司股价自8月4日美国联邦通信委员会拟禁止进口中国新型号光收发模块消息刺激以来累计大涨逾15%，短期积累较大获利盘，回吐压力显现。同行业康宁下跌1.88%，板块整体偏弱。公司将于8月12日发布第四财季业绩，市场一致预期营收约19.86亿美元，同比增长31.65%，调整后每股收益约1.62美元，同比增长76.71%，机构观点偏正面。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Coherent夜盘下跌3.06%，前期急涨后短线获利回吐压力显现","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657752332","title":"光通信概念股局部强势 AXT Inc（AXTI）涨13.77% 机构预警：美国若盲目切割中国光模块产品将反噬西方厂商","url":"https://stock-news.laohu8.com/highlight/detail?id=2657752332","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657752332?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 22:06","pubTimestamp":1785938807,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信概念股局部强势，截至发稿，AXT Inc 涨13.77%，Coherent涨5.12%，Applied Optoelectronics涨3.87%，Lumentum涨2.07%，Ciena涨1.77%，安费诺涨1.51%，Credo Technology涨1.32%。消息面上，美国拟禁止进口中国光模块产品传闻仍持续扰动股市。知名技术市场研究机构Counterpoint新近发布预警称，若美国政府实施针对中国光收发器模块（光模块）的进口禁令，将对美国超大规模数据中心运营商造成严重的“附带伤害”，并急剧加剧当前西方供应链无法独自化解的硬件供应瓶颈。","market":"us","thumbnail":"https://static.szfiu.com/news/20250107/ZTgzYzFjMzMwYjg4MjEzNTY0MzUzNDIy.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZTgzYzFjMzMwYjg4MjEzNTY0MzUzNDIy.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303472","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4141","LU1232071149.USD","LU1815333072.USD","LU2023251221.USD","IE00BJJMRX11.SGD","LU0211327993.USD","IE00B7KXQ091.USD","HAKY","LU1989772923.USD","LU2210150020.SGD","BK4585","SGXZ81514606.USD","LU1923622614.USD","LU2471134523.USD","COHH","LU1814569148.SGD","CHAT","LU0240877869.USD","LU0642271901.SGD","LU2272731600.USD","LU2242649171.HKD","LU1267930490.SGD","LU0154245756.USD","LU1720051017.SGD","AIFD","AVGO","LU1244550577.SGD","LU2750360641.GBP","LU0345770308.USD","IE00BLSP4452.SGD","LU0203202063.USD","LU2286300806.USD","IE00B1XK9C88.USD","LU0788109477.HKD","LU0310799852.SGD","LU2361045086.USD","USD","LU2168564495.EUR","IE0005OL40V9.USD","LU0786609619.USD","LU2347655156.SGD","LU2023250504.SGD","IE0009354923.USD","LU2265009873.SGD","IE00BLSP4239.USD","SGXZ51526630.SGD","LU0124676726.USD","LU1803068979.SGD","LU0012050646.USD","LU0545039389.USD","LU1037948897.HKD","AXTI","LAZR","LU2054465674.USD","LU2023250330.USD","LU2237443978.SGD","LU1935042991.SGD","LU0323239441.USD","TRFK","LU0795875169.SGD","LU0174119429.USD","LU0348723411.USD","SG9999018857.SGD","LU0672654240.SGD","LU0072462426.USD","SG9999015952.SGD","THMR","LU0965509010.AUD","LU0795875086.SGD","LU0143551892.USD","LU2462591277.SGD","LU1951198990.SGD","LU0719512351.SGD","IE00B775H168.HKD","LU2237957811.SGD","LU0444971666.USD","FAI","BK4157","IE00B3CCJ633.GBP","IE00BYV24P56.USD","LU2487616109.SGD","IE00BD6J9T35.USD","LU2471134879.HKD","LU0157215616.USD","IE00BZ9MQY76.HKD","LU2458330243.SGD","BK4533","LU2237443549.SGD","LU0070217475.USD","LU2471134952.CNY","IE00BMPRXN33.USD","IE00BJTD4N35.SGD","LU1066051811.HKD","LU1979441026.SGD","LU0965508806.USD","LU2420271590.USD","LU1244550494.USD","IE00BGHQF631.EUR","LU1244550221.USD","TDIV","LU2250418816.HKD","LU2954938101.SGD","LU0472753341.HKD","LU2637965513.SGD","AVS","LU0210533765.