9月11日，Coherent盘前上涨3.63%，报303.97美元/股，成交额1757.18万美元。
消息面上，第27届中国光博会（9月9日至11日）正在深圳举行，Coherent携6.4T CPO、1.6T VCSEL NPO、12.8T XPO等全栈光子方案参展，市场对下一代高速光互联产业化预期持续升温。此外，高盛近日大幅上调全球光模块市场预测，预计2026至2028年行业规模分别达677亿、1314亿、1485亿美元，较此前预期上调33%、81%、115%，核心驱动来自AI算力架构升级及1.6T、3.2T高速光模块需求放量。近期高通与亚马逊达成涵盖1.6T光连接的多代定制AI芯片合作，进一步强化光通信高景气预期。
（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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