异动解读|Coherent盘中上涨4.18%,光通信板块集体反弹超跌修复需求释放

行情直击
Jul 20

7月20日,Coherent盘中上涨4.18%,报287.5美元/股,成交额5701.51万美元。光通信板块集体走强,同板块Lumentum涨3%,Credo涨超2%,康宁涨超1%。

消息面上,光通信板块自7月10日起经历连续回调,Coherent股价从332美元区域累计回落逾21%,本次反弹具有超跌修复特征。此外,公司获芯片法案5000万美元补贴用于扩建磷化铟产能,AI数据中心对高速光通信需求持续扩张,为板块中期景气度提供支撑。多家机构此前上调Coherent目标价至392-435美元区间,基本面预期未因短期回调受损。

(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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