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Coherent

288.02

-24.6000-7.87%

盘后：288.160.1400+0.05%16:44 EDT

成交量：705.47万

成交额：20.56亿

市值：567.20亿

市盈率：69.91

高：306.00

开：306.00

低：284.10

收：312.62

52周最高：440.00

52周最低：108.19

股本：1.97亿

流通股本：1.96亿

量比：1.01

换手率：3.60%

股息：- -

股息率：- -

每股收益(TTM):4.12

每股收益(LYR):4.12

净资产收益率：7.98%

总资产收益率：3.39%

市净率：5.20

市盈率(LYR):69.91

数据加载中...

总览公司新闻资讯公告

为什么Lumentum和Coherent成为周三标普500指数涨幅最大的股票？

老虎资讯综合

BUZZ——美国股市行情动态-Robinhood、哈特福德保险公司、SpaceX

异动解读｜Coherent盘中上涨3.98%，花旗与美银接连看多半导体及光通信板块提振反弹

美股开盘 | 三大股指小幅高开，光通信概念股集体走强

老虎资讯综合

异动解读｜Coherent盘前上涨3.02%，花旗与美银接连看多半导体及光通信板块提振反弹

美股光通信股盘前普涨 Lumentum涨1.92%

每日经济新闻

半导体板块整体反弹费城半导体指数涨1.40% Arm Holdings（ARM）升4.83%

美股费城半导体指数涨幅扩大，COHERENT涨超4%，高通、英特尔、迈威尔涨超3%，SK海力士、ARM、超威半导体涨超2%

异动解读｜Coherent盘中上涨4.32%，特朗普抨击AI降速论叠加机构称长期逻辑未变推动超跌反弹

“木头姐”力挺AI巨头主动放缓开发：有利行业长期发展，AI安全担忧不应被夸大

老虎资讯综合

美股存储、光通信、云计算服务商概念股集体走低，康宁跌超9%、慧荣科技跌超8%、NEBIUS、CoreWeave跌超6%

老虎资讯综合

异动解读｜Coherent盘中下跌7.46%，AI放缓论冲击半导体及光通信板块叠加加息预期升温

“大空头”Burry狠批AI巨头呼吁放缓研发：纯属自私自利，为IPO造势炒作，遮掩增长乏力困境

老虎资讯综合

光通信板块盘前承压明显康宁（GLW）跌7.12%、迈威尔科技（MRVL）跌6.66%

异动解读｜Coherent盘前下跌4.44%，AI放缓论冲击半导体及光通信板块叠加加息预期升温

一周美股牛榜｜甲骨文重燃AI基建行情！慧与科技、Skyworks周涨近20%，戴尔、AMD周涨超8%；Ciena周涨9%带动光模块

老虎资讯综合

异动解读｜Coherent夜盘下跌5.62%，报288.22美元

美股光通信概念股集体上涨，Coherent涨超3%

异动解读｜Coherent盘中上涨3.69%，光博会持续催化叠加高盛大幅上调光模块行业预期

异动解读｜Coherent盘前上涨3.63%，光博会持续催化叠加高盛大幅上调光模块行业预期

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三大股指小幅高开，光通信概念股集体走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1172108912","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172108912?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 21:30","pubTimestamp":1789565430,"startTime":"0","endTime":"0","summary":"9月16日，美股三大股指小幅高开，道琼斯指数涨0.01%，标普500指数涨0.26%，纳斯达克综合指数涨0.48%。光通信概念股走强，Ciena科技涨超4%，Lumentum、Applied Optoelectronics、Coherent涨超3%，康宁、Astera Labs、Credo、POET 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21:43","pubTimestamp":1789479792,"startTime":"0","endTime":"0","summary":"北京时间15日晚，美股开盘后，费城半导体指数涨幅小幅扩大，最高涨1.55%。个股方面，COHERENT股价上涨超4%，高通、英特尔、迈威尔科技涨超3%，SK海力士、ARM、超威半导体涨超2%，美光科技、阿斯麦、闪迪涨超1%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609153875011528.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609153875011528.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU2250418816.HKD","LU1868836591.USD","EPAI","LU2931357623.SGD","SKDD","GB00BDT5M118.USD","LU2089985449.USD","LU1956131251.USD","LU2264538146.SGD","IE000M9KFDE8.USD","LU0238689110.USD","IE00B19Z4B17.USD","BK4554","LUMA","ARMW","ILOW","LU2360107168.USD","LU2471134879.HKD","IE0031619046.USD","ARMA","LU0323591593.USD","BK4535","ARM","BK4602","IE000MB6IJN5.SGD","IE00BJLML261.HKD","LU0353189763.USD","LU1815336760.USD","SKHA","LU1066051811.HKD","LU2361044865.SGD","LU1242518857.USD","IE0001KFT4U8.USD","LU1280957306.USD","IE00BLSP4239.USD","LU0081259029.USD","LU0868494617.USD","SGXZ99366536.SGD","LU0820561909.HKD","SKHQ","LU0203345920.USD","WISE","IE0034235303.USD","HK0000304797.USD","LU2023250330.