USD","LU1815336760.USD","LU2461242641.AUD","IE00BZ199S13.USD","IE00BMPRXQ63.HKD","LITE","LU0109392836.USD","LU0345768153.USD","EGGY","HVAC","BK4598","AVGX","LU0240878834.USD","LU2264538146.SGD","LU0127658192.USD","LU0979878070.USD","LU2244417387.USD","BK4581","CGBL","LU2360107168.USD","LU0823414478.USD","LU0738911758.USD","LU2089985449.USD","LU1917777945.USD","LU2403377893.USD","COHX","IE00BWXC8680.SGD","LU2413666426.HKD","LU0187121727.USD","LU2357125470.USD","IE00BDGV0183.EUR","LU2355687059.USD","IE00BGHQF417.EUR","LU0823421416.USD","LU1623119135.USD","LU1951200564.SGD","LU2247934214.USD","LU1935043023.USD","LU2347655073.USD","LU0868494708.USD","LU2322448791.USD","LU2361044865.SGD","LU1548497426.USD","LU2065171402.SGD","LU0170899867.USD","LU2168563687.JPY","SG9999017495.SGD","LU2473716301.USD","BK4566","SG9999014914.USD","TTEQ","LU0238689110.USD","LU2063271972.USD","LU0345768740.USD","LU2168564065.EUR","LU0784383803.USD","LU0133085943.USD","LU0289961442.SGD","LU2089283258.USD","LU0708994859.HKD","LU0256863902.USD","LU0784385840.USD","SG9999014906.USD","IE00B3S45H60.SGD","LU0256863811.USD","LU0964807845.USD","LU2361044949.HKD","LU2211815571.USD","LU0823421333.USD","LU2125909247.SGD","LU0320765059.SGD","LU2065170008.USD","JGRO","IE00B1BXHZ80.USD","LU1868837300.USD","IE00BVYPNV92.GBP","AVGG","LU0266013472.USD","LU2433249047.HKD","LU1989764748.USD","IE00BFSS8Q28.SGD","LU1732800096.USD","LU2756315318.SGD","ESLG","IE00B2PGVK34.USD","LU0912757837.SGD","LU1720051108.HKD","BK4512","LU2237443465.HKD","LU2125154778.USD","IE00BVYPNP33.GBP","SG9999015945.SGD","SGXZ99366536.SGD","LU0345769128.USD","LU0316494557.USD","IE00BVYPNQ40.USD","XTL","LU1242518857.USD","LU0056508442.USD","IE00BGHQDM52.EUR","LU1366333091.USD","LU2456880835.USD","LU2417539215.USD","LU1629891620.HKD","LU0784384876.USD","LU2764263039.SGD","IE00BJJMRY28.SGD","LU2211814178.USD","LU0081259029.USD","LU1691799644.USD","LU2028103732.USD","SG9999000418.SGD","LU0154236417.USD","LU2125909593.SGD","LU0106261372.USD","LU2462157665.USD","LU0061475181.USD","IE00BK4W5M84.HKD","LU0820561818.USD","SG9999001440.SGD","LU0820561909.HKD","LU1162221912.USD","LU2746668974.SGD","LU0724617625.USD","NULC","LU1035775433.USD","LU1914381329.SGD","XITK","LU0053666078.USD","LU1066051498.USD","LU1323610961.USD","BK4020","LU1301847155.USD","IE00BKDWB100.SGD","LU0323240290.USD","LU1974910355.USD","LU0029864427.USD","LU0069063385.USD","BK4543","LU0444973449.USD","IE00BQXX3C00.GBP","LU1923623000.USD","LU2360106780.U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21:50","pubTimestamp":1785937830,"startTime":"0","endTime":"0","summary":"Coherent今日盘中大涨5.13%，延续了近期强势表现，成为市场关注的焦点。该禁令于前一交易日推动Coherent单日大涨近12%，本土替代逻辑的余波仍在持续发酵。Coherent作为AI基础设施光互连环节的核心供应商，数据中心与通信业务在上季度已贡献超过七成营收，政策利好与业绩高增预期共同构成了本轮股价上行的核心驱动力。分析人士指出，中国供应商占据了全球约三分之二的光收发器单位供应量，若禁令落地，Coherent等西方竞争对手将显著受益于市场份额的提升。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1138519869","title":"异动解读｜Coherent盘中上涨3.66%，美国拟禁中国光模块禁令余波叠加财报高增长预期持续提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1138519869","media":"行情直击","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1138519869?