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光通信板块强势 Coherent（COHR）涨7.24% 高盛上调光模块行业预期

金吾财讯
Sep 08

金吾财讯 | 美股盘初光通信板块强势，截止发稿，Applied Optoelectronics（AAOI）涨7.27%，Coherent（COHR）涨7.24%，Lumentum（LITE）涨6.67%，康宁（GLW）涨6.60%，AXT Inc（AXTI）涨5.96%，POET Technologies（POET）涨5.11%。消息面上，高盛最新研报大幅上调全球光模块市场预测，预计2026—2028年行业规模分别达677亿美元、1314亿美元、1485亿美元，较此前预期分别上调33%、81%、115%；同期全球光模块出货量也同步上调，三年出货量分别为5.48亿、6.91亿、7.29亿只。本轮行业预期上调，核心源于AI算力架构升级，并非单纯的服务器数量增长。AI整机柜规模化落地、云端ASIC芯片渗透率提升，叠加单颗AI芯片搭载光模块数量大幅增加，持续带动1.6T、3.2T高速光模块需求放量。产品端呈现明显高速迭代趋势，800G及以上高端光模块成为增长主力，2026至2028年市场规模将从452亿美元攀升至1295亿美元。800G逐步进入稳态、增速放缓，1.6T快速放量，3.2T自2027年起开启大规模出货，行业代际升级节奏明确。

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