USD","TTEQ","LU0823397103.USD","EMSF","BK4512","LU1674673428.USD","LU0823413587.USD","BK4566","TRFK","DBEF","LU2860962120.EUR","LU0048573561.USD","LU0792757196.USD","PTF","AMDS","LU2272731865.HKD","LU2417539215.USD","PQNT","LU0084288322.USD","LU0348723411.USD","SOXY","LU2357305700.SGD","BK4609","IE00BQXX3D17.EUR","QCMU","LU1778281490.HKD","LU0256863811.USD","BK4141","LU1066053197.SGD","INTC","COHX","CGIC","MUD","IE000SO60NU8.SGD","BK4515","LU1992135472.HKD","DRIV","CGGO","SQCOMmain","LU0823397285.USD","LU0133085943.USD","LU1316542783.SGD","IE00BK4W5L77.USD","SG9999002224.SGD","LU0823434583.USD","LU1868837136.USD","MU","AMD","LU1861558580.USD","LU2236285917.USD","SGXZ81514606.USD","LU2756315664.SGD","LU1548497426.USD","LU2896262040.SGD","BK4581","IE0000B7K699.USD","DAMD","LU2290526834.HKD","LU1084165304.USD","LU0251142724.SGD","IE00BKVL7J92.USD","LU0957808578.USD","IE00BN8TJ469.HKD","SKHYV","LU1642822529.SGD","IE00BKDWB100.SGD","LU0943347566.SGD","LU1235294995.USD","COHH","LU2211815571.USD","LU1551013342.USD","LU0689472784.USD","LU2242649171.HKD","GSID","FENI","SG9999001424.SGD","LU1496350502.SGD","LU1861559042.SGD","IE0004445239.USD","COHC","BK4612","LU1989772840.SGD","BK4527","LU0109391861.USD","LU0708995401.HKD","BK4533","LU1066051225.USD","BK4561","LU0266013472.USD","LU2458330169.SGD","LU1674673691.USD","LU0198837287.USD","FDTX","LU1366333091.USD","MIC","IE0004091025.USD","SG9999002232.USD","LU0719512351.SGD","HBMX","COHR","LU0820561818.USD","LU1989772923.USD","LU1303367103.USD","LU2168564222.USD","LU0640476718.USD","SMHX","LU1868837300.USD","LU2764263039.SGD","ASMG","LU0154236417.USD","LU2048586759.USD","XLK","BK4604","LU0742534661.SGD","MRVL","LU2764263203.CNY","LU0079474960.USD","LU1629891620.HKD","SKHY","LU0251131958.USD","SAMD0main","LU1989764664.SGD","QCOM","SOX","LU0859254822.USD","CHAT","BAI","SKHX","LU1720051108.HKD","LU1861215975.USD","QCML","LU0683600562.USD","IFLR","LU1989764748.USD","JGRO","IE000WAW04H5.SGD","QCMD","LU0444973449.USD","LU1244550494.USD","EFIV","IE00BZ1G4Q59.USD","MUYY","IE00BBT3K403.USD","LU1267930730.SGD","SKHU","LU2168564149.EUR","LU0256863902.USD","LU2750360997.AUD","LU2361044949.HKD","IE0002270589.USD","BK4575","QQQA","BK4148","IE00BD6J9T35.USD","LU1145028129.USD","LU1914381329.SGD","IE00B7SZLL34.SGD","LU0345774391.USD","LU2473716301.USD","BK4543","IE00BQXX3F31.USD","LU2108987350.USD","LU2168563687.JPY","IXN","LU2023250504.SGD","ARMU","XNTK","LU0979878070.USD","SK","SOXQ","LU2054465674.USD","INYY","BK4532","IE00B19Z3581.USD","LU1069344957.HKD","AIS","SINTCmain","HK0000914686.HKD","LU2360106780.USD","EFA","LU1988902786.USD","LU2168564065.EUR","IE00BSNM7G36.USD","LU0823413660.USD","IE00BK4W5M84.HKD","LU2456880835.USD","SMH","LU0476273544.USD","LU0056508442.USD","IE000BZT7R73.USD","LU0889565833.HKD","MVLL","HK0000914660.USD","07709","LU1119994496.HKD","LU0820562030.AUD","DRMY","LU1823568750.SGD","LU1880398554.USD","LU2213496289.HKD","BK4553","SG9999015945.SGD","IE00BMPRXN33.USD","GAMR","