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Coherent

288.02

-24.6000-7.87%

盘后：287.84-0.1823-0.06%18:23 EDT

成交量：741.99万

成交额：21.63亿

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：1.07

换手率：3.79%

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

异动解读｜Coherent盘中下跌3.99%，报305.23美元

异动解读｜Coherent盘前下跌3.5%，报292.85美元

异动解读｜Coherent盘中上涨3.08%，OpenAI新模型发布叠加光博会开幕提振光通信板块

OpenAI发布Astra模型后，AI相关股票应声大涨

美股光通信、存储概念股走强，Lumentum涨超10%， SK海力士涨超6%

老虎资讯综合

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

部分光通信概念股拉升，AAOI涨超7%，康宁涨超6%

老虎资讯综合

异动解读｜Coherent盘中上涨3.04%，光博会开幕在即叠加机构看多提振光通信板块情绪

Coherent（COHR）将亮相光博会展出12.8T XPO等高速互联方案

Coherent Corp(COHR)股票9月4日盘中上涨6.79%：投资者必看的核心信息

TradingKey中文

异动解读｜Coherent盘中上涨3.91%，德银力挺光通信硬件龙头提振反弹情绪

美股异动｜美股存储股、光通讯股齐上扬，闪迪升5%，希捷科技升4%，AXT、Coherent升3%

老虎资讯综合

美股存储股、光通讯股盘前上扬，AXT升4%，闪迪、希捷科技、西部数据、Coherent升逾2%

老虎资讯综合

异动解读｜Coherent盘前上涨3.11%，德银力挺光通信硬件龙头提振反弹情绪

异动解读｜Coherent盘中下跌3.58%，Credo重挫逾20%拖累光通信板块集体承压

AI光通信三强对比：Coherent、Lumentum、AAOI，谁更具投资价值？

TradingKey中文

【美股盘前】上调全年营收指引，戴尔科技涨超10%；SK海力士跌超1.5%，正在考虑与铠侠控股联合生产；马斯克预测10年内全球人形机器人将超10亿台；软件开发平台GitLab涨超21%

每日经济新闻

德银：AI时代光网络硬件商将成最大赢家首选Coherent与Lumentum

异动解读｜Coherent盘中下跌3.33%，光通信板块获利回吐压力延续

从GPU到“卖铲人”：德意志银行首覆AI硬件板块，激光双雄Lumentum(LITE.US)Coherent(COHR.US)齐获“买入”

