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Coherent

271.17

+4.671.75%

盤前：278.106.93+2.56%04:18 EDT

成交量：434.03萬

成交額：11.85億

市值：530.52億

市盈率：65.82

高：279.50

開：271.15

低：269.34

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：0.59

換手率：2.23%

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):65.82

資料載入中...

總覽公司新聞資訊公告

盤前異動 | 半導體、存儲、光通信板塊上揚，康寧升逾5%，邁威爾科技升逾4%，美光升逾3%

老虎资讯综合

異動解讀｜Coherent夜盤上漲3.11%，連續回調後反彈疊加目標價上調及供應協議支撐

異動解讀｜Coherent盤中上漲3.44%，連續回調後反彈疊加目標價上調及供應協議支撐

費城半導體指數盤初拉升1.29% 博通(AVGO)漲2.28% 機構指近期半導體類股回調屬市場正常修正而非AI需求轉弱

異動解讀｜Coherent盤前下跌3.32%，報304.3美元

美股光通信板塊大跌！Credo跌超7%，Coherent跌近6%，康寧跌近5%

異動解讀｜Coherent盤中下跌3.34%，報315.86美元

異動解讀｜Coherent盤前下跌3.19%，報326.91美元

異動解讀｜Coherent夜盤下跌3.04%，報325.48美元

異動解讀｜Coherent盤中上漲3.19%，與AXT簽署供應協議疊加目標價上調提振

異動解讀｜Coherent夜盤上漲3.37%，與AXT簽署供應協議疊加目標價上調提振

美股夜盤｜邁威爾科技跌超3%；康寧跌超4%；閃迪跌超3%，希捷科技跌近3%

老虎资讯综合

2026年6月26日AXT的子公司AXT-Tongmei與Coherent Corp簽署了一份為期三年的《主開發與供應協

AXT Inc與Coherent簽署主開發與供應協議自2026年6月25日起生效 - SEC文件披露

異動解讀｜Coherent盤中下跌4.27%，光通信板塊持續承壓拖累

Raymond James將光通信概念股Coherent目標價從371美元上調至435美元。

盤前異動 | 三大股指期貨走低，科技、存儲、光通信、中概股盤前多數下跌，谷歌、英偉達跌 1%，ARM、康寧、閃迪、蔚來跌3%

老虎资讯综合

異動解讀｜Coherent盤前下跌3.2%，光通信板塊持續承壓拖累

異動解讀｜Coherent夜盤下跌3.16%，光通信板塊持續承壓拖累

異動解讀｜Coherent盤中下跌5.13%，光通信板塊集體承壓拖累

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16:02","pubTimestamp":1783584154,"startTime":"0","endTime":"0","summary":"7月9日，美股三大股指期货集体上涨，道指期货涨0.21%，标普500指数期货涨0.37%，纳指期货涨0.72%。半导体板块集体上涨，迈威尔科技涨超4%，ARM、英特尔涨超3%，AMD涨近2%；存储概念股板块普涨，美光涨近4%，西部数据涨近3%，希捷科技、闪迪涨超2%；光通信概念股板块集体上扬，康宁涨超5%，AAOI涨近4%，LITE涨超2%；","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"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":["IE000MB6IJN5.SGD","KJD","LU2048586759.USD","BK4515","LU2098885051.SGD","LU1235294995.USD","LU2764263203.CNY","LU1548497426.USD","GB00BDT5M118.USD","MU","RAM","WDCX","LU1642822529.SGD","CHPS","LU0859254822.USD","BK4550","BK4604","LU0238689110.USD","LU2148611432.USD","BK4575","LU1868837300.USD","LU0081259029.USD","HK0000304805.HKD","LU0444971666.USD","LU0683600562.USD","LU2244417387.USD","FTXL","BK4170","LU2211815571.USD","LU0348723411.USD","LU2473716301.USD","SNXX","LU2750360641.GBP","LU1169590202.USD","LU1261432733.SGD","SNDQ","LINT","LU0096364046.USD","ARMW","LU1316542783.SGD","LU1852331112.SGD","LU2054465674.USD","AMUU","LU1861220033.SGD","SOXX","LU0056508442.USD","SMH","IE00BK4W5M84.HKD","KBDU","LU0082616367.USD","LU1323610961.USD","SG9999001424.SGD","LU2543165471.USD","BK4020","SOXQ","BK4543","LU2764262908.HKD","BK4535","LU2458330169.SGD","ARMG","AAOI","BK4534","AMYY","IE000WAW04H5.SGD","LITE","LU0823434583.USD","SOXY","LU0274383776.USD","IE00B5949003.HKD","LU0792757196.USD","IE0031619046.USD","LU0149725797.USD","IE00B66KJ199.SGD","JD","LU0187121727.USD","SNDG","BBYY","AMDW","BK4529","LU0054578231.USD","LU1992135399.USD","TEKX","LU1914381329.SGD","IE00BLSP4239.USD","ARM","LU1720051017.SGD","BK4527","LU0097036916.USD","MVLL","IE00BMPRXQ63.HKD","LU1720051108.HKD","BK4579","LU0157215616.USD","LU0642271901.SGD","MUU","IE0000B7K699.USD","IE000BZT7R73.USD","LU2471134952.CNY","BK4532","BABX","LU0203347892.USD","SNDU","LU1992135472.HKD","SMHX","IE00BMPRXR70.SGD","BABA","GLW","LU0321505439.SGD","LU2272731600.USD","LU2764