LU1232071149.USD","VGT","LU0109392836.USD","TTXU","LU2403377893.USD","BK4585","LU2272731782.SGD","MRVX","IE00B19Z3B42.SGD","LU0345774631.USD","MUU","SPRX","IE00B5949003.HKD","MULL","ARMG","AMYY","IE00BWXC8680.SGD","LU1323610961.USD","LU2720916845.USD","BK4588","IE00BVYPNQ40.USD","LU2764262908.HKD","SKHZ","LU2458330243.SGD","LU2087625088.SGD","ILDR","CHPX","BK4573","LU0444971666.USD","IE00BGHQDM52.EUR","LU1267930813.SGD","LU1035775433.USD","LU2756315318.SGD","SMU00main","IE00BLSP4452.SGD","AMDG","LU2357627491.SGD","BK4598","WUGI","LU2543165471.USD"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21:33","pubTimestamp":1789479191,"startTime":"0","endTime":"0","summary":"9月15日，Coherent盘中上涨4.32%，报277.72美元/股，成交额1.14亿美元。此前一个交易日，受Anthropic、OpenAI、xAI三大AI巨头罕见联手呼吁放缓前沿模型迭代影响，Coherent单日暴跌近13%，光通信板块遭遇重挫。消息面上，特朗普公开抨击Anthropic CEO，明确表态AI发展不能\"踩刹车\"，一定程度上缓解了市场对AI产业全面降速的恐慌情绪。与此同时，伯恩斯坦逆势发声指出，放缓前沿模型迭代不等于削减算力投资，AI基础设施长期建设逻辑未变。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"特朗普力挺AI，Coherent超跌反弹","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1184011020","title":"“木头姐”力挺AI巨头主动放缓开发：有利行业长期发展，AI安全担忧不应被夸大","url":"https://stock-news.laohu8.com/highlight/detail?id=1184011020","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184011020?lang=zh_cn&edition=fundamental","pubTime":"2026-09-15 15:37","pubTimestamp":1789457847,"startTime":"0","endTime":"0","summary":"方舟投资创始人“木头姐”Cathie Wood周二表示，AI行业领军人物近期提出放缓模型能力快速发展的倡议，是保障AI行业安全、推动长期健康发展的积极一步。相关表态一度引发资本市场对AI行业增长前景的重新评估。她认为，市场加强对AI发展方向的审视并非坏事，反而有利于行业建立更加稳健的发展框架。不过，美国总统特朗普周一表示，美国现有体系已经具备监管AI企业并对违法行为进行追责的能力。与此同时，Altman表示，OpenAI不会在2026年上市。","market":"us","thumbnail":"https://abmedia.io/wp-content/uploads/2026/02/Cathie-Wood-on-AI-and-Bitcoin.jpg","type":0,"news_type":0,"thumbnails":["https://abmedia.io/wp-content/uploads/2026/02/Cathie-Wood-on-AI-and-Bitcoin.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"8bb6a724a21b4ebb977569c18a67b52c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MUYY","DLLL","NVDB","COHC","GOGL","CRWV","MSFL","AMZP","AMDY","NVDL","AMDC","NVYY","GOOY","AMZY","GOOP","SMCX","GOU","MUD","MUG","AMYY","MSFW","AMZZ","AVGU","AMDL","COHH","SMCZ","NVDS","MSFC","SMYY","CRDU","AVS","MUU","GOOGL","AVGC","CRWG","GOOL","AVGX","AMZN","NVDQ","NVII","GOOX","CIEG","AVGW","MIC","HPEL","SMCY","NVDO","MVLL","07388","AVGG","AMZG","AZYY","DELL","COHQ","LITX","LITZ","CRD","CIEX","AMAA","07788","AMZU","CRWU","ANET","SMCL","MSFY","AMZD","LITU","NVDW","CRWX","NVDY","AMZW","AMUU","COHX","HPE","NVDA","ANV","COHR","NVDG","NVDD","AMDW","GOOW","GGLL","AMZO","MRVU","MSFD","MRVX","LITE","AVGO","CWVX","MSFT","ANEL","SMCI","NVC","AMD","AVL","MSFU","MULL","NVDU","NVDX","SMCC","AMDD","GGLS","CORD","LITG","CRDO","CWII","LITC","CIEN","MSFX","MUZ","MU","AMDG","GOOG","DIPS","DAMD","MRVL","NVD","MSFO"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1188014182","title":"美股存储、光通信、云计算服务商概念股集体走低，康宁跌超9%、慧荣科技跌超8%、NEBIUS、CoreWeave跌超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188014182","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1188014182?lang=zh_cn&edition=fundamental","pubTime":"2026-09-14 