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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升温。","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":"光通信板块大涨，Coherent受OpenAI新模型与光博会催化","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1174837592","title":"OpenAI发布Astra模型后，AI相关股票应声大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1174837592","media":"投资观察","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1174837592?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 02:07","pubTimestamp":1788890827,"startTime":"0","endTime":"0","summary":"受OpenAI最新模型Astra发布所引发的市场热情持续升温影响，AI相关股票周二迎来了一波强劲上涨行情。作为AI云基础设施领域的代表企业，CoreWeave, Inc.股价当日飙升15%。与此同时，为AI数据中心提供光学与激光设备的Lumentum Holdings Inc.和Coherent两家公司，其股价也分别录得12%和9%的显著涨幅。值得关注的是，该模型展现出的自主设计并执行新型网络攻击的能力，曾一度引发安全担忧，这促使OpenAI在面向公众发布前，不得不对模型的部分功能作出限制性调整。","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":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0348723411.USD","LU1861215975.USD","LU2357125470.USD","BK4148","SGXZ81514606.USD","LU0240877869.USD","LU2211815571.USD","CRWG","LITC","COHC","COHR","LITZ","LU2272731600.USD","LU0289961442.SGD","LU2294711713.HKD","LU2543165471.USD","SPRX","BK4020","LU0012050646.USD","LU1861558580.USD","LU2089985449.USD","LU1992135472.HKD","COHX","LITG","BK4116","LU2931357623.SGD","LU1861220033.SGD","LU2322448957.HKD","LITU","LITE","LU0823414478.USD","IE00B19Z4B17.USD","CRWV","LU2360107168.USD","IE00B7SZL793.SGD","LU0106261612.USD","CWVX","LU2272731782.SGD","LU2272731865.HKD","LUMA","SGXZ99366536.SGD","LU1548497426.USD","LU0205194284.USD","LU1861559042.SGD","LU2357305700.SGD","LU0240878834.USD","LU1720051017.SGD","LU0205193047.USD","LU0274383776.USD","BK4585","LU1720051108.HKD","LU2290526834.HKD","LU2473716301.USD","LAZR","CWII","EGGY","CRWX","FOTO","LU0511384066.AUD","COHH","IE0031619046.USD","LU0823414551.USD","CORD","COHQ","LU0289739343.SGD","BK4588","BK4157","LU0266013472.USD","LU2249611893.SGD","IE00B66KJ199.SGD","LU2322448791.USD","LU2506951792.HKD","LU1992135399.USD","SGXZ51526630.SGD","LITX","CRWU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175550620","title":"美股光通信、存储概念股走强，Lumentum涨超10%， SK海力士涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175550620","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175550620?lang=zh_cn&edition=fundamental","pubTime":"2026-09-08 22:41","pubTimestamp":1788878500,"startTime":"0","endTime":"0","summary":"9月8日，美股光通信、存储概念股持续走强，Lumentum涨超10%，$Coherent(COHR)$、AAOI涨超9%，$康宁(GLW)$涨超8%，$SK海力士(SKHY)$涨超6%，$希捷科技(STX)$涨超4%，$闪迪(SNDK)$、$西部数据(WDC)$跟涨。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"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":["LU1235294995.USD","SNDG","COHH","SNDC","SNDU","GLW","LU0511384066.AUD","LU0823413660.USD","LU2211815571.USD","CNEQ","LU0012050646.USD","IE00B7SZL793.SGD","LU0476273544.USD","LU2931357623.SGD","IE00B19Z9Z06.USD","SKDD","LU0006061336.USD","GB00BDT5M118.USD","LU0106261612.USD","LU2089985449.USD","LU1956131251.USD","SCHM","LITX","07709","WDCX","STXU","COHC","WLDR","IE00B19Z4B17.USD","GLWG","LU0203347892.USD","LUMA","STX","LU2360107168.USD","DRMY","LU1720051017.SGD","LU1861220033.SGD","LU1823568750.SGD","IE0031619046.USD","LU0162691827.USD","BK4157","LU0266013472.USD","LU0205193047.USD","EEMO","LU0240878834.USD","LU1815336760.USD","SKHA","FDTX","IE00B894F039.SGD","SGXZ51526630.SGD","LU2063271972.USD","EDZ","CNAV","LU0081259029.USD","SGXZ99366536.SGD","BK4585","LU2272731782.SGD","LITG","LAZR","QQQG","SKHQ","IE00B19Z9P08.USD","LU0203345920.USD