金吾财讯 | 美股光通信板块开盘大幅上扬，POET Technologies (POET) 涨 19.80%，Coherent (COHR) 涨 5.45%，Applied Optoelectronics (AAOI) 涨 5.27%，Credo Technology (CRDO) 涨 4.19%，康宁 (GLW) 涨 3.79%。
消息面上，摩根士丹利 4 月 20 日发布研报指出，OFC 光纤通讯大会结束后，新增投资者持续布局光通信板块，买方资金规模持续扩容，对板块股价形成支撑。行业层面，多家相关企业本年度产能已全部排满，营收增长确定性显著提升，后续季度业绩核心看点转向利润率表现。同时行业存在多重变量，激光器产能扩张节奏尚不明确，加剧行业供需格局判断难度。此外行业内 “窄快” 与 “宽慢” 技术架构竞争持续，其中宽慢方案存在采用 MicroLED 替代磷化铟激光器的路径，长期或将重塑整个行业供应链体系。
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