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Tema Photonics & Optical ETF

42.31

-2.7100-6.02%

盘后：43.401.09+2.58%19:50 EDT

成交量：19.02万

成交额：814.80万

市值：1.29亿

市盈率：- -

高：44.42

开：44.42

低：42.17

收：45.02

52周最高：50.82

52周最低：32.55

股本：306.00万

流通股本：306.00万

量比：0.78

换手率：6.22%

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：-64.97%

市净率：-0.27

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司

AAOI业绩爆了，带飞整个光通信

华尔街见闻

Lumentum Holdings Inc(LITE)股票8月7日盘中上涨6.15%：原因全解读

TradingKey中文

日记-未来一周美国企业财报日程

Applied Optoelectronics(AAOI.US)Q2电话会：AI相关需求依然强劲产能及关键器件供应成短期增长主要约束

美股异动 | 光通信概念股普涨 Applied Optoelectronics(AAOI.US)涨逾12%

光通信板块盘前普涨 Coherent（COHR）涨4.87% 机构料未来五年全球光通信行业有望保持高增长

Tower半导体获Bofa全球研究首次覆盖，买入评级与367美元目标价出炉

或受AAOI扩产冲击中际旭创尾盘跳水，公司回应：公司7月订单指引至今有效

港股异动 | 中际旭创(03308)午后转跌逾6% 同业AAOI 800G收入高增 1.6T产品即将完成客户认证

Tower Semiconductor Ltd(TSEM)股票8月6日盘中上涨8.78%：原因全解读

TradingKey中文

Lumentum Holdings Inc(LITE)股票8月6日盘中上涨5.04%：背后推手曝光

TradingKey中文

光通信概念股局部强势 AXT Inc（AXTI）涨13.77% 机构预警：美国若盲目切割中国光模块产品将反噬西方厂商

ETF日报 | 2倍做多Palantir ETF涨超58%；三倍做多半导体ETF涨近20%；科技与半导体杠杆领涨

光通信概念股普遍上涨，其中，光模块与光器件供应商Lumentum涨超10.5%，高意公司/相干公司Coherent重新涨

光通信概念股强势 Coherent（COHR）涨12.22%、迈威尔科技（MRVL）涨11.43%

美股光学和光子学组件股票走强，Applied Optoelectronics涨16%，Lumentum涨7%，Coher

美股光通信概念股盘初大幅上扬，Applied Optoelectronics涨超17%

老虎资讯综合

股价大涨！AI数据中心“光进铜退”引爆测试需求，Aehr(AEHR.US)获硅光子龙头追加订单

特朗普政府拟封杀中国光模块！光通讯概念股集体飙升，Lumentum狂飙超13%

TradingKey中文

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Holdings Inc(LITE)股票8月7日盘中上涨6.15%：原因全解读","url":"https://stock-news.laohu8.com/highlight/detail?id=2657280036","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657280036?lang=zh_cn&edition=fundamental","pubTime":"2026-08-08 02:16","pubTimestamp":1786126579,"startTime":"0","endTime":"0","summary":"• 得益于人工智能数据中心光器件的强劲需求，Lumentum的估值有所上升。\n• 运营效率的提升和成功的并购提高了公司的整体利润率。\n• 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Optoelectronics(AAOI.US)Q2电话会：AI相关需求依然强劲 产能及关键器件供应成短期增长主要约束","url":"https://stock-news.laohu8.com/highlight/detail?id=2657641105","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657641105?lang=zh_cn&edition=fundamental","pubTime":"2026-08-07 22:01","pubTimestamp":1786111278,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美国光通信技术公司Applied Optoelectronics公布了强劲的2026年第二季度业绩。管理层表示，AI基础设施相关需求依然强劲。整体而言，Applied Optoelectronics当前增长逻辑依然围绕AI数据中心需求展开，但公司未来增长速度将取决于其能否突破产能和供应链瓶颈。财务业绩Applied Optoelectronics第二季度营收为1.919亿美元，Non-GAAP毛利率为29.8%，并表示Non-GAAP净利润为550万美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1477585.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_zhitongcaijing","symbols":["AGIX","CHAT","AAOX","VTHR","LAZR","AAOI","IE00B19Z4B17.USD","AIPO","IE0031619046.USD","QTOC","ARTY","BK4020","IE00B7SZL793.SGD","IE00B66KJ199.SGD","XITK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657658641","title":"美股异动 | 光通信概念股普涨 Applied Optoelectronics(AAOI.US)涨逾12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2657658641","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657658641?lang=zh_cn&edition=fundamental","pubTime":"2026-08-07 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机构料未来五年全球光通信行业有望保持高增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2657617685","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657617685?lang=zh_cn&edition=fundamental","pubTime":"2026-08-07 18:40","pubTimestamp":1786099211,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信板块盘前普涨，截至发稿，Applied Optoelectronics 涨13.27%，Coherent涨4.87%，康宁涨4.78%，Lumentum涨4.53%，Astera Labs涨1.29%。