光通信概念股POET Technologies Inc（POET）今日盘前股价大涨6.27%，引起了市场的广泛关注。
此次股价异动主要源于公司宣布与光互联初创公司Lumilens达成了一项重要的战略供应与联合开发协议。根据协议，双方将共同推进面向下一代人工智能光网络的晶圆级光子集成技术，Lumilens已向POET下达了首笔价值5000万美元的电-光中介层（EOI）平台光引擎采购订单。按照规划，未来五年内，Lumilens从POET的累计采购规模有望超过5亿美元。
这一重大商业合作对POET意义非凡，因为其2025财年营收仅为107万美元，5000万美元的初始订单及未来潜在的超5亿美元采购额，标志着公司技术正式进入大规模商业化兑现期，显著增强了市场对其在AI数据中心高速光互联领域增长前景的信心。
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