","COHR","LU0823414478.USD","RULE","LU2322448957.HKD","WDCC","OPTZ","LU0823397103.USD","SPRX","LITZ","BK4512","LU2272731600.USD","BK4588","HYNX","LU0072461881.USD","LU0823413587.USD","LU0154236417.USD","LU2294711713.HKD","SKHZ","LU2506951792.HKD","LU0274383776.USD","PTF","LU2272731865.HKD","SCHA","LU0348723411.USD","LU1035773651.USD","LU0444971666.USD","LU2357305700.SGD","LU2265009873.SGD","SKHY","LU2322448791.USD","FSMD","BK7142","LU0289961442.SGD","LU0289739343.SGD","LU2543165471.USD","LU0963586101.USD","LU1670627923.USD","LYTE","SKHX","LU1720051108.HKD","LU1861215975.USD","BK4141","SNXX","COHX","LU1992135472.HKD","SKHN","SKUU","LU2249611893.SGD","DRAL","STXL","RAM","LU0444973449.USD","SNDK","EGGY","CGGO","LU0823397285.USD","IE00BFMHRM44.USD","SIXG","SKHU","BK4020","SKHL","LU1670628061.USD","QQQA","BK4148","LU0240877869.USD","TMSL","SNDQ","FOTO","LU2473716301.USD","SGXZ81514606.USD","LU1548497426.USD","RAMZ","LU1804176565.USD","DISK","COWG","LU1983260115.SGD","LITC","LU1046421795.USD","LU1992135399.USD","LU0205194284.USD","FCUS","LU2290526834.HKD","WDC","LU2357125470.USD","SK","COHQ","LU0054578231.USD","BK4170","LU0957808578.USD","IE00B66KJ199.SGD","LU1069347547.HKD","LU0823414551.USD","LITE","LU1642822529.SGD","STXX","LITU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665376105","title":"光通信板块强势 Coherent（COHR）涨7.24% 高盛上调光模块行业预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2665376105","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665376105?lang=zh_cn&edition=fundamental","pubTime":"2026-09-08 22:21","pubTimestamp":1788877276,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股盘初光通信板块强势，截止发稿，Applied Optoelectronics 涨7.27%，Coherent涨7.24%，Lumentum涨6.67%，康宁涨6.60%，AXT Inc涨5.96%，POET Technologies涨5.11%。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。","market":"us","thumbnail":"https://static.szfiu.com/news/20250107/OTQzZDA5N2JhN2VhNDEzOGJmOWU0MzQwNTk0Mzk3OTQ=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/OTQzZDA5N2JhN2VhNDEzOGJmOWU0MzQwNTk0Mzk3OTQ=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305827","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2322448791.USD","BK4157","LU2750360997.AUD","LU0240878834.USD","AAOX","LU2506951792.HKD","LU0205193047.USD","LU0106831901.USD","LU0348723411.USD","LU2272731782.SGD","LU2543165471.USD","BK4552","LU0345770308.USD","LU2896262040.SGD","LU2471134952.CNY","LU1804176565.USD","LU0511384066.AUD","LU1861215975.USD","LU1791807156.HKD","AXTQ","XITK","IE00B19Z3581.USD","LU0106261612.USD","LU2357305700.SGD","LU2360107168.USD","LU0012050646.USD","LU0289961442.SGD","LU2272731865.HKD","IE0004091025.USD","LU2357125470.USD","IE00BSNM7G36.USD","RULE","IE00BFXG1179.USD","IE00BFMHRM44.USD","BK4533","LU0942090050.USD","LU1868836591.USD","SGXZ51526630.SGD","LU1868836914.USD","LU2089985449.USD","IE00B19Z4B17.USD","BK4550","LU2237443622.USD","SGXZ99366536.SGD","LITC","AAOI","COHH","AXTL","COHR","LU1720051108.HKD","EGGY","LU1894683264.USD","GLW","LU1144417596.USD","LU1992135399.USD","LU2237438978.USD","LU1868837300.USD","LU0742534661.SGD","IE00B19Z3B42.SGD","LU0868494617.USD","LU0251131958.USD","LU2322448957.HKD","LU0096364046.USD","IE00B66KJ199.SGD","IE00B7SZL793.SGD","BK4512","LU0251142724.SGD","AXTC","LU2294711713.HKD","LU1861220033.SGD","IE0004086264.USD","LU0240877869.USD","LITU","LU2237443465.HKD","LU2237443549.SGD","BK4141","POET","PTF","LU2249611893.SGD","COHC","IE0031619046.USD","LU2272731600.USD","LU2265009873.SGD","SPRX","SGXZ81514606.USD","COHQ","LU2237443382.USD