“光模块巨头”Coherent电话会:CPO获超大订单,磷化铟芯片量产突破,1.6T光模块步入爆发期

华尔街见闻
Feb 05

光模块巨头Coherent表示拿下CPO“超大”订单,同时1.6T光模块加速放量,但获利了结压力导致股价盘后下挫2%。 2月4日美股盘后,Coherent公布2026财年第二财季业绩,调整后每股收益1.29美元,高于市场一致预期的1.22美元。营收16.9亿美元,同样超过预期,并创下季度新高。与去年同期相比,公司盈利与收入均实现明显增长。 公司称受AI数据中心建设带来的阶跃式需求拉动,数据中心相关...

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