POET Technologies Inc (POET) 今日盘中股价大跌32.48%，引发了市场广泛关注。
消息面上，公司宣布已取消所有来自Celestial AI的采购订单，包括2023年披露的首批生产单元订单。收购Celestial AI的迈威尔半导体公司指出，取消订单的原因是POET违反保密义务，披露了与采购订单和发货信息相关的机密信息。此前，POET曾指控迈威尔在合作中存在违反保密协议的行为，这一系列的保密纠纷和重要订单的取消，严重打击了市场对该公司商业合作关系稳定性及未来营收预期的信心。
此前，该股因获得迈威尔采购订单及AI光通信行业高景气催化而连续大涨，但此次订单取消直接导致股价急速跳水，回吐近期全部涨幅。公司表示将继续专注于人工智能和光网络市场的产品研发，并推进向其他客户的订单交付。
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