美股詳情

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Coherent

271.50

+5.001.88%

成交量：247.42萬

成交額：6.81億

市值：531.16億

市盈率：65.90

高：279.50

開：271.41

低：270.63

收：266.50

52周最高：440.00

52周最低：100.63

股本：1.96億

流通股本：1.95億

量比：0.62

換手率：1.27%

股息：- -

股息率：- -

每股收益(TTM):4.12

每股收益(LYR):4.12

淨資產收益率：7.98%

總資產收益率：3.39%

市淨率：4.87

市盈率(LYR):65.90

資料載入中...

總覽公司新聞資訊公告

異動解讀｜Coherent盤中上漲4.32%，特朗普抨擊AI降速論疊加機構稱長期邏輯未變推動超跌反彈

「木頭姐」力挺AI巨頭主動放緩開發：有利行業長期發展，AI安全擔憂不應被誇大

老虎资讯综合

美股存儲、光通信、雲計算服務商概念股集體走低，康寧跌超9%、慧榮科技跌超8%、NEBIUS、CoreWeave跌超6%

老虎资讯综合

異動解讀｜Coherent盤中下跌7.46%，AI放緩論衝擊半導體及光通信板塊疊加加息預期升温

「大空頭」Burry狠批AI巨頭呼籲放緩研發：純屬自私自利，為IPO造勢炒作，遮掩增長乏力困境

老虎资讯综合

光通信板塊盤前承壓明顯康寧（GLW）跌7.12%、邁威爾科技（MRVL）跌6.66%

異動解讀｜Coherent盤前下跌4.44%，AI放緩論衝擊半導體及光通信板塊疊加加息預期升温

一周美股牛榜｜甲骨文重燃AI基建行情！慧與科技、Skyworks周漲近20%，戴爾、AMD周升逾8%；Ciena周漲9%帶動光模塊

老虎资讯综合

異動解讀｜Coherent夜盤下跌5.62%，報288.22美元

美股光通信概念股集體上漲，Coherent升逾3%

異動解讀｜Coherent盤中上漲3.69%，光博會持續催化疊加高盛大幅上調光模塊行業預期

異動解讀｜Coherent盤前上漲3.63%，光博會持續催化疊加高盛大幅上調光模塊行業預期

異動解讀｜Coherent盤中下跌3.99%，報305.23美元

異動解讀｜Coherent盤前下跌3.5%，報292.85美元

異動解讀｜Coherent盤中上漲3.08%，OpenAI新模型發布疊加光博會開幕提振光通信板塊

OpenAI發布Astra模型後，AI相關股票應聲大漲

美股光通信、存儲概念股走強，Lumentum升逾10%， SK海力士升逾6%

老虎资讯综合

光通信板塊強勢 Coherent（COHR）漲7.24% 高盛上調光模塊行業預期

部分光通信概念股拉升，AAOI升逾7%，康寧升逾6%

老虎资讯综合

異動解讀｜Coherent盤中上漲3.04%，光博會開幕在即疊加機構看多提振光通信板塊情緒

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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":["SMCL","AVGC","AMZP","CRWU","SMCY","LITZ","MSFC","MUYY","MVLL","MUD","NVII","GGLL","CIEN","AMDL","NVDS","AVL","COHR","COHQ","MUU","GOOG","MRVX","NVDW","AMZW","AMDC","MSFO","GOOL","NVDY","AMYY","CORD","COHC","CIEG","SMCX","MSFD","GOGL","MSFW","DIPS","LITU","CWVX","ANET","AMDG","AMZO","CRDO","MSFT","MSFL","NVDQ","NVDB","NVDL","NVYY","LITE","CRWX","MUZ","ANV","AVS","AVGU","NVDG","AMD","AMZZ","GOOX","AMZG","AMDY","AVGG","GGLS","AMZD","SMCZ","MUG","DAMD","MRVU","AMZU","GOU","GOOP","AVGO","MU","NVDA","NVD","NVDO","NVDD","AMZN","HPE","AVGX","GOOY","AVGW","MSFY","HPEL","NVDX","CRD","MIC","CWII","COHX","MSFX","COHH","MRVL","GOOGL","CRWG","LITG","NVDU","LITC","CRDU","SMCC","AMDW","CIEX","AMDD","CRWV","GOOW","MULL","SMCI","07788","SMYY","DELL","DLLL","AMAA","07388","AMZY","ANEL","LITX","AZYY","AMUU","NVC","MSFU"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1188014182","title":"美股存儲、光通信、雲計算服務商概念股集體走低，康寧跌超9%、慧榮科技跌超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_tw&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":["SNDG","LU0965508806.USD","MU","FCLD","LU0329931173.USD","FNG","LU0353189763.USD","LU0943347566.SGD","LU1934455277.USD","LU0205194284.USD","PTF","LU1489326972.SGD","LU0820562030.AUD","LU1035773651.USD","COHQ","GOU","LU2357627491.SGD","SIXG","LU2054465674.USD","XITK","LU2458330243.SGD","SQQQ","LU1992135399.USD","MSFD","STXX","BK4097","IE00BSNM7G36.USD","FFTY","IE00BN8TJ469.HKD","SKHA","LU0133085943.USD","NAPR","BK4593","GOOY","LU1551013425.SGD","BK4141","LU1145028129.