COHERENT（股票代码：COHR）今日盘中大幅上涨5.45%，引起了市场的广泛关注。
消息面上，公司此前发布的第三季度财报表现强劲，Non-GAAP每股收益为1.41美元，超出市场预期，同比增长约55%；营收达18.06亿美元，创下历史新高，同样高于分析师一致预期。更为关键的是，英伟达宣布向Coherent战略注资20亿美元，并签署了延续至本十年末的多年期CPO（共封装光学）供应协议，将公司未来订单直接绑定于GPU出货量，目前订单已排至2028年。
此外，公司正在推进其InP（磷化铟）产线从3英寸晶圆向6英寸晶圆的转型。新的6英寸产线器件产量可达3英寸产线的4倍，而单位成本却不到后者的一半，此举有望显著提升公司的生产效率和成本竞争力。尽管此前因第四季度业绩指引处于预期低位导致股价有所回调，但英伟达的战略入股所带来的长期平台价值正逐步获得市场认可，推动股价延续企稳回升态势。
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