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 21:49","pubTimestamp":1785937792,"startTime":"0","endTime":"0","summary":"8月5日，Coherent盘中上涨3.66%，报341.215美元/股，成交额3.17亿美元。消息面上，美国联邦通信委员会正起草措施拟禁止进口中国新型号光收发模块，以保护AI数据中心关键基础设施，官员希望年内实施。该禁令于前一交易日推动Coherent大涨近12%，本土替代逻辑余波仍在发酵。Coherent作为AI基础设施光互连核心供应商，数据中心与通信业务上季度贡献超七成营收，政策利好与业绩高增预期共同驱动股价延续强势。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Coherent盘中上涨3.66%，美国拟禁中国光模块禁令余波叠加财报高增长预期持续提振","news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1172853069","title":"科技、媒体与电信综合：市场各方观点一览","url":"https://stock-news.laohu8.com/highlight/detail?id=1172853069","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172853069?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 16:26","pubTimestamp":1785918366,"startTime":"0","endTime":"0","summary":"一份关于美国可能禁止进口中国光收发器的报告，进一步强化了美中两国技术与供应链将长期分化的观点。法国巴黎银行的威廉·布拉顿在一份研究报告中指出，双方都在努力减少对彼此的依赖，这最终将导致技术上的分裂，并催生出两个独立运行的生态系统。对于投资者而言，这意味着那些与技术投资主题相关的公司将持续暴露在地缘政治风险之下。该股当日下跌1.5%，报70.54欧元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["EFIV","IE00BJTD4V19.USD","LU2168564065.EUR","LU0077335932.USD","LU2394011477.USD","LU0289739343.SGD","AMDY","LU2065170008.USD","SGXZ81514606.USD","LU0788109477.HKD","LU1633808545.USD","BK4550","LU2125909759.SGD","BK4543","LU2125909247.SGD","LU1316542783.SGD","IE00B3S45H60.SGD","LU2347655156.SGD","EGGY","LU2471134879.HKD","BK4534","LU0198837287.USD","LU0708995583.HKD","IE00BDCRKT87.USD","LU2250418816.HKD","LU0985320562.USD","LU1861127337.USD","IE00BQXX3D17.EUR","LU0057025933.USD","LU2125154778.USD","LU2290526834.HKD","NVDX","IE00BJLML261.HKD","IE00BJTD4N35.SGD","NVD2.UK","LU0354030438.USD","LU0957808578.USD","LU2462591277.SGD","LU2750360997.AUD","LU2896262040.SGD","LU2092937148.SGD","IE00B19Z8W00.USD","VT","LU0738911758.USD","LU0096364046.USD","LU2471134796.USD","LU1551013425.SGD","IE00BKPKM429.USD","SPRX","AMUU","NVII","BK4567","BK4614","LU0097036916.USD","LU2552382132.HKD","BK4554","LU1261432733.SGD","LU0320765059.SGD","LU1642822529.SGD","LU0949170772.SGD","LU2473716301.USD","NVYY","LU1983260115.SGD","BK4529","LU2931357623.SGD","LU1791710582.SGD","LU0096362180.USD","LU0265550946.USD","LU1934455194.USD","LU2458330243.SGD","BK4551","LU0011850046.USD","LU1551013342.USD","IETC","LU0289961442.SGD","USD","LU0823434740.USD","LU0052750758.USD","LU0070217475.USD","LU2552382215.SGD","LU2237443622.USD","LU0251132253.USD","LU0256863811.USD","LU1429558221.USD","GB00BDT5M118.USD","LU0348723411.USD","LU0211328371.USD","LU0048584097.USD","LU2420271590.USD","LU0642271901.SGD","LU2452424414.USD","LU3102509885.SGD","LU1917777945.USD","LU2471134952.CNY","IE00BJJMRX11.SGD","LU0128525929.USD","SG9999014898.SGD","LU2098885051.SGD","LU0080751232.USD","BK4566","LU0256863902.USD","LU0868494617.USD","NVDQ","LU0792757196.USD","IE00B19Z9505.USD","LU2271345857.HKD","ABFL","BK4532","IE0003U64NQ7.SGD","LU1046422090.SGD","IE00BFSS7M15.SGD","AMDW","LU2087625088.SGD","IE00B19Z8X17.USD","LU0957791311.USD","LU0965509283.SGD","BK4581","LU2361044865.SGD","