异动解读|Coherent盘中上涨4.38%,扩充可插拔光线路系统产品组合叠加光通信板块持续走强

行情直击
Sep 18

9月18日,Coherent盘中上涨4.38%,报308.93美元/股,成交额2.25亿美元。

消息面上,Coherent宣布对其可插拔光线路系统产品组合进行全面扩展,集成全C波段放大功能,通过利用C波段全部频谱资源显著提升光纤传输能力,精准切入AI数据中心网络对高速互联的迫切需求。此前,Coherent已于中国光博会集中展出6.4T插槽式CPO、1.6T VCSEL NPO、12.8T XPO等多款面向AI算力的高速互联方案,产品力持续获市场认可。板块层面,光通信概念股集体走强,Ciena科技涨超7%,康宁涨超4%,行业景气度延续。高盛此前大幅上调全球光模块市场规模预测,叠加德银首覆AI硬件板块给予Coherent买入评级,机构看多信号对股价形成持续支撑。

Coherent是材料、网络和激光器领域的全球领导者,开发、制造和销售工程材料、光电子元件和器件,以及用于工业、通信、电子和仪器仪表市场的激光器。

(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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