263039.SGD","MUD","BK4605","CHPY","BIDG","WDC","LU1989764664.SGD","LU2931357623.SGD","IE00BMPRXN33.USD","SG9999000418.SGD","BK4553","LU2357627491.SGD","LU2290526834.HKD","LU0203345920.USD","LU0823421333.USD","IE0002270589.USD","IE00BBT3K403.USD","KBAB","LU0321505868.SGD","LU0889565833.HKD","LU0823434740.USD","AAOX","INTW","LU2272731782.SGD","LU2458330243.SGD","GLWG","LU1267930813.SGD","IE00BK4W5L77.USD","IE00B19Z3B42.SGD","LITX","LU1169589451.USD","BABU","BK4612","LU0889566641.SGD","BABW","COHX","AMDD","USD","BK4602","AMDL","BK4585","LU1119994496.HKD","MULL","DRAM","STX","LU0957808578.USD","IE00BN8TJ469.HKD","LU0109392836.USD","PSI","NTES","LU2286300806.USD","LU1366333091.USD","IE00BFMHRM44.USD","BK4533","XSD","BK4588","PTF","SSG","LU1868837136.USD","IE000SO60NU8.SGD","LU2471134523.USD","159582","IE00B7SZL793.SGD","LU0476273544.USD","IE00B19Z3581.USD","LU1868836591.USD","LU0154236417.USD","BK4148","BK4566","LU1084165304.USD","LU2471134879.HKD","LU2322448957.HKD","LU2360107168.USD","BK4512","BK4141","MRVU","AMD","LU1868836914.USD","SOXL","BK4581","LU2720916845.USD","LU0061475181.USD","IE000F7OJYX1.SGD","LU0963586101.USD","VGT","LU2322448791.USD","LU2250418816.HKD","SOXS","HK0000304797.USD","LU1046421795.USD","LU1861215975.USD","BK4554","COHR","DAMD","LU2750360997.AUD","INTC","LU2357305700.SGD","LU1815336760.USD","IE000M9KFDE8.USD","AMDY","CNAV","IE00BLSP4452.SGD","LU0823421416.USD","LU1803068979.SGD","LU1823568750.SGD","LU2360106780.USD","LU0127658192.USD","LU2471134796.USD","IE0009356076.USD","LU0719512351.SGD","ARMU","MRVL","LU0786609619.USD","SNDK","IE00B19Z4B17.USD","LU1989764748.USD","LU0787776722.HKD","LU1303367103.USD","BIDU","IE00B7SZLL34.SGD","LU1868836757.USD","LU2272731865.HKD","BABO","LU0444973449.USD","AMDU","SNDC","AMDG","LU2089985449.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1108503064","title":"異動解讀｜Coherent夜盤上漲3.11%，連續回調後反彈疊加目標價上調及供應協議支撐","url":"https://stock-news.laohu8.com/highlight/detail?id=1108503064","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1108503064?lang=zh_tw&edition=fundamental","pubTime":"2026-07-09 15:14","pubTimestamp":1783581275,"startTime":"0","endTime":"0","summary":"7月9日，Coherent夜盘上涨3.11%，报326.91美元/股，成交额699.49万美元。此前该股自7月7日起连续回调，盘中一度下探至304.3美元附近，累计跌幅超10%。消息面上，AXT子公司北京通美与Coherent已于6月25日签署为期三年的6英寸磷化铟晶圆主开发与供应协议，预付款超2200万美元，锁定关键材料产能；Raymond James将其目标价从371美元上调至435美元，较当前股价仍有显著上行空间。","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":"1190854468","title":"異動解讀｜Coherent盤中上漲3.44%，連續回調後反彈疊加目標價上調及供應協議支撐","url":"https://stock-news.laohu8.com/highlight/detail?id=1190854468","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1190854468?lang=zh_tw&edition=fundamental","pubTime":"2026-07-08 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機構指近期半導體類股回調屬市場正常修正而非AI需求轉弱","url":"https://stock-news.laohu8.com/highlight/detail?id=2649985991","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649985991?lang=zh_tw&edition=fundamental","pubTime":"2026-07-08 21:52","pubTimestamp":1783518752,"startTime":"0","endTime":"0","summary":"消息面上，美银证券新近发布半导体产业报告指出，近期半导体类股回调属于市场正常修正，而非AI需求转弱的讯号。该行指出，市场目前更应聚焦AI需求是否持续转化为企业获利，而非短期股价波动。随着超大型云端服务业者持续扩大AI投资，以及全球资料中心建设需求增加，半导体产业中长期基本面仍维持正向。