USD","TQQQ","QQQM","SMHX","LU0433182093.SGD","BK4588","IE0004445239.USD","IE00BLSP4239.USD","GGLS","LU0353189680.USD","BK4157","LU1551013342.USD","AAOG","LU1429558221.USD","LU0985489474.SGD","BK4609","LU0823421416.USD","CIEG","CNAV","BK4116","SNXX","IE00B775SV38.USD","CRWG","QQQX","FTEC","CLOU","LU1778281490.HKD","LU0210536198.USD","MUU","LU0689472784.USD","IE00B7SZLL34.SGD","LU1868836591.USD","LU2543165471.USD","LU0234570918.USD","COHH","LU1046421795.USD","LU2860962120.EUR","LU0545039389.USD","LU1803068979.SGD","03034","IE00BFMHRM44.USD","SKHZ","LU0348723411.USD","SG9999003800.SGD","LU1548497426.USD","BK4605","TDIV","NBDS","EGGY","LU0127658192.USD","LU0792757196.USD","IE00BLSP4452.SGD","LU1720051017.SGD","LU1691799644.USD","SOXQ","BK4579","LU0820561909.HKD","MUZ","CHAT","LU2168564495.EUR","EEMO","LU2063271972.USD","CRD","SIMO","03455","SG9999001424.SGD","LU1868836757.USD","AIFD","BK4533","02834","IE00B5949003.HKD","SIMX","LU0096364046.USD","WDC","SCHA","DRMY","IE00BMPRXN33.USD","BK4532","LU1069347547.HKD","MUD","SGXZ99366536.SGD","SKUU","07522","LU0154236417.USD","CNEQ","LU0823397285.USD","TRFK","LU1815336760.USD","COWG","BK4516","IE00B19Z4B17.USD","SNDQ","IE0009356076.USD","NJAN","LU2756315318.SGD","LU2326559502.SGD","WLDR","LU0738911758.USD","WUGI","LU0006061336.USD","TTXU","LU0683600562.USD","LU2360107168.USD","LU1674673691.USD","LU0256863902.USD","ORCS","MUYY","LU2168564222.USD","TQQY","LU2213496289.HKD","LU1914381329.SGD","QID","LU0266013472.USD","LU0081259029.USD","LYTE","FXL","IETC","CRWX","BERZ","NJUL","SMU00main","IE00B19Z3B42.SGD","SKYY","LU1861220033.SGD","QQQG","LU2048586759.USD","LU2471134879.HKD","LU1670628061.USD","07261","LU2272731782.SGD","LU0957808578.USD","SKHX","LU0964807845.USD","ALA","BK4538","GLW","LU0642271901.SGD","COHR","FDIF","LU2322448957.HKD","CHPS","FDTX","IE0002270589.USD","LU1989764748.USD","AIPI","IE00BBT3K403.USD","SKHL","IE00B66KJ199.SGD","LU0640476718.USD","IE00B1XK9C88.USD","QLD","LU0965509283.SGD","LU1366192091.USD","NBIS","LABX","LU1037948541.HKD","LU1934455863.HKD","07568","SKHU","03086","LU2360106780.USD","LU2471134796.USD","LU0963586101.USD","LU1852331112.SGD","NEBX","AAOX","LU1861559042.SGD","OPTZ","LU1868837136.USD","LU0175139822.USD","LU1823568750.SGD","LU1003077747.HKD","LU0823431563.USD","IGV","LU0109392836.USD","STXL","IE00B19Z9Z06.USD","WDCX","LU0208291251.USD","LU1868836914.USD","LU1983260115.SGD","LUMA","COHC","LU0476273544.USD","IE00B19Z9P08.USD","IE000M9KFDE8.USD","SCHM","MSFU","LU0949170772.SGD","LU2458330169.SGD","MSFL","CIEN","LU2102340556.USD","LU1235294995.USD","MSFO","GOOX","XT","IE00B7SZL793.SGD","IXN","FSMD","BK4526","XTL","LU0154245673.USD","NBIG","BK4515","TMSL","LU0012050646.USD","HBMX","IE00BJLML261.HKD","LU1037948897.HKD","LU0648001328.SGD","LU2473716301.USD","CRDO","SKYU","LU1935042991.SGD","DISK","MSFX","LU2089985449.USD","FOTO","SK","LU1674673428.USD","LU2250418816.HKD","BK4585","MSFW","GB00BDT5M118.USD","LU2045819591.USD","LU0444971666.USD","LU1435385759.SGD","LU0889565833.HKD","LU0787776722.HKD","SNDU","BK4077","FCUS","LU2290526834.HKD","IE0009354923.USD","IE00BK4W5L77.USD","LU0203347892.USD","09086","NBIZ","CWVX","LU0320765489.SGD","LU2023250330.USD","STXU","LU2168564065.EUR","LU1935042488.USD","QQQA","07266","CWC","LU0889566641.SGD","IE0031619046.USD","LU0289960550.SGD","LU2471134523.USD","CRWV","ORCX","LU0417517546.SGD","LU1935043023.USD","COHX","LU0240877869.USD","LU1989764664.SGD","LU1935042215.USD","LU0531971165.HKD","LU0070302665.USD","07709","LU0109391861.USD","ORAC","BK4528","SOXY","EMSF","LU2237957811.SGD","LU1934455194.USD","EFIV","BK4145","LU2896262040.SGD","09834","LU0256863811.USD","OGIG","LU2265009873.SGD","CIEX","VGT","GLWG","IE00BK4W5M84.HKD","SHOC","LU1642822529.SGD","QQQ","LU0823413587.USD","BK4553","LU1316542783.SGD","LU2471134952.CNY","LU0198837287.USD","LU1323610961.USD","ARTY","LU0661504455.SGD","LU0061475181.USD","LU0878866978.SGD","LU1989772840.SGD","LITE","LU0068578508.US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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":"「大空頭」Burry狠批AI巨頭呼籲放緩研發：純屬自私自利，為IPO造勢炒作，遮掩增長乏力困境","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_tw&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":["ANV","COHH","NVDD","AMZO","AMZD","DLLL","07788","AMYY","LITC","AVGO","GOU","AMDY","AMAA","LITE","DELL","NVDQ","GOOG","MSFC","MUZ","LITU","AMZY","MSFU","AZYY","AVGC","MSFX","MRVL","GOOW","SMCC","GOOY","CRWU","ANET","AVGU","AVGG","AVGX","CIEX","CRD","MVLL","CRDU","AMD","AMDW","AVL","AMZW","NVDG","DAMD","CRWG","COHR","NVDL","NVDX","MSFO","AMZU","LITZ","DIPS","SMCL","AMUU","CWII","AMDC","SMCZ","MSFW","NVDU","MU","HPE","AMZG","07388","MSFY","GOGL","MSFD","MUYY","MIC","MUD","SMCI","COHQ","CRDO","GOOL","AVGW","COHC","NVDB","MSFT","AMZZ","NVDA","SMYY","GGLL","GOOGL","AVS","GGLS","NVDO","COHX","CRWV","MRVU","MUG","MUU","NVDY","CIEN","GOOX","MRVX","NVYY","NVD","AMDG","MSFL","LITX","MULL","NVDW","CORD","NVII","SMCY","GOOP","AMDD","CWVX","AMZP","NVC","SMCX","CIEG","NVDS","CRWX","AMDL","ANEL","AMZN","LITG","HPEL"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2667659776","title":"光通信板塊盤前承壓明顯 康寧（GLW）跌7.12%、邁威爾科技（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_tw&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":"sh","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":"299f0a9977df499f8ead781071e5e5e7","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":["COHX","IE00BMPRXN33.USD","LU0444973449.USD","COHQ","BK4588","LU0106261612.USD","LU2272731600.USD","LU1261432733.SGD","SG9999018857.SGD","RULE","SGXZ51526630.SGD","LU2413666699.HKD","LU2360107168.USD","LU1861220033.SGD","BK4515","APH","IE0031619046.USD","LU2322448791.USD","LU1169590202.USD","BK4157","LU0127658192.USD","LU1992135399.USD","QQQA","LU1823568750.SGD","IE00BLSP4239.USD","MRVX","XNTK","DTCR","LU0823