7月21日，POET Technologies盘中上涨8.37%，报8.115美元/股，成交额2247.74万美元。
消息面上，美股光通信概念股全线上攻，板块内MaxLinear涨7.61%、AXT涨7.19%、Coherent涨6.99%、Lumentum涨6.79%。机构研究指出，随着GPU集群规模持续扩大，数据中心内部通信压力显著提升，光互连成为重要发展方向；Vera Rubin量产Spectrum-X Ethernet Photonics进一步验证光互连在下一代AI数据中心中的核心价值，带动相关标的集体走强。
POET Technologies是一家基于专有POET光学Interposer平台提供光子集成封装解决方案的企业，技术面向数据中心收发器光学引擎，旨在满足AI领域不断增长的性能需求。
（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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