报告预估，到2027年，全球云端运算及AI基础建设资本支出将逼近1.5万亿美元，较目前水准增长约40%至50%。","market":"other","thumbnail":"https://static.szfiu.com/news/20250107/NDM0MDU5MzA2MzUx.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDM0MDU5MzA2MzUx.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"302346","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":["AVGO","FTXL","SOXS","TER","CNAV","SOXY","TDIV","ARTY","XSD","CGDG","TEKX","PSI","COHR","FWD","AGIX","SOX","SOXQ","EIS","QQQG","VTHR","TEK","CHPY","SSG","KNOW","USD","NBDS","XNTK","SMH","SOXW","CHAT","AMAT","VGT","CRDU","SMHX","AVL","MQQQ","SOXL","CRDO","SOXX","WUGI","ALAB","NULC","LRCX","AIPO","XLK","159582","CHPS","AMUU","QTOC","RMBS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1165387718","title":"異動解讀｜Coherent盤前下跌3.32%，報304.3美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1165387718","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1165387718?lang=zh_tw&edition=fundamental","pubTime":"2026-07-08 16:33","pubTimestamp":1783499598,"startTime":"0","endTime":"0","summary":"7月8日，Coherent盘前下跌3.32%，报304.3美元/股，成交额162.84万美元。Coherent所在的电子元件行业中，个股普遍承压，其中威世科技跌4.29%，Amplitech Group Inc.跌4.48%，康宁跌3.46%，安诺电子跌1.65%，美国力特保险丝跌0.4%。（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":"2649933102","title":"美股光通信板塊大跌！Credo跌超7%，Coherent跌近6%，康寧跌近5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2649933102","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649933102?lang=zh_tw&edition=fundamental","pubTime":"2026-07-07 21:44","pubTimestamp":1783431840,"startTime":"0","endTime":"0","summary":"北京时间7日晚，美股光通信板块盘初集体下跌。截至发稿，Coherent跌近6%，康宁跌近5%，Lumentum跌近4%，Credo跌超7%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607073797037229.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/202607073797037229.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":["COHX","LU2322448791.USD","LU2473716301.USD","IE00BFMHRM44.USD","LU0274383776.USD","LU1804176565.USD","LU2322448957.HKD","LU2272731600.USD","LU2543165471.USD","LU2360107168.USD","SGXZ81514606.USD","LU2272731865.HKD","IE00B7SZL793.SGD","BK4512","LU1720051108.HKD","LU1992135472.HKD","FFTY","SGXZ51526630.SGD","BK4585","BK4157","SIXG","BK4148","GLW","IE00B66KJ199.SGD","LU1861215975.USD","LU2089985449.USD","LU2272731782.SGD","EGGY","LU1861220033.SGD","LU2290526834.HKD","LU1548497426.USD","LU2357305700.SGD","SGXZ99366536.SGD","SPRX","LU1992135399.USD","LU1720051017.SGD","LU2265009873.SGD","GLWG","LU0348723411.USD","LU2931357623.SGD","IE0031619046.USD","BK4588","IE00B19Z4B17.USD","RULE","LU2211815571.USD","COHR","CNAV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1162613168","title":"異動解讀｜Coherent盤中下跌3.34%，報315.86美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1162613168","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162613168?lang=zh_tw&edition=fundamental","pubTime":"2026-07-07 21:36","pubTimestamp":1783431410,"startTime":"0","endTime":"0","summary":"7月7日，Coherent盘中下跌3.34%，报315.86美元/股，成交额1.11亿美元。Coherent所在的电子元件行业中，个股普遍承压，其中威世科技跌6.5%，康宁跌5.37%，美国力特保险丝跌4.89%，安诺电子跌3.85%，Amplitech Group Inc.涨15.66%。