434583.USD","LU0240878834.USD","LU1316542783.SGD","IE00B19Z4B17.USD","CIEN","SG9999000418.SGD","LU2543165471.USD","ALAB","BK4581","IE00BMPRXQ63.HKD","LU2089985449.USD","LU2473716301.USD","LU1633808545.USD","BK4585","BK4604","COHR","SGXZ99366536.SGD","LU1721428933.USD","LU1119994496.HKD","BK4512","SG9999014906.USD","IE00BBT3K403.USD","LU2290526834.HKD","AIS","LU2322448957.HKD","LU1804176565.USD","LU0320765059.SGD","LU0056508442.USD","LU1720051108.HKD","COHH","COHC","LU0240877869.USD","HVAC","MRVU","IE00BYQQ9H92.USD","IE0004086264.USD","LU0154245756.USD","LU1861215975.USD","LU2458330243.SGD","IE00B5TLWC47.USD","LU0266013472.USD","MRVL","LU1303367103.USD","LU1548497426.USD","LU0708995401.HKD","BK4605","GLW","IE00BZ199S13.USD","AIPI","IE00BN8TJ469.HKD","LU2244417387.USD","SOXY","LABX","BK4543","LU2048586759.USD","SG9999018865.SGD","LU0012050646.USD","LU0957808578.USD","LU2272731865.HKD","IE00BLSP4452.SGD","LU0154236417.USD","LU0154245673.USD","FAI","LU0323240290.USD","LU0672654240.SGD","LU0476273544.USD","IE00B7SZL793.SGD","LU0444971666.USD","LU0719512351.SGD","LU1642822529.SGD","CIEX","SG9999014898.SGD","LU1244550577.SGD","FXL","LU0187121727.USD","ALA","SGXZ31699556.SGD","LU2458330169.SGD","LU1914381329.SGD","IE00BFMHRM44.USD","CHAT","EGGY","LU0081259029.USD","BK4148","MADE","AIFD","LU0205193047.USD","LU2265009873.SGD","LU2237957811.SGD","ARTY","LU2272731782.SGD","SG9999014914.USD","CIEG","XTL","LU2413666426.HKD","SG9999017495.SGD","LU1235294995.USD","LU2237957902.USD","MVLL","LU0642271901.SGD","FTXL","LU0109391861.USD","LU1366192091.USD","LU2098885051.SGD","IE00BMPRXR70.SGD","XSD","APHG","APHU","LU0348723411.USD","LU0323239441.USD","GTEK","IE00B3CCJ633.GBP","LU0274383776.USD","IE00BQXX3C00.GBP","IE00BGHQF417.EUR","LU2357305700.SGD","LU0823421333.USD","LU1852331112.SGD","SMHX","IE00B66KJ199.SGD","LU0061475181.USD","IE00BQXX3D17.EUR","LU2211815571.USD","LU0082616367.USD","LU0823421416.USD","LU1720051017.SGD","LU1084165304.USD","SG9999014880.SGD","LU1046421795.USD","GLWG","IE00BFXG0V08.USD","LU1169589451.USD","LU0205194284.USD","LU1989764664.SGD","BK4020","LU0823434740.USD","FDTX","LU0963586101.USD","LU2931357623.SGD","IE0004091025.USD","LU1267930730.SGD","WUGI","LU1244550221.USD","LU0347712357.USD","LU1992135472.HKD","SGXZ81514606.USD","IE00BQXX3F31.USD","BK4141","LU0342679015.USD","COWG","LU1244550494.USD","LU1815336760.USD","LU1989764748.USD","SPRX","IE00B2PGVK34.USD","IE00BD6J9T35.USD","LU0786609619.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1112239888","title":"異動解讀｜Coherent盤前下跌4.44%，AI放緩論衝擊半導體及光通信板塊疊加加息預期升温","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_tw&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":"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":"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！