光通信股上涨,AXT Inc涨5.40%,Coherent涨2.47%,Applied Optoelectronics Inc. (AAOI)涨2.17%。
太空股上涨,Rocket Lab USA, Inc. (RKLB)涨3.03%,SpaceX涨2.46%,AST SpaceMobile, Inc. (ASTS)涨2.18%。其中,SpaceX受机构预测2027年新增算力或超10GW、ARR或达3000亿美元影响。
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