6月10日，COHERENT盘前下跌3.07%，报345.52美元/股，成交额487.11万美元。消息面上，SemiAnalysis于6月9日发布重磅研报，同时看空CPO规模化落地与英伟达800V高压供电架构，指出CPO大规模商业化落地被推迟至2028至2029年，远晚于市场此前预期的2027年全面放量，核心瓶颈包括光引擎良率偏低、共封装集成难度高及整机成本不具备性价比。受此影响，6月9日美股光通信板块遭集体抛售，COHERENT单日重挫超11%，康宁跌超7%，Lumentum跌超8%。尽管英伟达高管公开反驳称CPO下半年将按计划扩产交付，但市场短期恐慌情绪仍在延续，盘前跌势未止。
（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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