21:35","pubTimestamp":1789392930,"startTime":"0","endTime":"0","summary":"9月14日，美股存储概念股普跌，$慧荣科技$跌超8%，$SK海力士$、$闪迪$、$美光科技$、$希捷科技$跌超6%，$西部数据$跌超5%；光通信概念股普跌，$康宁$、$Coherent$跌超9%，$Astera Labs$跌超8%，Lumentum、$Applied Optoelectronics$跌超7%，$Credo$、$Ciena科技$、POET Technologies、$Fabrinet$跌超6%；云计算服务商概念股走低，$NEBIUS$、$CoreWeave$跌超6%，$甲骨文$跌进5%。","market":"us","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FDIF","LU0203347892.USD","LU1935043023.USD","NBIG","LU0823421416.USD","LU0823431647.USD","LU0256863811.USD","IE00B19Z3581.USD","IE0031619046.USD","SG9999003800.SGD","MQQQ","LU1992135399.USD","LU1989772840.SGD","LU2860962120.EUR","03086","LU1720051017.SGD","LU1935042991.SGD","LU0642271901.SGD","BK4581","LU1935042215.USD","RULE","LU0234570918.USD","IXN","AAOX","CRDO","LU0234572021.USD","LU1815336760.USD","LU0640476718.USD","LU0950373646.USD","LU0061475181.USD","LU1804176565.USD","LU1956131251.USD","ORCU","FTXL","EEMO","CIEX","LU2089985449.USD","LU2357305700.SGD","BK4157","COHR","SKHA","NJUL","LU2403377893.USD","TECY","LU0240878834.USD","LU2168564065.EUR","LU2168563687.JPY","OPTZ","LU1861220033.SGD","MUU","SKYY","GOOP","LU0444973449.USD","SMHX","NBIL","BK4527","LU1935043536.SGD","CWII","LU0963586101.USD","CHAT","LU2272731865.HKD","BK4566","FDTX","LU0433182093.SGD","LU2272731600.USD","GLW","LU0823431563.USD","SOXQ","GOOW","03034","LU0353189763.USD","WUGI","LU2458330169.SGD","SHOC","LU1366192091.USD","MSFD","LU0266013472.USD","BK4148","AIQ","ALAB","BK4538","BK4575","BK4516","GGLL","IE0009354923.USD","LU0672654240.SGD","LU2265009873.SGD","BK4553","JGRO","LU2357627491.SGD","SIXG","LU1868836914.USD","IE00BWXC8680.SGD","LU0823413587.USD","MSFU","LU0154236417.USD","HYNX","LRGE","SKYU","QQQM","LU1548497426.USD","CRWV","LU0096364046.USD","LU1989772923.USD","NAPR","IE0002270589.USD","LU0859254822.USD","IE00B19Z4B17.USD","LU0127658192.USD","QQQA","BK4579","SKHN","LU2168564222.USD","STXU","LU2125910500.SGD","ANEW","LU1868836757.USD","SG9999002950.SGD","BK4145","SNDG","LU0068578508.USD","LU0719512351.SGD","SMH","LU1934455863.HKD","LU1280957306.USD","COHX","LU2458330243.SGD","CWC","SNXX","ALA","XTL","LU0985489474.SGD","LU2054465674.USD","LU2168564149.EUR","LU1551013342.USD","LU1429558221.USD","LU0130102774.USD","LU1145028129.USD","CHPS","BK4588","MIC","BK4585","EGGY","LU2756315664.SGD","MU","LU1069347547.HKD","LU2213496289.HKD","ORCL","IE00B894F039.SGD","XSD","LU1983260115.SGD","BK4533","LU2168564495.EUR","LU0082616367.USD","LU0820562030.AUD","SK","IE00B1XK9C88.USD","BK4020","BK4526","LU1267930813.SGD","IE0034235303.USD","LU1670627923.USD","LU0965508806.USD","LU0054578231.USD","SQQQ","LAZR","LU1861215975.USD","LU2102340556.USD","LU2360106780.USD","LU0823397285.USD","LU1267930730.SGD","BK4515","LU0957808578.USD","LU2048586759.USD","LU1003077747.HKD","SKHX","GOOY","LU1989764748.USD","MSFY","LU0823413660.USD","LU1992135472.HKD","LU0070