异动解读 | 受英伟达投资及光模块需求推动,COHERENT盘前大涨5.08%

异动解读
Jun 08

COHERENT(股票代码:COHR)今日盘前股价大涨5.08%,引起了市场的广泛关注。

消息面上,此次上涨主要受到英伟达宣布20亿美元战略投资以及光通信板块全面爆发的催化。此前,该股在经历了连续回调后,当前盘前出现技术性反弹。基本面方面,英伟达的投资将用于光子技术研发及美国本土制造扩产,相关战略协议仍在执行中。同时,公司1.6T光模块需求持续爆发,小型可插拔光模块的出货目标已上调至500万颗,显示出强劲的业务增长前景。

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