异动解读|COHERENT盘中上涨3.32%,光通信板块普涨叠加磷化铟工厂扩建与CHIPS法案补贴催化延续

行情直击
Jun 22

6月22日,COHERENT盘中上涨3.32%,报417.33美元/股,成交额7.94亿美元。消息面上,光通信概念股近期普涨,板块整体走强对个股形成持续支撑。此前英伟达CEO黄仁勋与Coherent CEO吉姆·安德森共同出席得克萨斯州Sherman磷化铟工厂扩建奠基仪式,该项目聚焦6英寸磷化铟晶圆与光互连产能,扩建后生产面积翻倍、晶圆产能提升四倍,同时公司获得CHIPS法案5000万美元专项补贴。英伟达此前已向公司投资20亿美元并签署长期采购协议,机构预测AI数据中心对磷化铟需求年复合增长率将达85%,产能扩张进一步确立公司行业龙头地位。同板块康宁同日上涨4.48%,板块共振效应显著。

(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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