光通信企业Coherent（COHR）今日盘中大涨9.43%，股价表现强劲。
消息面上，多重利好共同推动股价上涨。公司此前公布的第三财季业绩表现亮眼，营收同比增长21%创下纪录，非GAAP每股收益同比大幅增长55%。更重要的是，公司获得了英伟达20亿美元的股权投资，双方围绕CPO（共封装光学）等产品建立了长期战略合作关系，订单已排至2028年。此外，美银全球研究将公司目标价从365美元上调至400美元，中信证券也上调了其目标价。
产能方面，公司的6英寸磷化铟晶圆产线提前达产，单片晶圆产出芯片数是旧产线的4倍以上，成本大幅降低，有效缓解了行业产能瓶颈。在AI算力需求持续增长的背景下，光通信板块景气度向好，也为公司提供了良好的行业环境。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.