（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":"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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1181328424","title":"異動解讀｜Coherent盤前下跌3.19%，報326.91美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1181328424","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1181328424?lang=zh_tw&edition=fundamental","pubTime":"2026-07-07 16:11","pubTimestamp":1783411909,"startTime":"0","endTime":"0","summary":"7月7日，Coherent盘前下跌3.19%，报326.91美元/股，成交额177.91万美元。Coherent所在的电子元件行业中，个股普遍承压，其中康宁跌3.07%，威世科技跌2.53%，安诺电子跌1.38%，美国力特保险丝持平，百通公司涨0.24%。（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":"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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102464389","title":"異動解讀｜Coherent夜盤下跌3.04%，報325.48美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1102464389","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102464389?lang=zh_tw&edition=fundamental","pubTime":"2026-07-07 11:53","pubTimestamp":1783396405,"startTime":"0","endTime":"0","summary":"7月7日，Coherent夜盘下跌3.04%，报325.48美元/股，成交额382.21万美元。Coherent所在的电子元件行业中，个股普遍承压，其中康宁跌3.9%，威世科技跌3.18%，安诺电子跌0.79%，美国力特保险丝持平，百通公司持平。（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":"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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194321009","title":"異動解讀｜Coherent盤中上漲3.19%，與AXT簽署供應協議疊加目標價上調提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1194321009","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1194321009?lang=zh_tw&edition=fundamental","pubTime":"2026-07-06 22:00","pubTimestamp":1783346455,"startTime":"0","endTime":"0","summary":"7月6日，Coherent盘中上涨3.19%，报348.25美元/股，成交额2.43亿美元。消息面上，SEC文件显示AXT Inc与Coherent已正式签署主开发与供应协议，于6月25日生效，双方在技术开发与产品供应领域建立长期合作关系，涉及产能分配及产品路线等安排。此外，Raymond James近日将Coherent目标价从371美元上调至435美元，较当前股价仍有显著上行空间。此前Coherent因光通信板块集体回调连续两日累计下跌超10%，在基本面未现利空、多重利好逐步消化的背景下，本次反弹体现市场情绪修复。","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":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1144333628","title":"異動解讀｜Coherent夜盤上漲3.37%，與AXT簽署供應協議疊加目標價上調提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1144333628","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1144333628?lang=zh_tw&edition=fundamental","pubTime":"2026-07-06 08:03","pubTimestamp":1783296220,"startTime":"0","endTime":"0","summary":"7月6日，Coherent夜盘上涨3.37%，报345.6美元/股，成交额15.66万美元。消息面上，SEC文件显示AXT Inc与Coherent已正式签署主开发与供应协议，于6月25日生效，双方在技术开发与产品供应领域建立长期合作关系，涉及产能分配及产品路线等安排。此外，Raymond James近日将Coherent目标价从371美元上调至435美元，较当前股价仍有显著上行空间。此前Coherent因光通信板块集体回调连续两日累计下跌超10%，在基本面未现利空、多重利好消息逐步消化的背景下，本次反弹体现市场情绪修复。","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":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175677661","title":"美股夜盤｜邁威爾科技跌超3%；康寧跌超4%；閃迪跌超3%，希捷科技跌近3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175677661","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175677661?lang=zh_tw&edition=fundamental","pubTime":"2026-07-03 08:14","pubTimestamp":1783037692,"startTime":"0","endTime":"0","summary":"芯片股下跌，三倍做多半导体ETF-Direxion Daily跌5.17%，ARM Holdings跌3.38%，联电跌3.15%，迈威尔科技跌3.12%，Cerebras Systems跌2.72%，英特尔、应用材料跌2.43%，美国超微公司跌1.97%。存储芯片股下跌，Roundhill Memory ETF跌5.07%，西部数据跌3.80%，闪迪跌3.50%，希捷科技跌2.97%，美光科技跌2.96%，其中，闪迪受Anthropic自研AI芯片消息拖累半导体板块影响。光通信股下跌，康宁跌4.35%，Applied Optoelectronics Inc.