维持对全球光通信行业高景气度的判断，未来五年有望持续保持高增长态势，持续推荐光通信板块。中国光模块龙头在AI高速互联领域已建立起覆盖技术迭代、量产规模与客户响应的综合优势，产业链地位稳固，禁令落地面临较大的产业现实阻力。","market":"other","thumbnail":"https://static.szfiu.com/news/20210625/OGIwZDQyMDYwMGIwOWQ1NTkxMDE1Mzc1NTA2MDQ=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/OGIwZDQyMDYwMGIwOWQ1NTkxMDE1Mzc1NTA2MDQ=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303553","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":["BK4020","LAZR","COHX","LU1720051108.HKD","RULE","IE00B19Z4B17.USD","SOXY","LU0823414478.USD","LU2272731865.HKD","LU2543165471.USD","LU1720051017.SGD","LU0205193047.USD","LU0348723411.USD","LU1861215975.USD","AIPI","XSD","LU1861220033.SGD","LU2211815571.USD","IE00B7SZL793.SGD","LU2322448957.HKD","LU1992135472.HKD","LU2473716301.USD","GLW","LU0012050646.USD","LABX","LU0289739343.SGD","LU2089985449.USD","IE0031619046.USD","BK4141","LU1992135399.USD","LU2357125470.USD","LU2322448791.USD","BK4588","LITX","LU0289961442.SGD","COHR","LU2265009873.SGD","LU0274383776.USD","LU2272731600.USD","SGXZ99366536.SGD","SGXZ51526630.SGD","CHAT","GLWG","LU2290526834.HKD","LITE","CNAV","COWG","BK4157","SGXZ81514606.USD","COHH","IE00B66KJ199.SGD","LU0266013472.USD","EGGY","LU1804176565.USD","LU2931357623.SGD","AAOI","LU0240878834.USD","LU0823414551.USD","LU0511384066.AUD","XITK","AAOX","SMHX","BK4585","LU0240877869.USD","LU1548497426.USD","LU2506951792.HKD","LU2294711713.HKD","ALAB","IE00BFMHRM44.USD","LU0106261612.USD","COHC","BK4148","LU2357305700.SGD","LU2360107168.USD","LU2272731782.SGD","LU0205194284.USD","LU2249611893.SGD","BK4512","SPRX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1145718041","title":"Tower半导体获Bofa全球研究首次覆盖，买入评级与367美元目标价出炉","url":"https://stock-news.laohu8.com/highlight/detail?id=1145718041","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1145718041?lang=zh_cn&edition=fundamental","pubTime":"2026-08-07 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1.6T产品即将完成客户认证","url":"https://stock-news.laohu8.com/highlight/detail?id=2657061692","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657061692?lang=zh_cn&edition=fundamental","pubTime":"2026-08-07 14:35","pubTimestamp":1786084555,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中际旭创早盘一度涨超7%，午后快速转跌，截至发稿，跌3.65%，报1109港元，成交额21.33亿港元。公司预计800G收入将在第三季度接近环比五倍增长，首个1.6T产品将在未来数周完成客户认证，并在第三季度后期开始发货。中际旭创证券事务相关负责人称，公司已注意到相关市场信息，经核实，FCC尚未出台相关领域限制性文件。就禁令出台后的影响，相关负责人称，因并未出台，暂时不予评述。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1477222.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0028","LU2580892789.USD","BK1149","LU0620787316.HKD","LU1064131003.USD","LU1820825898.SGD","03308","LU1303224171.USD","BK1249","IE00BYTNYN87.SGD","LU2495084118.USD","KCAI","LU0359201612.USD","LU2289578879.USD","VXUS","IE0032431581.USD","300308","LAZR","LU1023057109.AUD","LU1719994722.HKD","BK4020","LU0540923850.HKD","SGXZ81163826.USD","IE00B7SZL793.SGD","AAOX","LU1655091616.SGD","LU1251922891.USD","LU1808992512.USD","BK0070","91530","SGXZ49509284.SGD","IE00B12V2V27.USD","LU0320764599.SGD","LU1064130708.USD","BK0077","LU0082770016.SGD","LU0082770016.USD","LU1146622755.USD","XITK","IE0034224299.USD","AAOI","BK0167","LU1997245094.SGD","LU2476274308.USD","LU1781817850.SGD","IE00B19Z4B17.USD","LU0708995583.HKD","IE00BYQNZ168.SGD","LU0348825331.USD","LU2177674079.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657523306","title":"Tower Semiconductor Ltd(TSEM)股票8月6日盘中上涨8.78%：原因全解读","url":"https://stock-news.laohu8.com/highlight/detail?id=2657523306","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657523306?lang=zh_cn&edition=fundamental","pubTime":"2026-08-07 03:16","pubTimestamp":1786043785,"startTime":"0","endTime":"0","summary":"• 在硅光子和电源管理需求的推动下，高塔半导体季度业绩超出了预期。