9月16日，Coherent盘前上涨3.02%，报279.35美元/股，成交额409.62万美元。此前一个交易日，受三大AI巨头呼吁放缓AI研发引发恐慌，Coherent单日重挫12.73%，光通信板块遭遇集体抛售。
消息面上，花旗最新研报指出半导体股近期回调是难得的买入机会，认为市场对AI支出放缓的担忧已明显过度，AI推理需求持续增长叠加供应端紧张将支撑产业资本投入进一步扩大。同时，美银证券将2030年全球半导体TAM预测由2.7万亿美元上调至3.2万亿美元，并强调存储芯片短缺及价格上涨仍是行业增长的关键杠杆。光通信板块盘前整体走高，Lumentum涨1.92%，康宁涨1.71%，迈威尔科技涨1.74%。
（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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