302665.USD","LU1989764664.SGD","LU1868836591.USD","BERZ","09834","AAOZ","IE00B7SZL793.SGD","LU2063271972.USD","IE00B3S45H60.SGD","LU0198837287.USD","LU2108987350.USD","LU2236285917.USD","LU0175139822.USD","07266","FWD","MSFC","LUMA","LU2750360641.GBP","07261","BK4543","BK4609","LU0157215616.USD","LU0476273544.USD","LU0289960550.SGD","SCHA","CORD","CGGO","LU2471134952.CNY","ORAC","FTEC","LU0965509283.SGD","BK4097","LU0256863902.USD","LU1629891620.HKD","LU0964807845.USD","LU0109391861.USD","LU1934455194.USD","SKHZ","LU1861558580.USD","LU0081259029.USD","02834","IE00B7SZLL34.SGD","TRFK","LU1720051108.HKD","TQQQ","CRD","LU2023250330.USD","FAI","SORCLmain","LU0889566641.SGD","MUD","WLDR","LU0133085943.USD","LU0878866978.SGD","PTF","QMAR","MFIG","WDCX","SKHQ","FOTO","RAM","LU1046421795.USD","NOCT","LU2326559502.SGD","CLDL","DRMY","MUZ","QQQ","LU0648001328.SGD","TMSL","AAOI","LU1366333091.USD","TQQY","LU0109392836.USD","LU2471134879.HKD","SIMX","BK4593","SNDU","WDC","LU0689472784.USD","CRWG","LU1316542783.SGD","LU0240877869.USD","LU0545039389.USD","LU1868837136.USD","LU0203345920.USD","LU1852331112.SGD","LU2237957811.SGD","GOOX","IE00BFMHRM44.USD","LU2750360997.AUD","XITK","IETC","LU2896262040.SGD","LU0162691827.USD","XT","SKHYV","IE00B775SV38.USD","BK7142","FCLD","CRWX","GPIQ","FN","SG9999001424.SGD","GB00BDT5M118.USD","BK4141","BK4554","FFTY","LU1674673691.USD","SIMO","LU1506573853.SGD","09086","LU2360107168.USD","LU0861579265.USD","SNDQ","LU1323610961.USD","LU2473716301.USD","LU0661504455.SGD","BK4170","AAOG","TDIV","CRDU","LU0531971165.HKD","LU0949170772.SGD","LU0889565833.HKD","LU2322448791.USD","NEBX","IE00BMPRXR70.SGD","LU1551013425.SGD","MSFO","LU0792757196.USD","LU2237957902.USD","LU2471134796.USD","CNEQ","LU0353189680.USD","USXF","LU0823397103.USD","AIFD","CLOU","BK4534","ARTY","IE00B19Z3B42.SGD","COHQ","LU0006061336.USD","IE00BLSP4239.USD","VGT","GLWG","GOU","LU0965509101.SGD","LU0820561818.USD","NBIC","STXX","EDZ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21:34","pubTimestamp":1789392889,"startTime":"0","endTime":"0","summary":"9月14日，Coherent盘中下跌7.46%，报280.38美元/股，成交额7374.3万美元。消息面上，周末期间Anthropic CEO公开呼吁行业主动放缓AI能力提升速度，OpenAI CEO奥特曼、马斯克相继表态赞同，OpenAI更宣布今年不再推进IPO计划，AI产业扩张预期骤然降温。Coherent作为AI算力光互联核心供应商，直接受到市场对AI资本开支放缓的担忧拖累。其所在的电子元件行业中，康宁跌9.28%、威世科技跌7.84%、Lightwave Logic跌6.31%，板块整体走弱。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Coherent重挫，AI放缓论冲击光通信板块","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187603705","title":"“大空头”Burry狠批AI巨头呼吁放缓研发：纯属自私自利，为IPO造势炒作，遮掩增长乏力困境","url":"https://stock-news.laohu8.com/highlight/detail?id=1187603705","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187603705?lang=zh_cn&edition=fundamental","pubTime":"2026-09-14 17:51","pubTimestamp":1789379463,"startTime":"0","endTime":"0","summary":"Michael Burry质疑OpenAI、Anthropic等AI巨头放缓AI发展的呼吁，并称这一推动“更多是为了自身利益”。Burry认为，OpenAI、Anthropic以及其他主要AI公司的相关呼吁，可能通过放缓快速发展的竞争来保护现有巨头。不过，OpenAI首席执行官Sam Altman表示，公司今年不会上市，当前进行IPO并不是合适的时机。