","LU2237443895.HKD","BK4504","BK4516","LU2931357623.SGD","AXTI","LU1868837136.USD","LITZ","IE0034235188.USD","GS","LU0823414478.USD","LU2471134796.USD","COHX","LU1720051017.SGD","BK4585","LU0205194284.USD","LU0266013472.USD","LAZR","LU0048573561.USD","BK4020","BK4148","FCUS","LU2471134879.HKD","LU0868494708.USD","LU1868836757.USD","LITX","AXTX","IE0002270589.USD","LU2290526834.HKD","LU0289739343.SGD","POEL","LU1668664300.SGD","GSX","LITE","AXTU","CNAV","LU0274383776.USD","LU2237443978.SGD","LU0061475181.USD","BK4127","LU1992135472.HKD","LU1548497426.USD","LU2211815571.USD","AAOG","BK4147","BK4588","GLWG","LU1894683348.USD","LU0345770993.USD","LU2471134523.USD","LU2473716301.USD","LU0823414551.USD","LU2750360641.GBP","LU0210536198.USD","LITG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1117792775","title":"部分光通信概念股拉升，AAOI涨超7%，康宁涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1117792775","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1117792775?lang=zh_cn&edition=fundamental","pubTime":"2026-09-08 21:52","pubTimestamp":1788875532,"startTime":"0","endTime":"0","summary":"9月8日，部分光通信概念盘初拉升，$Applied Optoelectronics(AAOI)$涨超7%，$康宁(GLW)$、$Coherent(COHR)$涨超6%，Lumentum、AXT涨超5%。消息面上，$高盛(GS)$近日大幅上调行业预测，预计全球光模块市场规模将在2026年至2028年分别达到约677亿美元、1314亿美元和1485亿美元，较此前预测上调33%、81%和115%；同期全球光模块出货量预计达到5.48亿、6.91亿和7.29亿只，较此前预测上调21%、31%和31%。","market":"us","thumbnail":"https://static.tigerbbs.com/f2d08e3cf37a134c122212b20f953a53","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f2d08e3cf37a134c122212b20f953a53"],"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":["LU2543165471.USD","AAOI","LU1720051017.SGD","LU1861215975.USD","LU2290526834.HKD","LYTE","LU2322448791.USD","LU2473716301.USD","AAOX","BK4588","XITK","IE00BFMHRM44.USD","COHQ","LAZR","LU1548497426.USD","SGXZ81514606.USD","LU2089985449.USD","GLW","BK4585","SIXG","LU1992135472.HKD","LU0274383776.USD","IE00B7SZL793.SGD","LU2322448957.HKD","LU2272731782.SGD","AAOZ","FOTO","COHX","BK4157","IE00B19Z4B17.USD","LU2211815571.USD","IE00B66KJ199.SGD","CNAV","COHH","GLWG","LU0266013472.USD","EGGY","LU0348723411.USD","LU1720051108.HKD","LU2265009873.SGD","SGXZ51526630.SGD","LU2272731865.HKD","RULE","BK4512","COHC","LU2360107168.USD","LU2357305700.SGD","SGXZ99366536.SGD","BK4148","COHR","SPRX","LU2272731600.USD","BK4020","AAOG","LUMA","LU1992135399.USD","LU1861220033.SGD","IE0031619046.USD","LU2931357623.SGD","LU1804176565.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169009218","title":"异动解读｜Coherent盘中上涨3.04%，光博会开幕在即叠加机构看多提振光通信板块情绪","url":"https://stock-news.laohu8.com/highlight/detail?id=1169009218","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169009218?lang=zh_cn&edition=fundamental","pubTime":"2026-09-08 21:47","pubTimestamp":1788875263,"startTime":"0","endTime":"0","summary":"9月8日，Coherent盘中上涨3.04%，报294.26美元/股，成交额2.79亿美元。消息面上，第27届中国光博会将于9月9日开幕，Coherent将携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升温。此外，德意志银行近期首次覆盖AI硬件板块，给予Coherent\"买入\"评级，指出AI时代光网络硬件商将成最大赢家。公司8月中旬财报业绩全面超预期，叠加英伟达CPO交换机全面量产及OCS订单加速落地，机构普遍看好光通信高景气周期延续。","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上涨，光博会叠加机构看多","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665324283","title":"Coherent（COHR）将亮相光博会 展出12.8T XPO等高速互联方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2665324283","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665324283?lang=zh_cn&edition=fundamental","pubTime":"2026-09-08 18:34","pubTimestamp":1788863675,"startTime":"0","endTime":"0","summary":"金吾财讯 | Coherent（COHR）将参加2026中国光博会（CIOE），集中展出面向AI算力、数据中心、高速光通信的创新产品与全栈光子解决方案，呈现光子技术对AI高速互联、算力升级的支撑能力。