6月12日，COHERENT盘中上涨3.21%，报375.29美元/股，成交额4.18亿美元。消息面上，该股此前受SemiAnalysis看空CPO研报冲击，6月9日单日重挫超11%，连续急跌后超卖修复需求持续释放。与此同时，英伟达高管公开反驳称CPO下半年将按计划扩产交付，对市场恐慌情绪形成有效对冲。同板块康宁同日上涨0.99%，板块整体企稳对个股形成支撑。基本面方面，英伟达20亿美元战略投资协议仍在执行中，公司1.6T光模块需求持续爆发，长期增长逻辑未发生根本改变。
（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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