慧與科技、Skyworks周漲近20%，戴爾、AMD周升逾8%；Ciena周漲9%帶動光模塊","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_tw&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":["MRVU","AVGO","COHC","ORCZ","NVDD","ANV","AMUU","QCMD","NVDX","DAMD","DIPS","ORAC","COHX","AMDY","DELL","LINT","NVDO","ORCS","CIEG","NVDU","QCMU","INTW","AVGX","MRVL","AVGC","ORCX","AVGG","INT","NVDQ","AMDW","CIEN","SWKS","07388","NVD","AVGW","AMD","NVDS","QRVO","AVL","INTC","GLWG","NVC","COHH","COHQ","ORCL","HPEL","AMYY","NVDB","AMDL","MVLL","NVYY","MRVX","NVDW","INYY","NVDL","QCOM","AMDG","NVDA","AVS","HPQ","AVGU","NVDY","HPE","NVII","07788","AMDC","CIEX","COHR","NVDG","QCML","ORCU","DLLL","AMDD","GLW"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1142182328","title":"異動解讀｜Coherent夜盤下跌5.62%，報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_tw&edition=fundamental","pubTime":"2026-09-14 08:01","pubTimestamp":1789344067,"startTime":"0","endTime":"0","summary":"9月14日，Coherent夜盘下跌5.62%，报288.22美元/股，成交额13.85万美元。Coherent所在的电子元件行业中，个股普遍承压，其中康宁跌3.4%，安诺电子跌1.2%，威世科技跌0.9%，美国力特保险丝持平，百通公司持平。Coherent是材料、网络和激光器领域的全球领导者，是一家垂直整合的制造公司，开发、制造和销售工程材料、光电子元件和器件，以及用于工业、通信、电子和仪器仪表市场的激光器。（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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1121468746","title":"美股光通信概念股集體上漲，Coherent升逾3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121468746","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121468746?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 21:40","pubTimestamp":1789134017,"startTime":"0","endTime":"0","summary":"美股光通信概念股集体上涨，其中， $Viavi Solutions(VIAV)$、  $Amphenol(APH)$、 $Coherent(COHR)$、 $AXT Inc(AXTI)$、 $Lumen Technologies(LUMN)$涨超3%， $Himax(HIMX)$、 $Applied Optoelectronics(AAOI)$、  $Ciena(CIEN)$涨超2%， $Marvell Technology(MRVL)$、 $Corning(GLW)$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":["APHU","MRVU","AXTC","GLWG","AAOX","AAOG","CIEN","COHH","LUMN","VIAG","HIMX","MRVX","COHX","APH","CIEX","AAOI","MRVL","AXTU","AAOZ","AXTX","AXTI","CIEG","VIAV","COHC","MVLL","APHG","COHQ","AXTQ","AXTL","GLW","COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1108437657","title":"異動解讀｜Coherent盤中上漲3.69%，光博會持續催化疊加高盛大幅上調光模塊行業預期","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_tw&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":"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":"異動解讀｜Coherent盤前上漲3.63%，光博會持續催化疊加高盛大幅上調光模塊行業預期","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_tw&edition=fundamental","pubTime":"2026-09-11 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21:44","pubTimestamp":1789047890,"startTime":"0","endTime":"0","summary":"9月10日，Coherent盘中下跌3.99%，报305.23美元/股，成交额2.07亿美元。Coherent所在的电子元件行业中，个股普遍承压，其中康宁跌1.15%，安诺电子跌1.4%，威世科技跌1.23%，美国力特保险丝跌1.09%，罗杰斯涨1.3%。Coherent是材料、网络和激光器领域的全球领导者，是一家垂直整合的制造公司，开发、制造和销售工程材料、光电子元件和器件，以及用于工业、通信、电子和仪器仪表市场的激光器。（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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1165975467","title":"異動解讀｜Coherent盤前下跌3.5%，報292.85美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1165975467","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1165975467?