Burry认为，这些警告也可能为“增长真正出现无法控制的放缓”提供掩护，因为相关公司的IPO似乎正在被推迟。上述言论正值多位知名AI行业人士呼吁放缓AI发展之际。","market":"us","thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcQpg805ffqYtFs7-dZwF-KyzJ-cO0_5eLii5Cd3wSQBQw&s=10","type":0,"news_type":0,"thumbnails":["https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcQpg805ffqYtFs7-dZwF-KyzJ-cO0_5eLii5Cd3wSQBQw&s=10"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"92a7f5f4aa264c2793397c9dc1d602d4","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MSFO","CORD","CRWV","MUG","AMZD","COHC","GGLL","NVDD","COHQ","AMZW","MSFD","AMDG","07388","COHR","MIC","CRWX","SMCL","CRDO","GOU","MRVU","NVDO","MSFY","CRWG","CIEN","AVGU","AVGC","GOOP","NVII","MU","AMZN","AVGX","AMD","MSFU","LITZ","CWVX","CRD","AMUU","MUZ","SMYY","AMDW","ANV","NVDA","NVDL","NVYY","AVGG","MSFL","AMYY","DAMD","GOOGL","SMCY","AMAA","MSFT","NVDX","NVDY","NVDG","NVDQ","MRVL","AVL","AMDL","GOOX","MULL","AMZZ","COHX","AMDD","GOOL","LITC","SMCX","CIEG","CIEX","GOOW","HPEL","MVLL","CWII","AMDC","NVDU","AMDY","SMCI","COHH","NVDB","MSFX","LITX","AMZU","DELL","AVS","NVD","LITE","MUYY","AMZG","GOGL","HPE","GOOG","MSFC","DIPS","07788","DLLL","MSFW","AMZP","NVDS","LITU","NVDW","AMZO","LITG","NVC","GGLS","MUD","GOOY","SMCZ","CRDU","MRVX","ANEL","ANET","AMZY","AVGO","MUU","SMCC","AZYY","CRWU","AVGW"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2667659776","title":"光通信板块盘前承压明显 康宁（GLW）跌7.12%、迈威尔科技（MRVL）跌6.66%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667659776","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667659776?lang=zh_cn&edition=fundamental","pubTime":"2026-09-14 16:34","pubTimestamp":1789374871,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信板块盘前承压明显，截至发稿，康宁 跌7.12%，迈威尔科技跌6.66%，Coherent跌6.60%，Ciena跌5.59%，Astera Labs跌5.26%，安费诺跌3.96%。消息面上，上周美国联邦通信委员会相关最终规则正式落地，FCC在联邦公报发布最终规则《通过设备授权计划防范通信供应链面临的国家安全威胁》，30日后正式生效。此前，FCC将限制中国光通信企业传闻一度刺激美股光通信板块显著拉升。不过，全球范围来看，光通信板块看多信号普遍。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/Yzk2MTU4OTVjMjIwMzU3MzgyMjUzNg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/Yzk2MTU4OTVjMjIwMzU3MzgyMjUzNg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305980","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0127658192.USD","RULE","LU0963586101.USD","IE00B19Z4B17.USD","IE00BYQQ9H92.USD","LU1119994496.HKD","IE00BLSP4452.SGD","IE00B7SZL793.SGD","LU0205194284.USD","LU0082616367.USD","LU2211815571.USD","LU0323240290.USD","BK4604","LU0106261612.USD","ARTY","LU1366192091.USD","IE00BD6J9T35.USD","HVAC","BK4585","SGXZ51526630.SGD","LU1244550221.USD","IE0031619046.USD","IE00BQXX3D17.EUR","IE00BMPRXQ63.HKD","MVLL","FDTX","LU2089985449.USD","LU2543165471.USD","LU1861215975.USD","GLW","LU1914381329.SGD","LU1267930730.SGD","LU0708995401.HKD","LU2272731782.SGD","AIS","APHG","DTCR","QQQA","SG9999014880.SGD","IE00BMPRXR70.SGD","LU2473716301.USD","LU0205193047.USD","LU1852331112.SGD","GLWG","LU0274383776.USD","LU2048586759.USD","COHQ","LU2413666426.HKD","COHH","GTEK","LU0187121727.USD","