跌4.09%，AXT Inc跌3.92%，Credo Technology Group Holding Ltd跌2.89%，Coherent跌2.79%，Lumentum Holdings Inc.跌2.62%，其中，AXT Inc与Coherent签署主开发与供应协议消息受到关注。","market":"us","thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e2482c489456454bb2227ec34bbeb7d8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DLLL","NOK","CRWU","AXTI","LITX","MVLL","NEBX","IREX","NBIL","AAOI","IRE","CBRS","CRDO","BEZ","MUU","LINT","INTC","MULL","BIDG","WDC","LNOK","NIO","SOXL","CRWG","AMDL","SNDG","AMD","CWII","NIOG","MUD","XPEV","BE","CWVX","DRAM","ARM","UMC","SNDK","AMYY","BEX","ARMG","DAMD","KBDU","STX","SNDQ","SNXX","AMDY","DELL","ARMU","MU","AMDG","KPDD","AMUU","COHR","BIDU","INTW","AMAT","PDDL","WDCX","CORD","AMDW","MRVL","SNDU","IREZ","COHX","SNDC","ARMW","CRWV","GLW","LITE","AMDU","NBIZ","YINN","PDD","IREG","CRDU","NBIS","MRVU","AMDD","BEG","GLWG","XPEG","IREN"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2648639154","title":"2026年6月26日AXT的子公司AXT-Tongmei與Coherent Corp簽署了一份為期三年的《主開發與供應協","url":"https://stock-news.laohu8.com/highlight/detail?id=2648639154","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648639154?lang=zh_tw&edition=fundamental","pubTime":"2026-07-03 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Inc與Coherent簽署主開發與供應協議 自2026年6月25日起生效 - SEC文件披露","url":"https://stock-news.laohu8.com/highlight/detail?id=1126937356","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1126937356?lang=zh_tw&edition=fundamental","pubTime":"2026-07-03 05:09","pubTimestamp":1783026584,"startTime":"0","endTime":"0","summary":"根据提交给美国证券交易委员会（SEC）的文件显示，AXT Inc（AXTI）与Coherent（COHR）已正式签署一项主开发与供应协议。该协议将于2026年6月25日正式生效。\n这份协议标志着两家公司在技术开发与产品供应领域建立了长期合作关系。双方将基于此框架协议，在特定领域展开深入合作，共同推进相关产品的开发进程，并确立稳定的供应链关系。此举预计将整合双方的优势资源，提升在各自市场中的竞争地位。\n协议的生效日期明确设定在2026年中，为双方预留了充足的准备与规划时间。此类战略性合作协议的签署，通常涉及对未来产品路线、产能分配以及知识产权等方面的详细安排，旨在为长期的业务协同奠定坚实基础。","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":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHX","COHR","IE00B66KJ199.SGD","LU2272731865.HKD","LU1861215975.USD","LU2322448791.USD","LU1720051108.HKD","LU1720051017.SGD","AXTI","IE00B7SZL793.SGD","LU2089985449.USD","LU1992135399.USD","LU1992135472.HKD","LU2272731600.USD","SGXZ51526630.SGD","BK4157","BK4147","LU2272731782.SGD","LU2290526834.HKD","LU2357305700.SGD","LU2473716301.USD","SGXZ81514606.USD","LU2211815571.USD","BK4148","LU1861220033.SGD","LU2931357623.SGD","IE0031619046.USD","IE00B19Z4B17.USD","BK4585","LU2360107168.USD","LU1548497426.USD","LU0274383776.USD","LU2322448957.HKD","SGXZ99366536.SGD","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102575575","title":"異動解讀｜Coherent盤中下跌4.27%，光通信板塊持續承壓拖累","url":"https://stock-news.laohu8.com/highlight/detail?id=1102575575","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102575575?lang=zh_tw&edition=fundamental","pubTime":"2026-07-02 21:30","pubTimestamp":1782999039,"startTime":"0","endTime":"0","summary":"7月2日，Coherent盘中下跌4.27%，报354.815美元/股，成交额7919.51万美元。消息面上，美股光通信板块延续近期集体下挫态势，康宁、Credo盘前跌超3%，板块整体承压持续拖累个股表现。Coherent前一交易日已跌超6%，本次下跌为板块联动回调的延续。