\n• 工业和汽车行业去库存周期的结束正在提升工厂产能利用率和毛利率。\n• 营收指引的上调以及机构对中盘半导体股买入的增加带来了积极的发展势头。","market":"other","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/262084855-market-movers-tsem-20260806","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":["LU1861220033.SGD","LU1861215975.USD","LU1303367103.USD","LAZR","LU2290526834.HKD","BK4141","LUMA","IE0009354923.USD","LU2098885051.SGD","LU2360107168.USD","TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657327659","title":"Lumentum Holdings Inc(LITE)股票8月6日盘中上涨5.04%：背后推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2657327659","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657327659?lang=zh_cn&edition=fundamental","pubTime":"2026-08-07 01:16","pubTimestamp":1786036584,"startTime":"0","endTime":"0","summary":"• Lumentum公布的季度业绩在关键财务指标上均超出市场共识预期。\n• 对高速光模块的需求正推动云计算和网络领域的增长。\n• 随着超大规模数据中心市场份额的增长，分析师纷纷上调了其目标价。","market":"sg","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/262084713-market-movers-lite-20260806","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":["LU2543165471.USD","LAZR","LU0012050646.USD","LU0823414551.USD","LU0511384066.AUD","LU2249611893.SGD","LU0106261612.USD","LU0348723411.USD","LU0205193047.USD","LU2357125470.USD","LU2290526834.HKD","BK4020","LU1861215975.USD","LITE","LU0205194284.USD","BK4585","BK4588","LITX","LU1861220033.SGD","LU2294711713.HKD","LU2360107168.USD","EGGY","LU0823414478.USD","LUMA","LU0289961442.SGD","LU0289739343.SGD","FOTO","LU0240878834.USD","LU0240877869.USD","LU2506951792.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657752332","title":"光通信概念股局部强势 AXT Inc（AXTI）涨13.77% 机构预警：美国若盲目切割中国光模块产品将反噬西方厂商","url":"https://stock-news.laohu8.com/highlight/detail?id=2657752332","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657752332?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 22:06","pubTimestamp":1785938807,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信概念股局部强势，截至发稿，AXT Inc 涨13.77%，Coherent涨5.12%，Applied Optoelectronics涨3.87%，Lumentum涨2.07%，Ciena涨1.77%，安费诺涨1.51%，Credo Technology涨1.32%。消息面上，美国拟禁止进口中国光模块产品传闻仍持续扰动股市。知名技术市场研究机构Counterpoint新近发布预警称，若美国政府实施针对中国光收发器模块（光模块）的进口禁令，将对美国超大规模数据中心运营商造成严重的“附带伤害”，并急剧加剧当前西方供应链无法独自化解的硬件供应瓶颈。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/ZTgzYzFjMzMwYjg4MjEzNTY0MzUzNDIy.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZTgzYzFjMzMwYjg4MjEzNTY0MzUzNDIy.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303472","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":["IE00B7SZL793.SGD","AVL","LU2210149790.SGD","LU2023250843.SGD","LU1633808545.USD","LU2458330243.SGD","IE00BQXX3D17.EUR","BK4605","BK4020","IE00B7KXQ091.USD","IE00BMPRXQ63.HKD","LU0708994859.HKD","LU2461242641.AUD","LU1244550221.USD","LU0198837287.USD","BK4148","LU1670627923.USD","LU0079474960.USD","LU2133065610.SGD","MADE","LU0444971666.USD","LU2355687059.USD","LU0672654240.SGD","LU2237957811.SGD","LU2213496289.HKD","LU1861220033.SGD","LU2430703095.HKD","LU1670710588.SGD","LU0256863902.USD","LU1670710661.SGD","LU1127390331.HKD","AVGO","LU2023251221.USD","LU1720051017.SGD","LU0787776722.HKD","COHC","LU1066051498.USD","LU1400636574.HKD","LU2106854487.HKD","COHH","LU1868836914.USD","LU0310799852.SGD","COHR","IE00B2PGVK34.USD","LU0158827948.USD","BK4147","LU0323239441.USD","LU2168564495.EUR","LU2462591350.SGD","IE00B1XK9C88.USD","