周三，光通信板块逆市走高， Applied Optoelectronics Inc. 一度大涨超15%， Lumentum Holdings Inc.涨14%， COHERENT 涨逾7%， 康宁 涨逾4%。消息面上，OFC 2026大会集中释放AI基建需求信号，Applied Optoelectronics、Lumentum、Coherent等三家公司集中展示新产品。
周三，光通信板块逆市走高， Applied Optoelectronics Inc. 一度大涨超15%， Lumentum Holdings Inc.涨14%， COHERENT 涨逾7%， 康宁 涨逾4%。消息面上，OFC 2026大会集中释放AI基建需求信号，Applied Optoelectronics、Lumentum、Coherent等三家公司集中展示新产品。
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