值得注意的是，Raymond James当日将Coherent目标价从371美元上调至435美元，但未能扭转板块情绪压制。","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":"2648850274","title":"Raymond James將光通信概念股Coherent目標價從371美元上調至435美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2648850274","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648850274?lang=zh_tw&edition=fundamental","pubTime":"2026-07-02 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| 三大股指期貨走低，科技、存儲、光通信、中概股盤前多數下跌，谷歌、英偉達跌 1%，ARM、康寧、閃迪、蔚來跌3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114850505","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1114850505?lang=zh_tw&edition=fundamental","pubTime":"2026-07-02 16:15","pubTimestamp":1782980112,"startTime":"0","endTime":"0","summary":"美股三大股指期货盘前小幅走低，截止发稿，道指期货跌0.10%，纳指期货跌0.67%，标普500指数期货跌0.17%。热门科技股盘前多数下跌：谷歌就41亿欧元欧盟反垄断罚款上诉失利，谷歌盘前跌 1%。特斯拉跌0.5%，英伟达、 $SpaceX(SPCX)$跌 1%，英特尔跌 2%，ARM跌 3%存储股盘前普跌，闪迪、西部数据跌 3%，美光科技、希捷科技跌 2%。光通信股亦下挫，康宁、 $Coherent(COHR)$、 $Credo Technology Group Holding Ltd(CRDO)$盘前跌 3%。热门中概股盘前多数下跌，百度跌逾 4%，蔚来、万国数据跌 3%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e2482c489456454bb2227ec34bbeb7d8","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":["SPAX","SPCH","CRDO","COHX","SPCM","SPCQ","SPAL","SPCX","SPCG","SSPC",".SPX",".DJI","CRDU","SNK","COHR","SPCU","SPCF",".IXIC","LOFF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187676401","title":"異動解讀｜Coherent盤前下跌3.2%，光通信板塊持續承壓拖累","url":"https://stock-news.laohu8.com/highlight/detail?id=1187676401","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187676401?lang=zh_tw&edition=fundamental","pubTime":"2026-07-02 16:06","pubTimestamp":1782979605,"startTime":"0","endTime":"0","summary":"7月2日，Coherent盘前下跌3.2%，报357.0美元/股，成交额198.01万美元。消息面上，美股光通信板块延续近期集体下挫态势，康宁跌超3%，板块整体承压持续拖累个股表现。Coherent前一交易日已跌超6%，本次下跌为板块联动回调的延续。此前Coherent于6月中旬获美国CHIPS法案5000万美元专项补贴用于德州谢尔曼6英寸磷化铟产线扩建，基本面未现明显利空，短期调整更多体现行业情绪回落。（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":"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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1182685777","title":"異動解讀｜Coherent夜盤下跌3.16%，光通信板塊持續承壓拖累","url":"https://stock-news.laohu8.com/highlight/detail?id=1182685777","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1182685777?lang=zh_tw&edition=fundamental","pubTime":"2026-07-02 15:04","pubTimestamp":1782975845,"startTime":"0","endTime":"0","summary":"7月2日，Coherent夜盘下跌3.16%，报357.0美元/股，成交额1472.31万美元。消息面上，美股光通信板块延续前一交易日集体下挫态势，康宁跌超4%，板块整体承压持续拖累个股表现。Coherent前一交易日已跌超6%，本次下跌为板块联动回调的延续。此前Coherent于6月中旬获美国CHIPS法案5000万美元专项补贴用于德州谢尔曼6英寸磷化铟产线扩建，基本面未现明显利空，短期调整更多体现行业情绪回落。（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":"1135286926","title":"異動解讀｜Coherent盤中下跌5.13%，光通信板塊集體承壓拖累","url":"https://stock-news.laohu8.com/highlight/detail?id=1135286926","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1135286926?lang=zh_tw&edition=fundamental","pubTime":"2026-07-01 21:37","pubTimestamp":1782913070,"startTime":"0","endTime":"0","summary":"7月1日，Coherent盘中下跌5.13%，报369.51美元/股，成交额1.33亿美元。消息面上，美股光通信板块当日集体下挫，康宁跌超9%，迈威尔科技跌近3%，Lumentum跌超2%；同时存储股联动走弱，美光科技跌3%，闪迪跌逾4%。板块整体承压拖累个股表现，Coherent作为光通信核心标的随板块联动回调。此前Coherent于6月中旬获美国CHIPS法案5000万美元专项补贴用于德州谢尔曼6英寸磷化铟产线扩建，基本面未现明显利空，本次下跌更多体现为行业整体情绪回落。（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":"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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":14,"totalSize":400,"code":"91000000","status":"200"}]}}