6月3日，POET Technologies盘中上涨8.68%，报15.01美元/股，成交额1.99亿美元，连续三个交易日大幅上涨。
消息面上，英伟达CEO黄仁勋在台北国际电脑展发表重磅讲话，宣布Spectrum-X以太网硅光技术已全面量产，新一代交换机基于光电一体封装技术（CPO）构建，可实现能效提升5倍，带动光通信板块集体走强。POET Technologies作为晶圆级光子集成领域核心标的，其专利Optical Interposer™平台可将电子与光子器件无缝集成到单芯片，组装成本降低70%、良率达90%，直接受益于AI数据中心对高速光互连的需求爆发。此外，公司此前获4亿美元投资并与Lumilens达成5亿美元采购协议，商业化进程加速亦为股价提供支撑。同业迈威尔科技涨7.89%，英特尔涨5.19%。
（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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