本次展台将覆盖硅光、VCSEL多模、InP等多种机柜内高速互连技术路线，重点展示6.4T插槽式CPO、1.6T VCSEL NPO、12.8T XPO等多款高速互联方案。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/ZmFlOWFhNTNlYzgzMTc4NTEyNzIzMzYzNzY2.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZmFlOWFhNTNlYzgzMTc4NTEyNzIzMzYzNzY2.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305805","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LUMA","EGGY","FOTO","LU2211815571.USD","SGXZ81514606.USD","LU2089985449.USD","COHH","LU0266013472.USD","IE00B19Z4B17.USD","COHC","SGXZ99366536.SGD","BK4585","IE00B66KJ199.SGD","BK4232","LU2272731865.HKD","LU2290526834.HKD","LU0274383776.USD","LU2272731600.USD","SGXZ51526630.SGD","LU1720051108.HKD","LU2322448791.USD","LU1861220033.SGD","LU2272731782.SGD","BK4022","COHX","LU1548497426.USD","BK4148","SPRX","COHQ","LU2473716301.USD","LU1720051017.SGD","BK4157","LU2931357623.SGD","BK4588","XPO","IE0031619046.USD","LU2360107168.USD","LU1992135399.USD","LU2357305700.SGD","LU1992135472.HKD","LU1861215975.USD","LU2322448957.HKD","IE00B7SZL793.SGD","COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665355017","title":"Coherent Corp(COHR)股票9月4日盘中上涨6.79%：投资者必看的核心信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2665355017","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665355017?lang=zh_cn&edition=fundamental","pubTime":"2026-09-05 01:16","pubTimestamp":1788542208,"startTime":"0","endTime":"0","summary":"• 得益于全行业光通信板块大涨以及 Ciena 强劲的财报，Coherent 股价大幅飙升。\n• 在出现超卖状况和强劲的基本面支撑下，投资者在估值低位逢低买入。\n• 分析师发布看涨研报，平均目标价为 412.97 美元。","market":"hk","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262151948-market-movers-cohr-20260904","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":["LU1548497426.USD","IE00B19Z4B17.USD","LU2931357623.SGD","LUMA","LU1992135472.HKD","LU2473716301.USD","BK4585","LU2211815571.USD","IE00B66KJ199.SGD","COHC","LU1992135399.USD","LU2322448957.HKD","IE0031619046.USD","LU1861220033.SGD","SGXZ81514606.USD","IE00B7SZL793.SGD","BK4148","LU2322448791.USD","SPRX","LU2089985449.USD","LU0274383776.USD","LU2272731865.HKD","BK4588","EGGY","LU2290526834.HKD","LU1861215975.USD","COHH","LU2272731600.USD","LU1720051108.HKD","BK4157","COHQ","LU2360107168.USD","SGXZ51526630.SGD","LU2357305700.SGD","SGXZ99366536.SGD","LU2272731782.SGD","COHR","FOTO","LU1720051017.SGD","COHX","LU0266013472.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183160556","title":"异动解读｜Coherent盘中上涨3.91%，德银力挺光通信硬件龙头提振反弹情绪","url":"https://stock-news.laohu8.com/highlight/detail?id=1183160556","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183160556?lang=zh_cn&edition=fundamental","pubTime":"2026-09-04 21:43","pubTimestamp":1788529428,"startTime":"0","endTime":"0","summary":"9月4日，Coherent盘中上涨3.91%，报274.72美元/股，成交额1.76亿美元。消息面上，德意志银行近日首次覆盖AI硬件板块，指出AI时代光网络硬件商将成为最大赢家，首选Coherent与Lumentum，给予\"买入\"评级，为此前连续回调的光通信板块注入信心。此前Coherent受同行Credo Technology大跌超20%拖累及板块获利回吐压力影响，连续多个交易日走弱。公司8月中旬财报业绩全面超预期，叠加AI算力基础设施扩张带动CPO等光通信细分方向景气度持续向上，机构普遍看好光通信高景气周期延续。","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":"德银力挺光通信龙头，Coherent盘中上涨","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193437440","title":"美股异动｜美股存储股、光通讯股齐上扬，闪迪升5%，希捷科技升4%，AXT、Coherent升3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193437440","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1193437440?lang=zh_cn&edition=fundamental","pubTime":"2026-09-04 21:39","pubTimestamp":1788529199,"startTime":"0","endTime":"0","summary":"美股存储股、光通讯股齐上扬，闪迪升5%，希捷科技升4%， $AXT