POET Technologies Inc今日盘中大涨8.64%，引起了市场的广泛关注。
消息面上，此次股价上涨主要源于技术性超跌反弹。此前，因重要客户迈威尔半导体（Marvell）取消旗下Celestial AI的全部采购订单，POET股价曾单日暴跌约47%。该订单的取消，源于POET首席财务官在一场财经直播访谈中披露了订单金额超500万美元及发货时间表等细节，被迈威尔认定违反保密协议。此次反弹发生在股价经历大幅下挫之后。
该笔被取消的订单曾被视为POET光互连技术进入量产阶段的关键证据，其取消对公司基本面的长期影响仍有待观察。当前市场的反弹更多反映了短期超卖后的价格修复。
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