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 20:34","pubTimestamp":1789043698,"startTime":"0","endTime":"0","summary":"9月10日，Coherent盘前下跌3.5%，报292.85美元/股，成交额1303.03万美元。Coherent所在的电子元件行业中，个股普遍承压，其中康宁跌3.12%，威世科技跌2.09%，安诺电子跌1.55%，美国力特保险丝持平，百通公司持平。Coherent是材料、网络和激光器领域的全球领导者，是一家垂直整合的制造公司，开发、制造和销售工程材料、光电子元件和器件，以及用于工业、通信、电子和仪器仪表市场的激光器。（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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183599806","title":"異動解讀｜Coherent盤中上漲3.08%，OpenAI新模型發布疊加光博會開幕提振光通信板塊","url":"https://stock-news.laohu8.com/highlight/detail?id=1183599806","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183599806?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 21:35","pubTimestamp":1788960936,"startTime":"0","endTime":"0","summary":"9月9日，Coherent盘中上涨3.08%，报311.53美元/股，成交额1.24亿美元。消息面上，OpenAI最新模型Astra发布引发AI产业链热情持续升温，Coherent作为光通信核心标的受益明显。同日，第27届中国光博会正式开幕，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升温。","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":"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發布Astra模型後，AI相關股票應聲大漲","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_tw&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":"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":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2360107168.USD","LU0106261612.USD","LITZ","COHH","LITE","LU2211815571.USD","SGXZ99366536.SGD","LU2473716301.USD","CRWU","IE00B19Z4B17.USD","LU1720051017.SGD","FOTO","CORD","LU0012050646.USD","BK4585","LU2357125470.USD","IE0031619046.USD","BK4148","CRWG","LU0823414478.USD","LU2543165471.USD","CWVX","COHX","LU2322448791.USD","LU0266013472.USD","SPRX","SGXZ81514606.USD","COHC","LU1861220033.SGD","LU2272731865.HKD","IE00B66KJ199.SGD","LITU","COHQ","LU0240878834.USD","LU1861558580.USD","LU2931357623.SGD","LU0205194284.USD","CRWX","IE00B7SZL793.SGD","SGXZ51526630.SGD","LU2249611893.SGD","LU2290526834.HKD","LU0289739343.SGD","CWII","COHR","LU0348723411.USD","LU0511384066.AUD","LU1548497426.USD","LU2272731600.USD","LU0205193047.USD","LU0823414551.USD","LU1861215975.USD","LUMA","LU2089985449.USD","BK4588","BK4157","LAZR","LITG","LU2357305700.SGD","LU2294711713.HKD","LU0274383776.USD","CRWV","LU1861559042.SGD","LU1992135399.USD","LU1720051108.HKD","LU2506951792.HKD","LITC","BK4116","BK4020","EGGY","LU1992135472.HKD","LU2272731782.SGD","LU0289961442.SGD","LITX","LU0240877869.USD","LU2322448957.