LU0965509010.AUD","LU0965509101.SGD","LU2413666426.HKD","LU2420271590.USD","SHOC","LU0094547139.USD","LU0029864427.USD","LU0912757837.SGD","USD","LU2237443978.SGD","SG9999015986.USD","LU0444973449.USD","IE00BQXX3C00.GBP","BK4581","LU0069063385.USD","LU2505996681.GBP","LU1244550494.USD","LU1989772840.SGD","SG9999011175.SGD","LU0157215616.USD","LU2360106780.USD","LU0784384876.USD","LU0345768153.USD","SG9999001424.SGD","LU2111349929.HKD","HK0000914660.USD","LU0061475181.USD","LU1037948897.HKD","LU0238689110.USD","LU0689626769.HKD","LU2954938101.SGD","USXF","LU2746668461.USD","LU0965508806.USD","IE00B894F039.SGD","LU0097036916.USD","LU1280957306.USD","LU2048586759.USD","LU0205193047.USD","LU1674673428.USD","LU0006306889.USD","LU2244417387.USD","LU1066053197.SGD","LU0080751232.USD","LU0154236417.USD","ESLG","LU2592432038.USD","LU0072462426.USD","LU2272731782.SGD","LU2473716301.USD","LU2249611893.SGD","HAKY","SG9999015978.USD","LU0889565833.HKD","LU0353189680.USD","LU0724617625.USD","LU0234570918.USD","LU2433249047.HKD","LU1935043536.SGD","LU2211815571.USD","LU2028103732.USD","IE00BN29S564.USD","LU1629891620.HKD","BK4585","LU2860962120.EUR","LU1670756490.USD","SG9999001440.SGD","LU1992135472.HKD","LU1732800096.USD","LU0211328371.USD","LU2290526834.HKD","LU1852331112.SGD","LU1670711123.USD","BK4533","LU0082616367.USD","LU2250418816.HKD","LU2417539215.USD","IE00BKDWB100.SGD","TDIV","TRFK","XITK","LU1914381329.SGD","LU0158827781.USD","LU0476273544.USD","LU0345769128.USD","LU1934455277.USD","LU0949170426.SGD","LU2125154778.USD","SG9999000418.SGD","IXN","IE0004445015.USD","LU2237438978.USD","BK4575","CGDG","LU0314104364.USD","LU2264538146.SGD","AIFD","LU1988902786.USD","IE00B66KJ199.SGD","HVAC","LU2041044095.USD","LU2237443895.HKD","LU0784383803.USD","LU0640476718.USD","LU0234572021.USD","LU2637965513.SGD","LU0096364046.USD","LU0868494617.USD","LU1935043023.USD","SPTE","IE00BQXX3F31.USD","LU1720051108.HKD","BK4157","SG9999004303.SGD","TTXU","IE00BZ199S13.USD","LU2272731600.USD","LU0985320562.USD","LU1366333091.USD","FTEC","LU0823414551.USD","LU0345770993.USD","LU0081259029.USD","LU1267930730.SGD","BK4598","LU1037948541.HKD","IE0001KFT4U8.USD","IE00BLSP4239.USD","LU2322448791.USD","AVGX","IE00B19Z9Z06.USD","LU1232071149.USD","LU0642271901.SGD","AVGU","SG9999003800.SGD","BK4141","IE00BFSS7M15.SGD","LU2236285917.USD","ARTY","LU2211814178.USD","LU0823421416.USD","LU0861579265.USD","LU1815336760.USD","LU0174119429.USD","LU0308772762.SGD","BK4551","LU1804176565.USD","CRDO","LU2168564222.USD","LU0057025933.USD","LU2247934214.USD","SOXQ","IE00B19Z9P08.USD","HK0000914686.HKD","IE00BJTD4N35.SGD","IE00BDGV0183.EUR","LU1267930573.SGD","LU2471134952.CNY","LU2602419157.SGD","IE00BKPKM429.USD","LU0203201768.USD","LU2750360641.GBP","LU0784385170.HKD","LU2237957902.USD","LU2298321311.HKD","SGXZ99366536.SGD","LU0320765059.SGD","LU0795875169.SGD","LAZR","LU2286300806.USD","LU0011850046.USD","SG9999018865.SGD","LU0211327993.USD","LU2403377893.USD","IE0034235188.USD","LU2462157665.USD","IE00BJJMRY28.SGD","LU0868494708.USD","SG9999014906.USD","LU0708995401.HKD","TEK","LU0943347566.SGD","LU1721428933.USD","LU1935042991.SGD","LU2456880835.USD","NULC","FCUS","IE00B5949003.HKD","LU1803068623.USD","IE00B4JS1V06.HKD","LU1868837136.USD","LU0472753341.HKD","LU2089283258.USD","IE00BGHQDM52.EUR","LU0256863811.USD","LU0511384066.AUD","LU0061474705.USD","LU2168563687.JPY","LU0957791311.USD","SOXX","LU2471134796.USD","IE00BVYPNV92.GBP",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