Inc(AXTI)$、 $Coherent(COHR)$升3%.","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":["STXL","COHC","STXU","SNDQ","SNDU","AXTC","STXX","COHH","SNDC","AXTL","SNDG","SNXX","SNDK","AXTU","COHQ","COHR","STX","AXTI","AXTQ","COHX","AXTX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1117760836","title":"美股存储股、光通讯股盘前上扬，AXT升4%，闪迪、希捷科技、西部数据、Coherent升逾2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1117760836","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1117760836?lang=zh_cn&edition=fundamental","pubTime":"2026-09-04 16:39","pubTimestamp":1788511159,"startTime":"0","endTime":"0","summary":"美股存储股盘前上扬，闪迪、希捷科技、西部数据升逾 2%，美光、SK 海力士升逾 1%。光通讯股盘前亦走高， $AXT Inc(AXTI)$ 升 4%， $Coherent(COHR)$、 $MaxLinear(MXL)$、 $Applied Optoelectronics Inc.(AAOI)$、 $Astera Labs, Inc.(ALAB)$升 2%。","market":"us","thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976"],"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":["LABX","SKHZ","COHR","AAOI","SKHX","STXU","SNDG","AXTI","SNDQ","07709","COHH","MUU","AXTL","ALA","ALAB","SKHL","SK","AXTQ","COHQ","MXLL","SNXX","MUD","MU","AAOX","MUZ","SNDU","SKHY","SKDD","AAOZ","AXTC","MULL","COHX","SKHA","MIC","COHC","MXL","SNDC","STXL","HYNX","SKUU","MUYY","AAOG","STXX","AXTU","AXTX","SKHU","SKHN","STX","MUG","SNDK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1155188961","title":"异动解读｜Coherent盘前上涨3.11%，德银力挺光通信硬件龙头提振反弹情绪","url":"https://stock-news.laohu8.com/highlight/detail?id=1155188961","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155188961?lang=zh_cn&edition=fundamental","pubTime":"2026-09-04 16:33","pubTimestamp":1788510781,"startTime":"0","endTime":"0","summary":"9月4日，Coherent盘前上涨3.11%，报273.0美元/股，成交额321.52万美元。消息面上，德意志银行近日发布研报指出，AI时代光网络硬件商将成为最大赢家，首选Coherent与Lumentum，为此前连续回调的光通信板块注入信心。此前Coherent受Credo Technology大跌超20%拖累及板块获利回吐压力影响，连续多个交易日走弱。公司8月中旬财报业绩全面超预期，叠加AI算力基础设施扩张带动CPO等光通信细分方向景气度持续向上，机构普遍看好光通信高景气周期延续。","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":"德银力挺Coherent，光通信龙头反弹走强","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1129588783","title":"异动解读｜Coherent盘中下跌3.58%，Credo重挫逾20%拖累光通信板块集体承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1129588783","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1129588783?lang=zh_cn&edition=fundamental","pubTime":"2026-09-03 21:35","pubTimestamp":1788442516,"startTime":"0","endTime":"0","summary":"9月3日，Coherent盘中下跌3.58%，报257.08美元/股，成交额8195.26万美元。消息面上，光通信同行Credo Technology上一交易日大跌超20%，核心诱因是市场对其光学产品营收预测感到失望，叠加GAAP毛利率环比下降370个基点、Q2毛利率指引进一步下调，引发光通信赛道集体抛售。Coherent年内此前涨幅逾60%，8月中旬财报虽业绩全面超预期，但利润率表现引发市场分歧，获利回吐压力持续。电子元件行业整体偏弱，康宁跌3.16%、Lightwave 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21:30","pubTimestamp":1788269450,"startTime":"0","endTime":"0","summary":"9月1日，Coherent盘中下跌3.33%，报269.37美元/股，成交额6223.99万美元。消息面上，光通信板块自8月下旬以来持续承压，英伟达财报催化效应消退后，板块集体遭遇获利回吐。上一交易日Applied Optoelectronics、Lumentum均下跌约6%，Coherent跌超5%。公司年内涨幅此前逾60%，叠加此前财报中利润率表现引发市场分歧，短期回调压力加大。板块层面，同行业康宁跌2.6%、威世科技跌2.65%、百通公司跌0.98%，电子元件行业整体偏弱。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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":"Coherent走低，光通信板块获利回吐延续","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664580854","title":"从GPU到“卖铲人”：德意志银行首覆AI硬件板块，激光双雄Lumentum(LITE.US)Coherent(COHR.US)齐获“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2664580854","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664580854?lang=zh_cn&edition=fundamental","pubTime":"2026-09-01 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