LU1989764664.SGD","ALAB","LU1169589451.USD","LU1992135399.USD","LU2931357623.SGD","IE00BN8TJ469.HKD","LU0240878834.USD","LU2272731865.HKD","SG9999014914.USD","BK4605","LU1720051108.HKD","LU0154245756.USD","LU0444973449.USD","LU1261432733.SGD","LU0823421416.USD","LABX","LU0823421333.USD","BK4020","LU1235294995.USD","SGXZ31699556.SGD","LU0957808578.USD","CHAT","CIEG","IE00BZ199S13.USD","CIEX","LU0323239441.USD","LU2322448791.USD","SG9999000418.SGD","BK4515","SG9999017495.SGD","LU0444971666.USD","IE00BGHQF417.EUR","LU0081259029.USD","LU1244550494.USD","BK4141","LU1316542783.SGD","LU1169590202.USD","LU2458330243.SGD","LU2458330169.SGD","LU1642822529.SGD","FXL","LU0056508442.USD","SG9999018865.SGD","BK4581","BK4543","LU1084165304.USD","LU2322448957.HKD","SG9999014906.USD","LU1992135472.HKD","AIFD","SPRX","IE00BLSP4239.USD","IE00BFXG0V08.USD","APHU","IE00BBT3K403.USD","LU2413666699.HKD","LU0012050646.USD","LU0719512351.SGD","IE00BMPRXN33.USD","LU0061475181.USD","IE00BQXX3F31.USD","LU2098885051.SGD","MRVU","LU0347712357.USD","LU2272731600.USD","SGXZ99366536.SGD","LU0109391861.USD","SMHX","WUGI","XSD","SOXY","LU1548497426.USD","IE0004091025.USD","LU0154245673.USD","FAI","LU0476273544.USD","LU2244417387.USD","LU0320765059.SGD","EGGY","BK4148","IE00BFMHRM44.USD","LU1244550577.SGD","BK4588","LU2265009873.SGD","LU1633808545.USD","XNTK","LU1046421795.USD","SG9999014898.SGD","MRVL","FTXL","CIEN","ALA","IE00BQXX3C00.GBP","LU2237957811.SGD","IE00B2PGVK34.USD","LU0786609619.USD","LU0348723411.USD","COHC","LU1720051017.SGD","IE0004086264.USD","LU1303367103.USD","LU0240877869.USD","COHX","LU2357305700.SGD","SG9999018857.SGD","LU0672654240.SGD","MADE","AIPI","BK4157","IE00B66KJ199.SGD","LU1861220033.SGD","IE00B5TLWC47.USD","LU1823568750.SGD","LU0266013472.USD","COHR","COWG","LU1815336760.USD","LU2360107168.USD","XTL","LU0342679015.USD","APH","LU0823434740.USD","LU2237957902.USD","IE00B3CCJ633.GBP","LU0154236417.USD","LU0642271901.SGD","LU0823434583.USD","MRVX","LU1721428933.USD","LU1989764748.USD","SGXZ81514606.USD","BK4512","LU1804176565.USD","LU2290526834.HKD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1112239888","title":"异动解读｜Coherent盘前下跌4.44%，AI放缓论冲击半导体及光通信板块叠加加息预期升温","url":"https://stock-news.laohu8.com/highlight/detail?id=1112239888","media":"行情直击","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1112239888?lang=zh_cn&edition=fundamental","pubTime":"2026-09-14 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CEO奥特曼、马斯克相继表态赞同，OpenAI更宣布今年不再推进IPO计划，AI产业扩张预期骤然降温，半导体暗盘率先下挫，美光科技、SK海力士、英特尔等跌超5%。Coherent作为AI算力光互联核心供应商，直接受到市场对AI资本开支放缓的担忧拖累。其所在的电子元件行业中，康宁跌5.94%、威世科技跌3.58%，板块整体承压。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"AI放缓论冲击光通信，Coherent盘前承压","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1144756430","title":"一周美股牛榜｜甲骨文重燃AI基建行情！