光通信概念股全线上攻 Coherent(COHR)涨6.99% 机构指GPU集群规模扩大致通信压力提升

金吾财讯
Jul 21

金吾财讯 | 美股光通信概念股全线上攻,截至发稿,MaxLinear (MXL) 涨 7.61%,AXT Inc (AXTI) 涨 7.19%,Coherent (COHR) 涨 6.99%,POET Technologies (POET) 涨 6.56%,Lumentum (LITE) 涨 6.79%,Tower 半导体 (TSEM) 涨 6.04%,Applied Optoelectronics (AAOI) 涨 6.50%,Astera Labs (ALAB) 涨 5.94%,Ciena (CIEN) 涨 5.96%,Lightwave Logic (LWLG) 涨 5.55%。消息面上,中国银河证券新近研究指,随着GPU集群规模扩大,数据中心内部通信压力持续提升,光互连成为重要发展方向。Vera Rubin量产Spectrum-XEthernet Photonics进一步验证光互连在下一代AI数据中心中的价值。硅光子技术渗透率的提升也将同步带动上游光芯片需求的高速增长。算力基建具备长期确定性,具备高端量产能力、深度绑定全球头部客户且掌握核心技术卡位的企业,或将优先受益,建议关注光块厂商、光器件厂商等行业相关标的。

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