POET Technologies Inc（股票代码：POET）今日盘中股价大幅上涨16.80%，引起了市场的高度关注。
消息面上，此次大涨主要受多重因素驱动。首先，AI基础设施资本开支正处于高峰期，带动光模块及光引擎需求呈现爆发式增长，而POET作为基于专有光学Interposer平台的光子集成封装方案提供商，被市场视为光学互连领域的纯正标的，直接受益于此轮行业景气周期。其次，公司基本面持续向好，其与LITEON、Semtech、NTT等企业的合作关系稳固，800G/1.6T光学引擎产品正处于商业化爬坡的关键阶段，马来西亚光源产线预计将于今年第二至第三季度准备就绪，为未来增长提供产能支撑。此外，半导体及光通信板块今日整体走强，也为个股上涨提供了良好的板块环境。
值得注意的是，POET股价此前曾因大客户Marvell取消全部采购订单而经历大幅下跌，近期市场情绪显著修复，推动了股价的持续反弹。同时，与POET挂钩的2倍杠杆ETF（POEL）近期也出现大幅上涨，其被动买入资金进一步放大了个股的股价波动，加剧了今日的涨势。
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