9月14日，Coherent盘中下跌7.46%，报280.38美元/股，成交额7374.3万美元。
消息面上，周末期间Anthropic CEO公开呼吁行业主动放缓AI能力提升速度，OpenAI CEO奥特曼、马斯克相继表态赞同，OpenAI更宣布今年不再推进IPO计划，AI产业扩张预期骤然降温。Coherent作为AI算力光互联核心供应商，直接受到市场对AI资本开支放缓的担忧拖累。与此同时，美国联邦通信委员会（FCC）正式发布《通过设备授权计划防范通信供应链面临的国家安全威胁》最终规则，30日后生效，此前相关传闻曾短暂提振光通信板块，但靴子落地后板块普遍承压。其所在的电子元件行业中，康宁跌9.28%、威世科技跌7.84%、Lightwave Logic跌6.31%，板块整体走弱。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.