LU0107464264.USD","SG9999014914.USD","BK1583","LU2108987350.USD","IE00B1BXHZ80.USD","IE00BHPRN162.USD","HK0000320264.USD","FTXL","LU0912757837.SGD","IE00B5TLWC47.USD","BK4598","BK4533","LU2077746001.SGD","LU2168564222.USD","XLK","IE00BK4W5L77.USD","LU1839511570.USD","LU1868836914.USD","IE0004091025.USD","LU1989764664.SGD","LU2413666426.HKD","LU0345768153.USD","LU2237443549.SGD","LU1116320737.USD","IE000KEQY171.SGD","NVDS","LU1852331112.SGD","LU0210533765.USD","LU1670756490.USD","LU0724617625.USD","LU2213496289.HKD","LU2433249047.HKD","LU2357125470.USD","LU2168563687.JPY","SOXQ","LU1244550494.USD","BK4548","LU2471134523.USD","LU1244550577.SGD","IE000Q6AESB8.SGD","IE00BQXX3C00.GBP","LU1992135399.USD","LU2236285917.USD","LU2326559502.SGD","LU2602419157.SGD","LU0889565833.HKD","LU1979441026.SGD","LU0276348264.USD","WUGI","AMDS","BK4512","CHPS","LU0345770308.USD","LU1037948897.HKD","IE00BMPRXN33.USD","HK0000914686.HKD","07788","LU1868837300.USD","LU0203202063.USD","IE00BMPRXR70.SGD","LU1988902786.USD","LU0342679015.USD","LU2506951792.HKD","CHAT","2NVD.UK","LU1992135472.HKD","AIQ","FAI","IE00BKDWB100.SGD","BAI","NVDA","LU2491050071.SGD","LU0323240290.USD","LU2417539215.USD","BK4579","LU0820562030.AUD","LU2125909916.SGD","LU0708995401.HKD","LU2063271972.USD","LU1934455863.HKD","LU1232071149.USD","LU1923622291.USD","LU0323591593.USD","SGXZ99366536.SGD","LU0861579265.USD","LU2294711713.HKD","SHOC","WISE","LU0109392836.USD","LU0158827781.USD","LU0006306889.USD","IE0034235188.USD","LU1674673428.USD","LU2237443382.USD","LU2491050154.USD","LU1868836757.USD","LU0158827948.USD","LU2045819591.USD","LU1084165304.USD","LU2456880835.USD","LU0348767384.USD","LU2249611893.SGD","JGRO","PSI","BK4148","IE000W1ABFV2.USD","LU1003077747.HKD","LU2097344357.USD","NVDB","SG9999015945.SGD","LU1066051498.USD","LU1119994496.HKD","LU2065171402.SGD","LU1974910355.USD","IE00B4JS1V06.HKD","SG9999002232.USD","LU1815333072.USD","LU1815336760.USD","SG9999014559.SGD","LU2265009873.SGD","SMHX","LU1645745479.HKD","LU1989764748.USD","LU2272731782.SGD","LU0672654240.SGD","CNAV","LU2092627202.USD","BK4141","LU0820561818.USD","IE0009G5SDU7.USD","LU0708994859.HKD","IE00B7SZL793.SGD","LU0175139822.USD","LU0353189763.USD","LU1303367103.USD","LU2168564149.EUR","LU2505996509.AUD","NVDL","LU1923623000.USD","LU1435385759.SGD","IE00B7KXQ091.USD","LU2054465674.USD","QQQA","LU0061474960.USD","LU1935043536.SGD","AMDL",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Coherent夜盘大涨5.08%，受美国拟禁中国数据中心产品法案及强劲财报预期双重提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1178409335","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178409335?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 12:59","pubTimestamp":1785905982,"startTime":"0","endTime":"0","summary":"Coherent在夜盘交易中股价大涨5.08%，延续了此前交易日的强势表现，成为市场焦点。消息面上，有报道称美国正在起草一项禁止使用中国数据中心产品的法案，推动美国本土光子学公司股价集体走强。Coherent作为AI基础设施光互连环节的核心供应商，其数据中心与通信业务在上季度已贡献超过七成营收，禁令预期与业绩高增前景共同构成了本轮股价上行的核心驱动。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":8,"totalSize":400,"code":"91000000","status":"200"}]}}