光通信巨头COHERENT（COHR）今日盘中股价大涨5.15%，表现强势。
消息面上，英伟达近日宣布与COHERENT达成战略协议，将向后者投资20亿美元，并承诺采购其先进的激光和光网络产品，以锁定供应链产能，为下一代AI互联所需的共封装光学（CPO）技术布局。此外，COHERENT已确定将于本月晚些时候被纳入标普500指数，预计将吸引大量追踪该指数的被动资金流入。
行业分析指出，随着AI算力需求爆发，光通信正从传统光模块向CPO等先进技术跃迁，市场前景广阔。英伟达的GTC大会临近以及全球光纤通信大会（OFC）即将举行，进一步提振了市场对光通信板块的关注度。
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