异动解读|Coherent盘前上涨3.04%,ECOC展示AI光学创新叠加光通信板块持续走强

行情直击
Sep 21

9月21日,Coherent盘前上涨3.04%,报326.33美元/股,成交额533.48万美元。

消息面上,Coherent于9月20日在ECOC大会上发布面向AI基础设施的新型光学技术及现场演示方案,持续强化其在AI数据中心光互联领域的产品布局。此前,公司已宣布扩充可插拔光线路系统产品组合并集成全C波段放大功能,同时在中国光博会上展出6.4T插槽式CPO、1.6T VCSEL NPO、12.8T XPO等多款高速互联方案,产品力密集释放。行业层面,高盛上调光模块行业预期,800G及以上高端光模块成为增长主力,AI算力架构升级驱动1.6T、3.2T需求持续放量,板块近期延续强势。

(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。)

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