美股光通信板块盘初延续涨势，Credo涨超7%，Lumentum、Coherent涨超6%，迈威尔科技涨超4%，康宁涨超3%。 板块上行的根本驱动力还是来自AI带来的强劲需求。从产业链反馈看，AI算力投资持续增长，直接拉动了对光模块、光器件等产品的需求。
美股光通信板块盘初延续涨势，Credo涨超7%，Lumentum、Coherent涨超6%，迈威尔科技涨超4%，康宁涨超3%。 板块上行的根本驱动力还是来自AI带来的强劲需求。从产业链反馈看，AI算力投资持续增长，直接拉动了对光模块、光器件等产品的需求。
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