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175550620","title":"美股光通信、存儲概念股走強，Lumentum升逾10%， SK海力士升逾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_tw&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":["LU0511384066.AUD","LU1046421795.USD","LU0274383776.USD","LU2543165471.USD","SNDK","SKHA","LITX","LU0963586101.USD","IE00B19Z9Z06.USD","LU2272731865.HKD","SKHL","PTF","SNDG","SGXZ51526630.SGD","COHC","BK4585","LU0823413587.USD","SIXG","LU0072461881.USD","LU0203345920.USD","QQQG","SKHN","LU0444973449.USD","EEMO","FSMD","LU2294711713.HKD","EGGY","CGGO","SNDC","SKDD","STXX","OPTZ","LU0012050646.USD","LU1548497426.USD","LU2506951792.HKD","SNDQ","CNEQ","LU0240878834.USD","SNDU","COWG","HYNX","LU0006061336.USD","GB00BDT5M118.USD","LU0348723411.USD","IE00B19Z4B17.USD","SKHZ","DRMY","LU2249611893.SGD","COHX","RAM","LU2322448957.HKD","LU2272731600.USD","SKHQ","LU0289739343.SGD","SGXZ81514606.USD","WDCX","IE00B19Z9P08.USD","RAMZ","LU0823414478.USD","LU0205194284.USD","FOTO","LITU","IE00B66KJ199.SGD","LYTE","COHQ","LU0957808578.USD","LU1670627923.USD","LITC","DRAL","STXL","STXU","LU2265009873.SGD","SKUU","WLDR","DISK","LU1823568750.SGD","RULE","LITE","LU0154236417.USD","CNAV","IE00BFMHRM44.USD","LITZ","TMSL","IE00B7SZL793.SGD","LU0823414551.USD","BK4512","LAZR","LU1992135472.HKD","LU1642822529.SGD","LU1670628061.USD","LU0823413660.USD","BK4157","LU0240877869.USD","LU0162691827.USD","GLW","LU1861215975.USD","LU0106261612.USD","LU2089985449.USD","LU0205193047.USD","SKHX","LU1815336760.USD","LU0054578231.USD","LU1956131251.USD","LU2357305700.SGD","SGXZ99366536.SGD","LU0266013472.USD","LU1720051017.SGD","LU1992135399.USD","GLWG","EDZ","LU1069347547.HKD","IE0031619046.USD","BK4588","BK4020","STX","LU2272731782.SGD","LU2473716301.USD","FCUS","LU2322448791.USD","SK","LU1804176565.USD","WDCC","LU1035773651.USD","LU2360107168.USD","LU0444971666.USD","LU0823397285.USD","FDTX","LU1720051108.HKD","LU1983260115.SGD","LU2063271972.USD","SKHY","LU1235294995.USD","LU0476273544.USD","LU0823397103.USD","COHH","BK4148","LUMA","LU0289961442.SGD","WDC","LU1861220033.SGD","LU2290526834.HKD","SKHU","SNXX","IE00B894F039.SGD","LU0081259029.USD","LITG","LU0203347892.USD","QQQA","SPRX","BK7142","BK4141","LU2357125470.USD","LU2931357623.SGD","SCHA","SCHM","LU2211815571.USD","COHR","07709","BK4170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665376105","title":"光通信板塊強勢 Coherent（COHR）漲7.24% 高盛上調光模塊行業預期","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_tw&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":"nz","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":["LU2211815571.USD","LU1861220033.SGD","LU2471134952.CNY","LU0251142724.SGD","LU2237443622.USD","LU0823414478.USD","LITZ","POET","EGGY","LU2089985449.USD","XITK","IE00B66KJ199.SGD","LU1720051017.SGD","AXTC","BK4552","LU2237443978.SGD","COHR","GSX","LU0205193047.USD","LU2543165471.USD","LU1868837136.USD","IE00B19Z4B17.USD","LU2360107168.USD","LU2290526834.HKD","LU1791807156.HKD","PTF","IE00B7SZL793.SGD","LU0266013472.USD","BK4588","LU2272731782.SGD","LU1720051108.HKD","COHQ","LU1144417596.USD","BK4157","BK4504","LU0205194284.USD","LU0210536198.USD","LU0251131958.USD","SGXZ99366536.SGD","LU1668664300.SGD","FCUS","LU0742534661.SGD","GS","LU2322448957.HKD","LU1804176565.USD","LU2237443549.SGD","LU0240878834.USD","LU0345770993.USD","BK4148","LU1992135399.USD","SGXZ51526630.SGD","LU2471134879.HKD","LU0012050646.USD","BK4550","GLW","LU0106261612.USD","LU2237443895.HKD","LAZR","LU0868494617.USD","IE00BFXG1179.USD","LU1868837300.USD","IE0031619046.USD","LU0289961442.SGD","AXTI","IE0002270589.USD","IE0004086264.USD","LU0345770308.USD","LU0061475181.USD","COHX","COHC","LU0289739343.SGD","AAOG","LU2237443465.HKD","LU2249611893.SGD","LU2931357623.SGD","IE0034235188.USD","BK4533","COHH","IE0004091025.USD","LU2322448791.USD","BK4147","LU0348723411.USD","LU2294711713.HKD","LITG","BK4585","LU2265009873.SGD","LU0096364046.USD","LU2471134796.USD","AXTX","LITC","AXTL","LITU","LU1992135472.HKD","CNAV","IE00B19Z3581.USD","RULE","SPRX","LU2272731600.USD","LU2896262040.SGD","AXTQ","AAOI","LU2357125470.USD","LITX","LU2750360641.GBP","LU0106831901.USD","LU1894683264.USD","LU0823414551.USD","IE00BFMHRM44.USD","BK4516","LU1868836591.USD","LU1868836914.USD","GLWG","LU0240877869.USD","IE00B19Z3B42.SGD","LITE","LU2750360997.AUD","LU1868836757.USD","LU0868494708.USD","LU2237438978.USD","IE00BSNM7G36.USD","LU2357305700.SGD","BK4141","LU2471134523.USD","POEL","LU1861215975.USD","AXTU","LU2473716301.USD","BK4512","SGXZ81514606.USD","LU1894683348.USD","LU0942090050.USD","LU2237443382.USD","LU2506951792.HKD","LU0048573561.USD","AAOX","LU2272731865.HKD","BK4020","BK4127","LU0511384066.AUD","LU0274383776.USD","LU1548497426.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1117792775","title":"部分光通信概念股拉升，AAOI升逾7%，康寧升逾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_tw&edition=fundamental","pubTime":"2026-09-08 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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":["LU2089985449.USD","XITK","AAOI","LU1548497426.USD","LU2272731782.SGD","LU1992135472.HKD","LU2322448791.USD","BK4148","BK4585","IE00BFMHRM44.USD","CNAV","LU0348723411.USD","IE00B7SZL793.SGD","LU1861215975.USD","AAOG","IE00B19Z4B17.USD","LU1861220033.SGD","LU2211815571.USD","LU2357305700.SGD","RULE","IE0031619046.USD","SGXZ81514606.USD","SIXG","LAZR","BK4588","GLW","LU2272731865.HKD","LU2360107168.USD","COHH","COHC","LUMA","BK4020","LU0266013472.USD","GLWG","LU1804176565.USD","EGGY","LU2272731600.USD","LU2931357623.SGD","COHQ","LU1992135399.USD","SGXZ51526630.SGD","LU2265009873.SGD","SGXZ99366536.SGD","LU2543165471.USD","AAOZ","COHR","FOTO","LU1720051108.HKD","LU2322448957.HKD","LYTE","IE00B66KJ199.SGD","COHX","LU1720051017.SGD","LU2290526834.HKD","LU2473716301.USD","SPRX","BK4157","BK4512","AAOX","LU0274383776.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169009218","title":"異動解讀｜Coherent盤中上漲3.04%，光博會開幕在即疊加機構看多提振光通信板塊情緒","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_tw&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}],"pageSize":20,"totalPage":20,"pageCount":1,"totalSize":400,"code":"91000000","status":"200"}]}}