POET Technologies Inc（股票代码：POET）今日盘前股价大涨9.88%，引起了市场的广泛关注。
消息面上，近日市场发布POET Technologies深度研究报告，将其定位为AI光互连商业化拐点型标的。报告指出，AI驱动光互连需求爆发，全球高速光模块市场规模达180亿美元，800G/1.6T占比超60%，POET技术契合AI服务器内部互连与D2D通信需求。
公司已获得500万美元光引擎订单，员工数量同比增长41%至120人，显示业务扩张加速。该股前一交易日已上涨，市场情绪延续。
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