慧与科技、Skyworks周涨近20%，戴尔、AMD周涨超8%；Ciena周涨9%带动光模块","url":"https://stock-news.laohu8.com/highlight/detail?id=1144756430","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1144756430?lang=zh_cn&edition=fundamental","pubTime":"2026-09-14 10:57","pubTimestamp":1789354649,"startTime":"0","endTime":"0","summary":"Ciena涨近9%，光模块市场预期持续升温 $Ciena科技$本周上涨近9%，延续近期涨势。此前，高盛发布的行业报告以及Ciena强劲的第三财季业绩持续为股价提供支撑。作为全球主要光网络设备供应商之一，Ciena有望受益于光模块市场规模扩张。Ciena第三财季调整后每股收益为2.11美元，高于市场预期的1.73美元，同比增长215%；营收达到16.7亿美元，同样超过市场预期。Ciena同时将全年营收指引上调至64.2亿美元，高于市场预期的63.4亿美元。","market":"us","thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["07788","AMDY","ORCL","QCMU","AMDD","AVGW","COHH","DELL","NVII","AMUU","NVYY","AMDL","COHC","ORCX","ORCS","MRVU","CIEG","HPE","GLW","INTC","MRVX","AMDG","NVDB","AVGC","ANV","DAMD","QCML","CIEX","SWKS","MVLL","NVDW","NVDU","DLLL","ORCZ","AMD","INYY","NVD","AMDW","NVDX","AVGG","DIPS","NVDO","CIEN","ORAC","AVS","COHX","NVDA","NVDL","NVDG","INTW","AMYY","AVL","AVGX","COHQ","NVDD","NVDY","HPQ","NVDS","QCMD","07388","NVDQ","COHR","QRVO","AMDC","GLWG","LINT","NVC","MRVL","ORCU","INT","HPEL","AVGO","AVGU","QCOM"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1142182328","title":"异动解读｜Coherent夜盘下跌5.62%，报288.22美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1142182328","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1142182328?lang=zh_cn&edition=fundamental","pubTime":"2026-09-14 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$Corning(GLW)$涨超1%。","market":"us","thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcSWAkXa7uq6n26iTwXl5VKLAGE3KNyNbf7hBfKUJPQc0g&s=10","type":0,"news_type":0,"thumbnails":["https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcSWAkXa7uq6n26iTwXl5VKLAGE3KNyNbf7hBfKUJPQc0g&s=10"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/live/2664510","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["VIAG","VIAV","COHX","CIEG","APH","HIMX","COHC","CIEN","AXTU","AXTQ","MRVX","COHR","AAOG","MRVU","APHU","APHG","COHH","COHQ","GLWG","AAOZ","LUMN","AXTL","AXTI","AXTC","MRVL","AXTX","AAOI","MVLL","GLW","CIEX","AAOX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1108437657","title":"异动解读｜Coherent盘中上涨3.69%，光博会持续催化叠加高盛大幅上调光模块行业预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1108437657","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1108437657?lang=zh_cn&edition=fundamental","pubTime":"2026-09-11 21:30","pubTimestamp":1789133439,"startTime":"0","endTime":"0","summary":"消息面上，高盛近日大幅上调全球光模块市场预测，预计2026至2028年行业规模分别达677亿、1314亿、1485亿美元，较此前预期上调33%、81%、115%，核心驱动来自AI算力架构升级及1.6T、3.2T高速光模块需求放量。同时，第27届中国光博会正在举办，Coherent携6.4T CPO、1.6T VCSEL NPO、12.8T XPO等全栈光子方案参展，市场对下一代高速光互联产业化预期持续升温。此外，高通与亚马逊达成涵盖1.6T光连接的多代定制AI芯片合作，进一步强化光通信高景气预期。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Coherent异动上涨，光博会叠加高盛利好","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1149976417","title":"异动解读｜Coherent盘前上涨3.63%，光博会持续催化叠加高盛大幅上调光模块行业预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1149976417","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1149976417?lang=zh_cn&edition=fundamental","pubTime":"2026-09-11 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